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 5 de 5

Level 10 Edward Jones Advisor's Journey to Independence – with Seth Liskey (010) 25/04/2023
Top Five Independent Misconceptions (009) 20/04/2023
Transitioning to RIA, What it Takes, M&A: Minority Sale – with Robert Russo (008) 12/04/2023
Navigating the Bank Channel and My Transition to Independence – with Nic Nielsen (007) 03/04/2023
Why Edward Jones Advisors Should Consider Independence (006) 22/03/2023
FA Marketing that Works – with Corey Keating (005) 13/03/2023
Seven (7) Reasons Why an Independent FA Would Switch Firms – (004) 06/03/2023
Valuations at an All-Time High: Mergers & Acquisitions – with Jeff Nash (003) 23/02/2023
Remove the Fear of Leaving Edward Jones – with Scott Matasar (002) 17/02/2023
Welcome to Firm Transitions with Corey Walen 14/02/2023
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