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The Broker Dealer / RIA Menu – What Are My Options? (042)
"What are you looking for in a new firm?"
Financial Advisor: "It's hard to know. I don't even know my options?"
In this short podcast episode I quickly discuss the challenges advisors are facing trying to figure out their transition but have no idea what options they have.
I hope this helps. Thanks for listening!
--
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
"What are you looking for in a new firm?"
Financial Advisor: "It's hard to know. I don't even know my options?"
In this short podcast episode I quickly discuss the challenges advisors are facing trying to figure out their transition but have no idea what options they have.
I hope this helps. Thanks for listening!
--
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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