How and When Do I Tell My Team I'm Transitioning?
One of the most common questions I get from financial advisors is: “Corey, when do I tell my team I’m looking to transition firms?”
In this short video I provide two important considerations. I hope this helps. Thanks for watching!
If you’re a high-performing advisor that could use the help of a non-biased transition consultant, please reach out to me.
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Subscribe: https://www.youtube.com/channel/UC2-A82CiACaopNFmDA87uhQ
Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
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Contact & connect with me:
Text: (908) 902 4903
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LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Website: https://www.coreywalen.com
Corey Walen, Managing Partner
Bridgemark Strategies
