How Technology & AI are Impacting Advisor Efficiency
I hope this helps. —- ► Useful? 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 —- Contact & connect with me: Call or Text: (908) 902 4903 Meet: https://calendly.com/coreywalen LinkedIn: linkedin.com/in/coreywalen LinkedIn Newsletter: https://www.linkedin.com/newsletters/firm-transition-insights-7039226694691426304/ Website: https://www.coreywalen.com Thanks for watching!
Something NEW We’re Seeing: Wirehouse → RIA
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TERMINATED: What Financial Advisors Should Do Immediately
A top-producing financial advisor recently found himself terminated after 30 years with the same firm. He was respected, held a leadership position, and never believed something like this could happen to him. Now, he is working against the clock to protect his reputation, address his U5 language, evaluate new firms, and reconnect with his clients […]
Financial Advisor Transition Calculators
I hope this helps. —- ► Useful? 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 —- Contact & connect with me: Call or Text: (908) 902 4903 Meet: https://calendly.com/coreywalen LinkedIn: linkedin.com/in/coreywalen LinkedIn Newsletter: https://www.linkedin.com/newsletters/firm-transition-insights-7039226694691426304/ Website: https://www.coreywalen.com Thanks for watching!
Does Changing Firms Actually Make Financial Sense?
Bridgemark Strategies has developed a series of transition calculators designed to help financial advisors answer some of the biggest financial questions surrounding a potential move, including: • How does staying compare financially with changing firms? • How much of your business must transition for you to break even? • What could your practice be worth on the open […]
Why Going RIA is Easier Than Ever
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The Questions Advisors Are Asking About Firm Transitions Right Now
I hope this helps. —- ► Useful? 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 —- Contact & connect with me: Call or Text: (908) 902 4903 Meet: https://calendly.com/coreywalen LinkedIn: linkedin.com/in/coreywalen LinkedIn Newsletter: https://www.linkedin.com/newsletters/firm-transition-insights-7039226694691426304/ Website: https://www.coreywalen.com Thanks for watching!
Advisors – It’s Time to Take Another Look at the RIA Channel
I hope this helps. —- ► Useful? 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 —- Contact & connect with me: Call or Text: (908) 902 4903 Meet: https://calendly.com/coreywalen LinkedIn: linkedin.com/in/coreywalen LinkedIn Newsletter: https://www.linkedin.com/newsletters/firm-transition-insights-7039226694691426304/ Website: https://www.coreywalen.com Thanks for watching!
Your Firm’s Handling of AI Will Affect You
Financial advisors have very different perspectives on AI. Some see it as a threat to the future value of their business. Others see an enormous opportunity to become more efficient, improve the client experience, and create new avenues for growth. What is becoming increasingly clear is that not every financial firm is approaching AI the […]
Changing Firms — Will My Clients Will Come With Me?
One of the biggest concerns when advisors consider making a firm transition is “How many of my clients will come with me?” Give the video a watch and ask yourself these nine questions. You’ll have a good understanding of what your transition will look like. I hope this helps. Thanks for watching! Don’t forget to […]