Firm Transitions with Corey Walen

Welcome to Firm Transitions with Corey Walen

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Here's what to expect on this podcast: 

  • My firm, Bridgemark Strategies, has helped over 1,000 FAs successfully explore the BD & RIA marketplace and helped them transition to another firm
  • If there's one thing we've learned, it's just the shear amount of misinformation and half-truths being disseminated out there
  • This show will help you cut through the sales spin and noise, allowing you to save time & stress during your education and due diligence process

    • 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, Bridgemark Strategies


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    Firm Transitions with Corey WalenBy Corey Walen
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