Am I Crazy to Go From One Employee Firm to Another?
I’ve been speaking with an advisor recently who’s considering making a move and he’s questioning the idea of moving from one W2 (employee firm) to another.
In this short video I share my thoughts and the situations in which it makes sense for you and your future business.
I help high-performing financial advisors transition firms at no cost to you: Please utilize my non-bias expertise to help you make the most informed decision that best suits you and the future of your business.
I hope this helps. Thanks for watching!
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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:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Website: https://www.coreywalen.com
Corey Walen, Managing Partner
Bridgemark Strategies
