LET’S TALK

When you’re ready to cross the bridge, do it with clarity + confidence

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I’ve worked with more than 1,000 financial advisors at pivotal moments in their careers — helping them move from uncertainty to clarity and make confident decisions about what comes next.

LET’S TALK ABOUT YOUR TRANSITION

The gap to transition can seem wider

Which firm is really the best for me?

Am I asking the right questions?

You don’t have to cross this bridge alone.

Hello, I’m Corey Walen

Managing Partner, Bridgemark Strategies

While I’m the person you work with directly, my guidance is supported by the depth, data, and reach of Bridgemark Strategies, one of the largest independent recruiting consultancies in the industry.

LET’S TALK ABOUT YOUR TRANSITION
or call 908-902-4903
Your search will always be treated with 100% confidentiality.

Hundreds of transitions. Every scenario imaginable.

I’ve helped over 1,000 financial advisors save time, avoid costly mistakes and move through firm transitions with clarity and confidence.

How it works

You don’t cross the bridge alone. We walk it together, every step of the way.

01
Education

We start by educating you at a high level on the offerings out there in the industry.

02
Curation

We narrow down the universe of 100’s of options.

03
Advocacy

I’m with you throughout the whole process.

04
Negotiation

When you’re down to one or two finalists, I help you maximize economics and structure the offer.
LEARN MORE

“Most advisors don’t struggle with independence — they struggle with knowing when, how and why to cross the bridge.”

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Ready to start?

If you’re standing at the edge of the bridge, you don’t have to figure it out alone.

I offer a complimentary conversation to help you understand what crossing to independence really involves, and whether it’s the right move for you.
CALL 908-902-4903
Your search will always be treated with 100% confidentiality.

Insights and Tips

You don’t cross the bridge alone. We walk it together, every step of the way.

VISIT YOUTUBE CHANNEL

Firm Transitions Podcast

Changing Firms — Will My Clients Will Come With Me?

What Financial Advisors Should Expect From the First Call

When Should You Call a Recruiter?

“Cruise Control” Wasn’t Enough for This Edward Jones Advisor

The Actual Payout Independent Advisors Take Home

The Questions Financial Advisors Are Always Asking—My Guidance

Frequently Asked Questions

How do I know if it’s the right time to consider a move?
You don’t know if it’s the right time until you get the right information. Advisors don’t just take a blind leap of faith, they get the information they need to make this decision for themselves. Our firm has most likely helped many advisors from you firm and can help you understand what you would be gaining by moving or leaving behind so you can make a smart decision.
Making an emotional decision or one based off economics almost always leads to mistakes. Moving firms can be very emotional and many advisors are in a prime position to make a decision off of emotions and not logic. Having an objective soundboard like myself can help you stay you stay focused on things that are important to you and not be strayed by shiny objects or things that aren’t relevant to you long term success.
Yes! There is not commitment whatsoever. Whenever you want to stop working together or speaking to different firms, we can simply just postpone the search. There is no contract when working with me.
This is how many of my relationships have started. I have been working with some advisor for 10+ years educating them on the exponentially changing marketplace with no expectations. The smartest advisors in the industry are always looking for the next competitive edge from a tools, technology, and resources standpoint.
It all starts with an initial phone call to learn more about you, the characteristics of your business, and what your goals, wants and needs are. If you don’t know the answers to these questions yet, its ok. I can educate you on industry offerings to help identify your wish list.
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