Transition From Wholesaler to Financial Advisor; How and Why — with Ross Kirwan
Former wholesaler, Ross Kirwan shares his transition from a successful career as a wholesaler to becoming a financial advisor. With over 17 years of experience in the asset management industry, Ross provides his perspective and practical advice for other wholesalers considering a similar career change.
Highlights:
• Ross’s background as a wholesaler and how he initially “fell into” the role
• Desire to transition to a financial advisory role and the family dynamics that initially held him back
• Challenges in exploring different transition paths, including buying an existing advisor’s book of business
• Planning, budgeting, and getting his spouse on board during the transition
• Practical advice for other wholesalers considering a career transition to financial advisory
If you’re a wholesaler curious about making the switch this video provides an honest and insightful look and the lessons learned along the way.
—
I hope this conversation is helpful. If you’re a high-performing advisors that could use the help of a non-biased transition consultant please reach out, I’d be happy to talk.
#FATransition #coreywalen #financialadvisor #independentadvisor #edwardjones #raymondjames #merrilllynch #morganstanley #ubs #wellsfargo #lpl #wholesaler
—-
► Useful?
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
—-
Contact & connect with me:
Call or Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-wal…
LinkedIn Newsletter: https://www.linkedin.com/newsletters/firm-transition-insights-7039226694691426304/
Website: https://www.coreywalen.com
Thanks for watching!
