Financial Advisors: How the Smallest Changes Can Have a BIG Impact on Your Business
Firm Transitions Podcast With Corey Walen 89 views September 13, 2024 3:49 pm
Have you heard about the 1 and 60 rule? It’s a classic aviation rule that states: After flying 60 nautical miles, a one-degree error will result in being off course by one nautical mile.
Time and time again I speak with advisors who are facing a handful of seemingly tiny obstacles, but when we zoom out and look at the long-term impact on the business, these “small” things can have a massive impact.
High-performing financial advisors considering a firm transition: 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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Corey Walen, Managing Partner
Bridgemark Strategies