Why is Changing Firms and Pool Shopping So Overwhelming?
My family and I are excited to add a pool to our property. What we found out in our due diligence process is that it’s so overwhelming we’ve second guessed if it’s even a good idea?
There are so many options, so little clarity, so much price discrepancy. It’s been an incredible reminder and an extremely familiar parallel to what financial advisors face when trying to make a great decision on their future firm.
I’ve helped 500+ advisors successfully transition and I strongly encourage you to reach out to a consultant / recruiter when considering transition.
I hope this video is helpful.
#FATransition #CoreyWalen #financialadvisor #socialmedia
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Thanks for watching!
Corey Walen
Bridgemark Strategies
