I started this journey on my own and was in active negotiations with another firm to potentially purchase a book of business—but I had reservations. I had been consuming Corey’s content on YouTube for about a year, and before signing any documents, I reached out to him. I’m so thankful I did! With an ocean of options, I often felt like a guppy.
Corey has deep knowledge of many firms. After taking the time to understand my goals, he introduced me to several options. He never steered me toward or away from any particular firm—he wasn’t a recruiter; he was truly an advisor. He made a tough decision and complex process significantly easier.
There’s no doubt that if I hadn’t worked with Corey, I either would have stayed put out of fear or made the wrong move. I hope I won’t have to move again, but if I ever do, I know exactly who I’ll call.