What Financial Advisors Should Expect From the First Call
Many financial advisors are curious about what else is available but hesitate to contact a recruiter because they do not know what that first conversation will involve.
This is exactly what advisors can expect from an initial call with me.
It is not a sales pitch, and you will not be asked to make a decision, sign anything, or commit to leaving your firm. It is a CONFIDENTIAL, no-pressure conversation designed to understand your business, what is working, what is not, and what you may want from the next stage of your career—and if a transition is even right for you?
• What happens after the initial conversation
• How potential firms and solutions are identified
• Why starting your due diligence early leads to better decisions
• What it costs to work with BridgeMark Strategies
The goal is not to convince you to move. It is to help you make an informed decision about whether staying or exploring another firm is right for you.
I hope this helps. Thanks for watching!
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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:
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
