Firm Transitions with Corey Walen

Level 10 Edward Jones Advisor's Journey to Independence – with Seth Liskey (010)

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An honest in-depth conversation with Seth Liskey, a former Edward Jones Level 10 financial advisor and his decision to leave for independence and establish his firm, Middlebrook Wealth.


  • There's a big difference between being a W2 employee and an independent.
  • "They (EJ) really pushed me out. It was a steady slow drip but looking back they made the decision easy. I regret not leaving sooner."
  • Finding balance and creating a new repeatable process.
  • "Edward Jones doesn't teach you anything about organizational structure."
  • Firm brand and how much it matters.
  • Hesitation and due diligence.

    • --

    Contact & connect with me:

    Text: (908) 902 4903

    Meet: ⁠⁠⁠https://calendly.com/coreywalen⁠⁠⁠

    LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/corey-walen-22a76325/⁠⁠⁠

    YouTube: https://www.youtube.com/@CoreyWalen

    Thanks for listening!

    Corey Walen, Managing Partner, Bridgemark Strategies

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    Firm Transitions with Corey WalenBy Corey Walen
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