Firm Transitions with Corey Walen

Transitioning to RIA, What it Takes, M&A: Minority Sale – with Robert Russo (008)

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A deep dive into what it looks like and takes to open a RIA with Robert Russo, CEO and Founder of Independent Advisor Alliance.


  • Hiring. "I'm a big believer in hiring people that can help you execute and hiring before you’re ready."
  • Why an advisor should consider the RIA model when exploring their options? 4:30
  • Who the RIA model is right for? 7:00
  • What it actually takes and can you do it as a one-person shop? 11:00
  • M&A: When considering buying an advisors practice what are you looking for? 30:00
  • For FAs considering transitioning, what questions would you recommend they ask themselves before taking action: "Know the exit plan." 39:00

    • --

    Contact & connect with me:

    Text: (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

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    Firm Transitions with Corey WalenBy Corey Walen
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