This Bank Advisor Walked Away to Go Independent
In this episode, I sit down with Noah Geoghegan to break down what it really looks like to leave the bank channel and go independent.
After years of hesitation and exploring multiple options, Noah and his team made the leap from Truist to launch their own independent firm (the results may surprise you).
• The biggest fears advisors have about going independent
• What finally pushed them to make the move
• Why they intentionally left assets behind
• How they’re making MORE money with LESS AUM
• The power of marketing, branding, and ownership
• The reality of transitions (and how long it actually takes)
• New opportunities for inorganic growth
If you’re a financial advisor considering independence, or just curious what life looks like on the other side, this is a great conversation.
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.
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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
LinkedIn: https://www.linkedin.com/in/coreywalen
LinkedIn Newsletter: https://www.linkedin.com/newsletters/firm-transition-insights-7039226694691426304/
Website: https://www.coreywalen.com
Thanks for watching!
