The Questions Financial Advisors Are Always Asking—My Guidance
Financial Advisor Transitions — State of the Union
This is what I’m seeing, this is what I’m thinking, and this is my guidance for you.
00:00 A $600M advisor’s transition story
02:23 Why advisors stay stuck for years
06:00 The truth about brand loyalty vs. client loyalty
08:00 What staying actually costs you
12:08 “one foot in each boat”
14:17 The due diligence process that works
19:35 Who I’m working with
If you’d like to confidentially explore your options, I’d be happy to help. I’ve helped thousands of financial advisors objectively evaluate the marketplace and determine whether staying put or making a move is the right decision for their business.
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
