Firm Transitions Podcast With Corey Walen
This channel will make your BD/RIA exploration process easier, more streamlined, and less stressful!
I feel your pain! You have 100's of different broker dealer and RIA options out there to choose from. They all believe and tell you their offering is the best fit for your business. It's hard to decipher sales spin from truth.
We are a firm that can leverage our 50+ years of combined recruiting experience to educate you on industry offerings, align you with the firms that best compliment your business and goals, help you ask the right questions to sort sales spin from reality, and advocate on your behalf to ensure you get the best start possible at your new Broker Dealer or RIA.
Remember, my services are no cost to you.
You can reach me at:
Text or Call: (908) 902 4903
Email: [email protected]
Book an appointment here: calendly.com/coreywalen
Learn more: coreywalen.com
Wirehouse Advisors: Will My Resources Be Limited on the Independent Channel?
The RIA Breakaway: Strategies that Led to Explosive 60% Growth!
How to Chose the Best Recruiter?
Финансовые консультанты: что делать, если ваша фирма продаётся? — с Джеффом Нэшем
Проще ли обеспечить соответствие требованиям с помощью RIA?
Финансовые консультанты рассматривают возможность ухода из Wirehouse — пришло ли время?
Financial Advisors: Should I Consider Equity in My Transition?
When's the Best Time for Financial Advisors to Call a Recruiter - Transition Consultant
Advisors: Actually Grow Your Business Through Better Referrals – with Bill Cates
Maximize Your Business Value: What Buyers Are Looking For
Advisors: What Questions Should I Ask in my Transition Due Diligence?
Own Your Future: Financial Advisor Left Edward Jones and is Thriving - Ft. Travis Jensen
How We Help Financial Advisors Avoid Firm Transition Mistakes
Is Independence Right for Me?
Any Financial Advisor Considering a Move – This Video's For You
Advisors Aiming to Leave Their Captive Firm – Things You Must Consider
Current Valuations: What Elite Financial Advisors Need to Know Right Now — with Jeff Nash
9 Essential Steps for Financial Advisor Transition Due Diligence
Advisors: Why Your Website Matters More Than You Might Think — with David Roberson
How Independent Advisors Can Secure Record Breaking Offers
RIA Boom: A Conversation with NewEdge Advisors CEO, Alex Goss
Independent Advisors: What Are Your Transition Options
Starting Your Own RIA: How Hard Was It? — with Jason Barber
Transitioning Firms: A Costly Mistake Financial Advisors Make Way Too Often
Which Financial Advisors Retain the Most Assets During Their Transition?
Financial Advisor: Is RIA Right For Me? — with Chuck Failla
Advisors Making a Firm Transition – Enhance Your Search
Are You an Advisor Considering Launching Your Own Business?
Advisors: How Do You Know if You're Getting a Good Deal?
Leveraging LinkedIn for Financial Advisors — with Lindsey McMillion Stemann