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Unbiased Firm Transition Guidance On-Demand

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• From my experience, it’s nearly impossible for financial advisors to find accurate on-demand information about firm transition that's without bias. <br /><br />• All firms believe they have the best solution for your business. <br /><br />• 99% of the available information is coming from those that have an extremely vested interest in you joining their firm.<br /><br />• This channel is designed to help you get unbiased education on the industry, confidentially and at your pace.<br /><br />• It's also to help you know what to look for, what questions to ask, and to make sure that your next move is the right combination of fit, feel, and financials.<br /><br />I hope this video is helpful.<br /><br />#FATransition #CoreyWalen #financialadvisor<br /><br />----<br />► Useful? <br /><br />Subscribe: https://www.youtube.com/channel/UC2-A82CiACaopNFmDA87uhQ<br /><br />----<br />Contact & connect with me:<br />Text: (908) 902 4903<br />Meet: https://calendly.com/coreywalen<br />LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/<br /><br />Thanks for watching!<br /><br />Corey Walen

Unbiased Firm Transition Guidance On-Demand

Firm Transitions Podcast With Corey Walen 491 views October 14, 2022 4:47 pm

In this video, Corey Whalen explains why he created this YouTube channel—and who it’s for.

As a financial advisor, your time is valuable, and it’s incredibly hard to find accurate, unbiased information about the broker-dealer and RIA marketplace. Most of what’s out there comes directly from firms trying to recruit you—often with strong opinions, sales spin, and messaging designed to steer your decision.

#advisor_captive #topic_transition_due_diligence #content_full

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► Useful?

Subscribe: / @coreywalen

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Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: / corey-walen-22a76325

Thanks for watching!

Learn More

Intro

Corey: hey everyone Corey Whalen managing director bridgemark strategies firm that’s helped over a thousand financial advisors objectively explore the broker dealer in Ria Marketplace and help them find the firm with the right combination a feel fit and financials for them in their business

Why I’m Starting This YouTube Channel

Corey: the reason I’m starting this YouTube channel is because your time is extremely valuable as a financial advisor and it’s almost impossible for you to find accurate information out there about the broker deal or an Ria Marketplace

The Problem With Most Information Out There

Corey: 99 of the information that you get is from the actual broker dealers and rias that are trying to recruit you to their platform they have strong opinions on why their capabilities are going to complement you and your practice the most and sometimes have even stronger opinions on why some of the other competition out there is not going to be a good long-term fit for your practice

What This Channel Is For

Corey: I built this channel to make things simpler for you to give you a place to get educated on the marketplace confidentially and 100 at your pace also I created it to help you ask the right questions when you’re speaking with these firms to cut through sales Spin and get accurate information to make a smart decision for your clients and also to learn from some of the mistakes that other financial advisors have made in the past to make sure that you don’t do it yourself and your due diligence process and through your transition

Wrap-up

Corey: I really hope you enjoy the YouTube channel please make sure to subscribe I’m going to be putting out new content weekly so you could stay on top of all the new videos as well thank you so much and I really look forward to connecting with you soon

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