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

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How and When Do I Tell My Team I'm Transitioning? (050) 21/06/2024
Why Consider Working With Me (049) 17/06/2024
How Do I Tell My Clients I'm Transitioning? – with Nic Nielsen (048) 10/06/2024
LPL’s Turnkey Solution for Breakaway Advisors – with Kimberly Sanders (047) 04/06/2024
The FTC's Noncompete Rule and its Impact on Financial Advisors – with Scott Matasar (046) 29/05/2024
Why Are Independent Payouts So High? (045) 07/05/2024
Going Independent? How Can I Grow My Practice? (044) 03/05/2024
Transitioning to a RIA: What's My Payout? (043) 26/04/2024
The Broker Dealer / RIA Menu – What Are My Options? (042) 25/04/2024
The Most Common Mistakes Financial Advisors Make in a Transition – with Jeff Nash (041) 08/04/2024
10 Ways FAs Screw Up Their Transition (040) 01/04/2024
$1B Wells Fargo Team Skips FiNet and Goes Fully Independent (039) 26/03/2024
Edward Jones FAs: This Attorney's Tell All About a Successful Transition (038) 18/03/2024
Employee FAs: Do You Want to Offer Your Clients More? "For My Family and Future I Needed Real Control" (037) 11/03/2024
Pro's & Con's: Should I start my own RIA or plug-in to an existing one? (036) 04/03/2024
How Supported Independence Has Changed the Industry – Kestra Private Wealth Services (035) 29/02/2024
An Advisors Worst Nightmare: Navigating Termination – with Scott Matasar (034) 09/02/2024
Why Join an OSJ? An Anecdotal List: What to Look for in an OSJ – with Greg Raines (033) 31/01/2024
Digging into the Actual Numbers – Understanding the Real Economics Involved in a Transition (032) 18/01/2024
"Chose Sides:" From Edward Jones Leadership to a Wild Forced Exit: One Advisor's Story (031) 20/12/2023
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