Firm Transitions with Corey Walen

Firm Transitions with Corey Walen

Por: Corey Walen
Welcome to the Firm Transitions podcast. I'm Corey Walen and my goal is to make broker dealer and RIA due diligence easier for you. I've helped more than 1,000 high-performing financial advisors make successful transitions and on this podcast, I share conversations, stories, examples, and helpful guidance for those looking to make a change or simply seeking more information.
89 episodios disponibles

Latest episodes of the podcast Firm Transitions with Corey Walen

Going From Broker-Dealer to RIA: Your Options, Myths, and Making a Smarter Transition (089) 09/12/2025
The RIA Breakaway: Strategies that Led to Explosive 60% Growth! (088) 13/11/2025
BREAKING: Your Firm Sold, Now What? – with Jeff Nash (087) 31/10/2025
Should You Leave the Wirehouse? Pros & Cons, All Considerations — with Jeff Nash (086) 20/10/2025
Quality Over Quantity: The Mindset Shift That Multiplies Ideal Clients — with Bill Cates (085) 06/10/2025
Owning Your Future (Business) – From Edward Jones to Thriving in Independence (084) 15/09/2025
Any Financial Advisor Considering a Move, This Episode's for You (083) 09/09/2025
Current Valuations: What Elite Financial Advisors Need to Know Right Now — with Jeff Nash (082) 25/08/2025
Your Website Matters More Than You Think — with David Roberson (081) 13/08/2025
The RIA Boom: A Conversation with NewEdge Advisors CEO, Alex Goss (080) 06/08/2025
Starting Your Own RIA: How Hard Was It? — with Jason Barber (079) 21/07/2025
From Bank to Independence: It Transformed Our Business — with Provista Wealth Advisors (076) 07/07/2025
Why Ownership Matters; The RIA Revolution — Chuck Failla (078) 02/06/2025
Financial Advisors: Are You Mastering LinkedIn? — Lindsey McMillion Stemann (077) 08/05/2025
The Case for Supported Independence — Scott Wilson of Kestra Financial (075) 24/04/2025
This Advisors $110M "Rocket Ship" Growth Story – Ali Rustempasic (074) 07/04/2025
The Questions You're Asking: Front & Center (073) 28/03/2025
FAs are Frustrated with Their Back-Office: Is The Grass Actually Greener Somewhere Else? – with Jeff Nash (072) 19/03/2025
$1.7 Billion – The Largest Edward Jones Transition Ever! – Jennifer Marcontell (071) 20/02/2025
Avoiding the Traps and Navigating the Legal Minefield: How & Why the Right Attorney Can Make or Break Your Transition – Matt Baum (070) 13/02/2025
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