Going Independent? You're Launching a Business
If you’re a financial advisor thinking about breaking away or launching your own firm, there’s something most advisors completely misunderstand about the transition process.
Choosing the right broker dealer or RIA platform might feel like the hardest decision — but in reality, it’s the easiest part.
The real complexity begins after you commit to the move.
In this video, I break down what actually happens after you decide to launch your own advisory business, including:
• Building your marketing and website
• Setting up payroll and insurance
• Choosing the right technology stack
• Negotiating office space
• Hiring the right vendors
• Structuring your business the right way
Having helped nearly 1,000 financial advisors explore the RIA and broker dealer marketplace, I’ve seen firsthand where advisors struggle during transitions and how to avoid the mistakes that slow down or derail launches.
The difference in my process is simple:
I don’t just help advisors find the right firm. I help guide them through the entire transition process from exploration to launch and beyond.
If you’re considering a breakaway, this video will help you understand what the real transition journey looks like.
If you’re a high-performing financial advisor or team that could use the non-bias help of one of the industry’s most experienced transition consultants, please reach out to me. My services cost you nothing.
I hope this helps. Thanks for watching!
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Subscribe: https://www.youtube.com/channel/UC2-A82CiACaopNFmDA87uhQ
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/coreywalen
Website: https://www.coreywalen.com
Corey Walen, Managing Partner
Bridgemark Strategies
