Firm Transitions with Corey Walen

Navigating the Bank Channel and My Transition to Independence – with Nic Nielsen (007)

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Enjoy this conversation as I sit down with Nic Nielsen, CFP®, Co-Founder of Know My Plan, to discuss his journey to independence.


  • Why independence was important to us
  • We wanted the control of the relationships
  • Scared to death that our clients wouldn't come
  • "Nic, what would you have done differently?"
  • "For FAs currently considering transition, what would you recommend they ask themselves before moving forward?"

    • --

    Contact & connect with me:

    Text: (908) 902 4903

    Meet: ⁠https://calendly.com/coreywalen⁠

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

    Thanks for listening!

    Corey Walen, Managing Partner, Bridgemark Strategies

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    Firm Transitions with Corey WalenBy Corey Walen
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