44 episodes
Firm Transitions with Corey Walen Corey Walen
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- Business
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5.0 • 7 Ratings
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I'm Corey Walen and my goal on this show is to make broker dealer and RIA due diligence easier for you. You'll hear stories of transition from financial advisors as well as insight from my 10+ years of recruiting to help you prepare and learn so you can experience a successful search. Listen anywhere you get your podcasts, and please rate and review the podcast if you enjoy it.
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Going Independent? How Can I Grow My Practice? (044)
When speaking with advisors in the employee channel interested in what a transition to independence might be like, I've been asked: "What are independent advisors doing to grow their business?"
I provide some context in this episode. I hope this helps.
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Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies -
Transitioning to a RIA: What's My Payout? (043)
Now, more than ever, I'm speaking with employee financial advisors, and financial advisors already at an independent broker dealer, that are interested in learning more about the RIA channel.
When advisors kick-off the RIA conversation, they'll ask me, "Corey, what kind of payout can I expect when I make a move or plug into an RIA versus an independent broker dealer?"
I break it down for you in this short episode. I hope this helps.
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Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies -
The Broker Dealer / RIA Menu – What Are My Options? (042)
"What are you looking for in a new firm?"
Financial Advisor: "It's hard to know. I don't even know my options?"
In this short podcast episode I quickly discuss the challenges advisors are facing trying to figure out their transition but have no idea what options they have.
I hope this helps. Thanks for listening!
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Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies -
The Most Common Mistakes Financial Advisors Make in a Transition – with Jeff Nash (041)
On episode 41 of the Firm Transitions podcast, Jeff Nash, CEO / Co-Founder of Bridgemark Strategies, joins me to discuss the most common and obvious mistakes financial advisors make during their transition.
I hope this helps. Thanks for listening!
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Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies -
10 Ways FAs Screw Up Their Transition (040)
A large part of my role as a consultant for financial advisors is helping them filter through the noise when looking at different firms.
More importantly, I help them not make a huge mistake by taking the emotion and fatigue out of it through a systematized process.
I've seen almost every mistake out there and I decided to make a list of the top 10 things FAs need to be keenly aware of to ensure they're making the best decision possible.
If you're a high-performing advisor that could use the help of a non-biased transition consultant, please reach out to me. I hope this helps. Thanks for listening!
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Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies -
$1B Wells Fargo Team Skips FiNet and Goes Fully Independent (039)
Why this former Wells Fargo team passed on FiNet and decided to go fully independent.
• How they built their business inside of Wells Fargo
• Details on their transition
• Their rationale and thought process
• Hurdles and speed bumps, successes and wins
• Client retention and communication of the move
Angela Ostendarp, CFP® and Jordan Raniszeski, CFP® of Carnegie Private Wealth spill the tea on this in-depth episode of the Firm Transitions podcast.
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Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
Customer Reviews
Always Authentic Conversations
Everything Corey's sharing, whether his advice and perspective, or the dialogue with his guests, it's all authentic, honest, and helpful for advisors to hear/be aware of. Thanks for the industry transparency.
Great podcast
Corey has guests on that have been there and done that and can provide true life stories to help other advisors
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