Why Consider Working With Me?
“Why would I take advice about launching a practice from someone who’s never experienced this before? Do you understand the gravity of it?”
Prior to becoming an independent financial advisor recruiter consultant, I worked for a decade at two of the top independent broker/dealers as a W2 employee. Until I made my own transition into independence, I never REALLY understood the gravity of the situation and how scary those first 6-12 months could feel.
After having made that transition, I can tell you that I understand, I know what you’re feeling, I know that you’re stressed and worried.
I take this VERY seriously and am going to do everything that I can to make sure that you end up in the right place.
I hope this helps. Thanks for watching!
If you’re a high-performing advisor that could use the help of a non-biased transition consultant, please reach out to me.
Don’t forget to LIKE 👍 and SUBSCRIBE ✅
#FATransition #CoreyWalen #financialadvisor #independentadvisor #independent #recruiter #RIA #officespace
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► 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
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Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Website: https://www.coreywalen.com
Corey Walen, Managing Partner
Bridgemark Strategies
