Advisor Transitions: What's Ahead in 2025 — with Jeff Nash
Jeff Nash and I catch up to discuss what’s ahead in 2025 along with recapping what we’ve been through in 2024.
• The Great Consolidation: The shifting independent Broker-Dealer and RIA landscape”
• “Wirehouse Contradiction?” Where and why are wirehouse leaders going?
• Valuation Realities: What’s your business really worth?
I hope this conversation is helpful. If you’re a high-performing advisors that could use the help of a non-biased transition consultant please reach out, I’d be happy to talk.
#FATransition #coreywalen #financialadvisor #independentadvisor #edwardjones #raymondjames #merrilllynch #morganstanley #ubs #wellsfargo #lpl
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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:
Call or Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-wal…
LinkedIn Newsletter: https://www.linkedin.com/newsletters/firm-transition-insights-7039226694691426304/
Website: https://www.coreywalen.com
Thanks for watching!
