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Please Seek a Guide When Transitioning Firms (060)
In this short episode I quickly outline a few important reasons why high-performing financial advisor considering a firm transition should utilize a non-bias expert to help make the most informed decision that best suits you and the future of your business.
I hope this helps.
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
View all episodes
By Corey Walen
5
99 ratings
In this short episode I quickly outline a few important reasons why high-performing financial advisor considering a firm transition should utilize a non-bias expert to help make the most informed decision that best suits you and the future of your business.
I hope this helps.
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
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