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Why would an independent advisor switch firms?
We often talk about wirehouse financial advisors making the move towards independence, but independent advisors also move from one indy to another. In this episode I discuss seven reasons as to why.
--
Contact & connect with me:
Text or call: (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
---
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/coreywalen/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.co...
By Corey Walen5
99 ratings
Why would an independent advisor switch firms?
We often talk about wirehouse financial advisors making the move towards independence, but independent advisors also move from one indy to another. In this episode I discuss seven reasons as to why.
--
Contact & connect with me:
Text or call: (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
---
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/coreywalen/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.co...

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