
Sign up to save your podcasts
Or


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...

4,067 Listeners

1,955 Listeners

195 Listeners

286 Listeners

2,026 Listeners

99 Listeners

464 Listeners

2,121 Listeners

1,301 Listeners

244 Listeners

90 Listeners

10,019 Listeners

131 Listeners

77 Listeners

2,965 Listeners