Podcast Opening + Introduction
Corey: hey everyone Corey Whalen managing director bridgemark strategies firm that’s helped over a thousand financial advisors objectively explore the broker dealer and Ria Marketplace and help them find the firm with the right combination of feel fit and financials for them and their business
Common Wells Fargo Advisor Frustrations
Corey: after personally helping over a hundred Wells Fargo financial advisors transition from one firm to another whether it’s in the private client group Channel WBS or the Wells Fargo Finance Channel as well there’s some common frustrations amongst financial advisors besides Bank headline news that are really common when I speak to them
Corey: and the main theme is Corey I just want to be left alone to do what’s right for my clients and not have my hand held I’ve been building my business at the same firm for 10 20 years I’ve completely stayed out of trouble yet I’m treated like a financial advisor that’s two years in the industry I just wish I had more flexibility with my seniority to serve my clients the way that I want to as my business has matured I’m looking to go deeper into the services that I provide for clients be more efficient in the way that I communicate with them and also try to differentiate myself versus some of the other financial advisors in my firm and Market as such yet compliance makes things so difficult that sometimes it’s just not worth the effort really I feel like I’m being controlled by my organization instead of supported to grow
Why This Channel Exists + Due Diligence
Corey: there’s more misconceptions out there than ever before about making a transition to another firm and that’s the exact reason why I built this channel for you to be able to get real accurate information at your pace learn about best practices when you’re doing your due diligence and also learn about some of the mistakes other financial advisors have made so you don’t make the same ones
Who This Is For
Corey: whether you’re just interested in seeing what else is out there have made a decision to actually make a change or are interested in seeing how the summit program impacts you and your team compared to some of the other sunset or succession options out there in the industry I’m here to help
How Corey Helps + Call to Action
Corey: I’ve helped over 500 financial advisors successfully transition in my career and you could leverage my experience at no cost to you to help you understand what else is out there help you ask the right questions and allow me to negotiate on your behalf to make sure you get started at your next firm economically in the best way possible
Corey: I really hope this video helped and I really look forward to talking soon if you have any questions
Corey: foreign
