Trusted by advisors who took the time to get It right

The feedback below comes from advisors and teams who went through that process firsthand. Different starting points. Different outcomes. One common theme: having an objective advocate in their corner when it mattered most.

Jake Buman

Going independent from being an institution-based financial advisor is a daunting idea. Corey’s knowledge and process turns this into a manageable and exciting opportunity. From our first conversation, Corey took the time to understand my goals, answer my questions, and walk me through each step of the transition. He was always available when I needed guidance and, more importantly, he was honest and straightforward throughout the entire process.

Making the decision to leave an established institution and build my own independent practice was one of the biggest professional decisions I’ve ever made. Having Corey in my corner gave me the confidence to take that leap. I wouldn’t hesitate to recommend Corey to any advisor considering a move to independence.

Jack Richelieu

Corey takes the guesswork out of what would otherwise be an incredibly complicated decision. His extensive library of podcasts gives you a great sense of his expertise before you ever get on the phone with him.

Throughout my entire transition, Corey is was trusted resource providing guidance, answering questions, and helping me navigate every step with confidence. What impressed me most is that his support doesn’t end once the transition is complete. He continues to share timely updates, provide valuable insights, and make himself available whenever questions come up.

If I’m ever in a position to make another move, I wouldn’t do it without consulting Corey first. I can’t recommend him highly enough.

Kevin Watson

Managing Director, Wealth Manager

My team knew much less than we realized about the current wealth management landscape. We connected with Corey almost by accident and he began to educate us on our options. He was very patient and spent about a year learning about our practice and our priorities and never applied any pressure. No one should attempt to navigate the recruiting process alone… the options are endless and we were lucky to have Corey leading the way.

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.

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.

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.

What usually causes advisors to regret a transition?

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.

Can I explore my options without committing to anything?

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.

What if I’m just curious and not ready to move?

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.

What does the advisor transition process actually look like?

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.