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 4 de 5

Find the Right Fit: What I'm Seeing, What I've Learned, What to Watch (Out) For (030) 11/12/2023
Why a Successful and Growing Bank Advisor Left for Independence? Evan Mayer's Unique Story (029) 20/11/2023
Leaving the Wires after 25 years – "My life, overall, is so much better," with Austin Palmer (028) 14/11/2023
Four Recruiting Red Flags 🚩 to Watch Out For (027) 06/11/2023
Deal or Loan: Understanding the Economics of Broker Dealer Offers, with Jeff Nash (026) 30/10/2023
Navigating the "Arms Race" - Compensation Trends Driving Advisor Moves, with Jeff Nash (025) 16/10/2023
From a Regional B/D to a $2 Billion Independent Practice (024) 06/10/2023
Bank Financial Advisors: Your Transition Will Be Different (023) 02/10/2023
All Things I Experienced Leaving Edward Jones: Grew the Business, Better for my Clients, Flexibility to Build, More Support (022) 28/09/2023
How This $500M Team Left Edward Jones to Build Their Own RIA (021) 20/09/2023
Is Creating Your Own RIA a Good Idea, the Box Created by Big Firms, are Current M&A and Valuations a Bubble, Never Be Unhappy Again – with Alex Goss, NewEdge Advisors (020) 07/09/2023
Take Advantage of All-Time High Incentives: Seven Ways to Maximize Your Offer (019) 17/08/2023
How Long a Transition Takes, Successfully Transitioning Your Clients, Catching Red Flags, Realistic Expectations – with Grier Rubeling (018) 07/08/2023
There's a Shift Taking Place in the Industry, Helping FAs Achieve Real Scale, the Sell & Stay Model – with David Wood, Gateway Financial Partners (017) 01/08/2023
What is Supported Independence? (016) 27/07/2023
Going Independent, But Not Alone – with Private Advisor Group (015) 21/07/2023
What Makes a Successful Transition: 7 Questions to Ask (014) 27/06/2023
Why You Should Pass on $200,000 (013) 07/06/2023
Leaving Wells Fargo: "I Was Literally Crippled by Fear" – with Sean Tyll (012)  18/05/2023
The Anatomy of a Recruiting Deal – 4 Financial Considerations (011) 11/05/2023
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