Sign up to save your podcasts
Or
Share Transitioning to a RIA: What's My Payout? (043)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Transitioning to a RIA: What's My Payout? (043)
Now, more than ever, I'm speaking with employee financial advisors, and financial advisors already at an independent broker dealer, that are interested in learning more about the RIA channel.When advisors kick-off the RIA conversation, they'll ask me, "Corey, what kind of payout can I expect when I make a move or plug into an RIA versus an independent broker dealer?"I break it down for you in this short episode. 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
---
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...
View all episodes
By Corey Walen
5
99 ratings
Now, more than ever, I'm speaking with employee financial advisors, and financial advisors already at an independent broker dealer, that are interested in learning more about the RIA channel.When advisors kick-off the RIA conversation, they'll ask me, "Corey, what kind of payout can I expect when I make a move or plug into an RIA versus an independent broker dealer?"I break it down for you in this short episode. 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
---
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...
More shows like Firm Transitions with Corey Walen
View all
Mad Money w/ Jim Cramer
4,086 Listeners
Odd Lots
1,997 Listeners
Notes on the Week Ahead
198 Listeners
Capital Ideas Podcast
290 Listeners
Animal Spirits Podcast
2,025 Listeners
The Diamond Podcast for Financial Advisors
99 Listeners
The Perfect RIA
463 Listeners
The Compound and Friends
2,156 Listeners
Thoughts on the Market
1,313 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
244 Listeners
Advisor Talk with Frank LaRosa
89 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
10,251 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
133 Listeners
The Master Investor Podcast with Wilfred Frost
83 Listeners
The Ryen Russillo Show
2,995 Listeners