Financial Advisors Considering Leaving the Wirehouse — Is It Time?
Considering leaving your wirehouse?
On this episode, Jeff Nash, CEO of Bridgemark Strategies, and I break down everything financial advisors need to know about making a successful transition to independence.
We discuss maximizing enterprise value, what’s changed in the industry, how to negotiate your best deal, the legal and operational steps you can’t miss, and why more advisors are going independent than ever before. Tips and real-world stories to help you avoid mistakes and build long-term success.
I hope this is helpful. If you’re an elite advisor that could use the help of a non-biased transition consultant please reach out, I’d be happy to talk.
Wirehouse transition: Merrill Lynch, Morgan Stanley, UBS, Wells Fargo
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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
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LinkedIn Newsletter: https://www.linkedin.com/newsletters/firm-transition-insights-7039226694691426304/
Website: https://www.coreywalen.com
Thanks for watching!
