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.
90 episodios disponibles

Latest episodes of the podcast Firm Transitions with Corey Walen

Mostrando página 2 de 5

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
What to Expect in Financial Advisor Transitions This Year (2025) – with Jeff Nash (069) 24/01/2025
You Want to Hear This: One of the Largest Edward Jones Transitions to Independence – with Russell Riggan (067) 03/12/2024
Must Listen: Wholesaler's Who've Considered Transitioning – with Ross Kirwan (068) 18/11/2024
An Advisor's Story: How He Built the $11 Billion Firm, Arkadios Capital (066) 28/10/2024
Trusting Their Instincts: How & Why They Transitioned Their $250M Business from Wells Fargo to LPL (065) 17/10/2024
7 Reasons FAs are Enamored with the RIA Channel (064) 01/10/2024
Are You Asking the Right Questions During the Due Diligence Process? (063) 30/09/2024
Do You Have the Right Attorney to Have a Successful Transition? (062) 24/09/2024
The 1 & 60 Rule: Are You Growing to Your Full Potential? (061) 16/09/2024
Please Seek a Guide When Transitioning Firms (060) 11/09/2024
Do You Think We've Reached the Peak of Recruiting Deals? – with Jeff Nash (059) 04/09/2024
When the W2 Model Makes Sense: Pros & Cons (058) 26/08/2024
Considering a Transition? — If You Hear This, Run for the Hills! (057) 19/08/2024
My Honest Conversation with a Top Edward Jones Advisor – with Willard Causey (056) 01/08/2024
Leaving Mass Mutual to go Independent, Our Experience – with The Emeritus Wealth Team (055) 23/07/2024
Noticeable Patterns and Your Options: W2 Employee Channel Advisors Inside of a RIA (054) 18/07/2024
7 Considerations: Will Your Transition Benefit Your Clients and What Will You Tell Them? (053) 13/07/2024
Is a Small Firm a Better Option for My Business? – with Jamie Mackay, SFA Partners (052) 10/07/2024
Going Independent with Support and Community – with Rita Robbins of Affiliated Advisors (051) 26/06/2024
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