Choosing the right firm is one of the most important decisions of your career.
Make the best choice Avoid costly mistakes Save time and energy Narrow your options Ask the right questions Negotiate your optimal offer
with an expert by your side.
Choosing the right firm is one of the most important decisions of your career.
Make the best choice Avoid costly mistakes Save time and energy Narrow your options Ask the right questions Negotiate your optimal offer
with an expert by your side.
I’ve helped over 600 advisors save time, money, and frustration when moving to a new RIA or Broker Dealer.
AT NO COST TO YOU. Yes, really!
How it works:
EDUCATE
We work together confidentially to give you an overview and understanding of industry options and help you identify your goals, wants, and needs.
CURATE
We narrow down the list of hundreds of options to only the best solutions to meet your goals.
ADVOCATE
I work alongside you to help you ask the right questions, avoid surprises, and make a smart decision.
NEGOTIATE
I help you negotiate the many aspects of your offer and maximize your economics to get you what you deserve.
You need an expert by your side who can do the same for you.
The difference an expert can make in your transition
ON YOUR OWN
WITH AN EXPERT
There are WAY too many options – how do you know where to start?
I can show you the way – with a proven process I’ve used effectively for over a decade.
You’ve not been through this many times – you’re learning as you go.
I’ve helped over 600 advisors successfully transition. Lean on my expertise.
You don’t know who to trust. Every firm says they are the best solution for your business – it’s their job to make the sale – but how can you be sure it’s the best option for YOU?
I can help you separate the truth from the sales pitches. I’ll make sure you ask the right questions and help you determine which answers you can trust.
You’re busy with work and your home life. You don’t have time for extensive research.
It’s a time-consuming process and can quickly become overwhelming. I’ve already researched over 200 firms and can help you efficiently narrow down your best options.
You only have one chance to negotiate a contract. What if you don’t get the best deal?
I don’t just help you make your decision; I use years of expertise to help you negotiate the best deal for you.
What if you make the wrong decision? What if you end up in a worse place than before?
You don’t have to shoulder this alone. Let me help you every step of the way to make the best decision possible.
You know your business; I know the industry landscape.
Together we’ll make a confident and informed decision.
Hi I'm Corey Walen
Managing Partner, Bridgemark Strategies
I help financial advisors like you find the freedom you’ve been craving to grow your business and serve your clients – in the way you’ve always wanted – by helping you:
- Change broker dealers,
- Break away and start or join a new RIA, or
- Sell or merge your business.
He really took the time to get to know me and my practice, what I was looking for and what I wanted to avoid. He continued to dig deeper, ask questions, truly listen and tailor his guidance throughout the process. His unbiased opinion and calm demeanor, coupled with the countless phone calls, made me feel confident that I had done all my homework and was making the best decision for my family and my clients.
I have recommended him to everyone I know that is looking to make a change or unhappy in their current situation. I will be using him again, if the time comes to make a change down the road.
We held countless meetings and phone calls, and Corey was able to educate us on all our options to help our team make the best decision for our clients and business. We never would have imagined the number of questions that were appropriate to ask, but Corey was with us every step of the way.
If you have ever wondered what else is out there, but didn’t know who to turn to, you aren’t alone. We can confidently recommend that taking a phone call with Corey can and will forever change your life.
I can’t imagine going through the due diligence process without Corey’s insight, experience, and advice. Having him there along the way proved invaluable and he helped us narrow our focus and find the right fit for our clients, our team and our goals.
I had very high goals and expectations going into our partnership, and Corey consistently delivered on his promises. He was honest with me and told me what I needed to hear.
Corey took the time to understand myself, my business and my long-term goals and matched me with a few firms that were great matches. From there we discussed each potential option in great depth and continued our contact after the launch of my independent practice.
I knew long ago that I was meant to be a business owner, Corey helped bring that to life. Had I not come across Corey, I fear I would still be stuck in a captive environment and not where I am today. My business and quality of life has drastically increased after gaining my independence and Corey was a critical partner in that. I cannot recommend him enough.
He really took the time to get to know me and my practice, what I was looking for and what I wanted to avoid. He continued to dig deeper, ask questions, truly listen and tailor his guidance throughout the process. His unbiased opinion and calm demeanor, coupled with the countless phone calls, made me feel confident that I had done all my homework and was making the best decision for my family and my clients.
I have recommended him to everyone I know that is looking to make a change or unhappy in their current situation. I will be using him again, if the time comes to make a change down the road.
We held countless meetings and phone calls, and Corey was able to educate us on all our options to help our team make the best decision for our clients and business. We never would have imagined the number of questions that were appropriate to ask, but Corey was with us every step of the way.
If you have ever wondered what else is out there, but didn’t know who to turn to, you aren’t alone. We can confidently recommend that taking a phone call with Corey can and will forever change your life.
I can’t imagine going through the due diligence process without Corey’s insight, experience, and advice. Having him there along the way proved invaluable and he helped us narrow our focus and find the right fit for our clients, our team and our goals.
I had very high goals and expectations going into our partnership, and Corey consistently delivered on his promises. He was honest with me and told me what I needed to hear.
Corey took the time to understand myself, my business and my long-term goals and matched me with a few firms that were great matches. From there we discussed each potential option in great depth and continued our contact after the launch of my independent practice.
I knew long ago that I was meant to be a business owner, Corey helped bring that to life. Had I not come across Corey, I fear I would still be stuck in a captive environment and not where I am today. My business and quality of life has drastically increased after gaining my independence and Corey was a critical partner in that. I cannot recommend him enough.
Insights and Tips
Frequently Asked Questions
– I have over a decade of experience and have helped more than 600 financial advisors explore the marketplace and find the right firms
– My past experience recruiting for two of the top Independent Broker Dealers in the US has given me a deep understanding of how firms operate from the inside
– I have a team of 8 recruiters from all walks of the financial services industry that collaborates behind the scenes to find the right firm for you
– We have a trademarked process to help financial advisors evaluate a firm. We look for:
- FEEL: Are you culturally and philosophically aligned? Does it feel right? We’ll help you discover firms you can trust with like-minded people you enjoy working with.
- FIT: Does your firm’s products and services align with your goals? We’ll work with you to uncover the firm with the right fit for your business needs.
- FINANCIALS: Are you getting a fair deal? We can help you assess financial differences among firms and assist with negotiating final terms.
Your search will always be treated with 100% confidentiality. One the the many benefits of speaking with a independent recruiter like myself is understanding what industry options are BEFORE making introductions to firms.
My services cost you nothing. No matter where you decide to go, the FIRM pays our finders fee so we can work together unbiasedly.
The decision-making process usually takes 2-6 months, depending on the level of engagement from your team.
Are you a financial advisor considering a move?
Don’t navigate this complex process alone.
Find out how I can help you every step of the way to make the best decision possible.
- Ask questions
- Learn how it works
- Decide if it's right for you