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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
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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
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