How I Help Financial Advisors in the Firm Transition Process
I’m asked all of the time: “Corey, how do you help advisors in their firm transition?”
I break it down into four main categories:
• Industry education
• Alignment to complement your strengths
• Due diligence partner
• Negotiation
I hope this video is helpful .
#FATransition #CoreyWalen #EdwardJones
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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/
Thanks for watching!
