Sign up to save your podcasts
Or
Share What Makes a Successful Transition: 7 Questions to Ask (014)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
What Makes a Successful Transition: 7 Questions to Ask (014)
When transitioning firms these are the 7 most important questions to ask to ensure you have a successful move.
--
Contact & connect with me:
Text or call: (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
---
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
When transitioning firms these are the 7 most important questions to ask to ensure you have a successful move.
--
Contact & connect with me:
Text or call: (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
---
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
Masters in Business
2,169 Listeners
Notes on the Week Ahead
195 Listeners
Retirement Starts Today
523 Listeners
THE ED MYLETT SHOW
14,029 Listeners
Capital Ideas Podcast
283 Listeners
Animal Spirits Podcast
2,011 Listeners
The Diamond Podcast for Financial Advisors
102 Listeners
The Perfect RIA
453 Listeners
The Compound and Friends
2,116 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
247 Listeners
Advisor Talk with Frank LaRosa
90 Listeners
Barron's Streetwise
1,549 Listeners
Barron's Advisor
107 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
132 Listeners
Behind The Breakaway
4 Listeners