Firm Transitions with Corey Walen

Why Are So Many Advisors Switching Firms Right Now? – with Brett Waterfield & Travis Boak (098)

56 min · Ayer
Portada del episodio Why Are So Many Advisors Switching Firms Right Now? – with Brett Waterfield & Travis Boak (098)

Descripción

Recruiting is running hot right now, and we keep hearing the same question from advisors and even friends outside the business: "Why are so many financial advisors changing firms right now?"  A few members of the Bridgemark team joined me on today's episode.  Brett Waterfield, Travis Boak, and I dive into what’s actually driving the surge, based on constant conversations with advisors across the wirehouse, broker dealer, hybrid, and RIA landscape. A big theme is autonomy. Not “less compliance,” but the ability to run your business like an experienced professional: Hire staff when growth demands it, stop fighting needless friction, and serve clients with more flexibility in investments, lending, trust services, and tax-aware planning. We talk about what “outgrowing your firm” looks like in real life, from staffing hurdles to platform restrictions that quietly limit who you can serve and how you can scale. Technology and AI are now core to the decision. We get specific about what modern RIA platforms are demonstrating: Integrated systems, AI-driven meeting prep, automated notes into the CRM, and workflows that kick off planning and follow-ups right after a client call. The goal is simple: give advisors time back, close silos across tax and estate planning, and improve the client experience without losing control of what goes out the door. We also cover the human side: Culture, turnover, feeling like a number, and marketing constraints that make it hard to differentiate with newsletters, podcasts, LinkedIn, or a niche message. Then we zoom out to consolidation and M&A, including why plan B thinking matters and how enterprise value and succession planning are reshaping what “the best firm” even means. Find Brett and Travis on their podcast, The Advisor Strategy Room [https://open.spotify.com/show/3HHVRZVIu4nS7qUiVedLiO?si=bc5755c4ce18430f&nd=1&dlsi=e825a327be02452f] --- Contact & connect with me: Text or Call: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(908) 902 4903⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Meet: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://calendly.com/coreywalen⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEY2ZlV4cEZrVEl0TzZzaWdmemt3V055MXRnZ3xBQ3Jtc0tuNzZJSDVDZkhDVmNPNWlIXzJYTWRxR0JRQktsMnVacFp5TjZJd216QnRsYTlTMC1sZDc1SzIxNzI5NU1ELTJOWHlHMVpuV2ppRmV4OHZyQTQxZXVJRTJEWXVqdHFsVGZpS2VVQnFEWTNsYTZ4ekNIdw&q=https%3A%2F%2Fcalendly.com%2Fcoreywalen&v=AoxGeW5u8Rs] LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/coreywalen/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbl81TVQxalBHTGUzSkVJdmZnWTVvRzJHRWhwQXxBQ3Jtc0tsWnBJQmhPOWtfZHZ2cDdYSG04SXdlQkp5bkZHZ1JVV3FITzBxbjY3eEh3SnJYeUpvc0RLdG12WEpENHlkLWNlT0FqdE5vRnI3TGNLMG01QUxqdzlCVmZ4NktQemlfU2NNX2tUS3lRZl9NRzY2RnliQQ&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fcorey-walen-22a76325%2F&v=AoxGeW5u8Rs] YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@CoreyWalen⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/@CoreyWalen] Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.coreywalen.com⁠⁠⁠⁠⁠... [https://www.coreywalen.com/]

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98 episodios

episode Why Are So Many Advisors Switching Firms Right Now? – with Brett Waterfield & Travis Boak (098) artwork

Why Are So Many Advisors Switching Firms Right Now? – with Brett Waterfield & Travis Boak (098)

Recruiting is running hot right now, and we keep hearing the same question from advisors and even friends outside the business: "Why are so many financial advisors changing firms right now?"  A few members of the Bridgemark team joined me on today's episode.  Brett Waterfield, Travis Boak, and I dive into what’s actually driving the surge, based on constant conversations with advisors across the wirehouse, broker dealer, hybrid, and RIA landscape. A big theme is autonomy. Not “less compliance,” but the ability to run your business like an experienced professional: Hire staff when growth demands it, stop fighting needless friction, and serve clients with more flexibility in investments, lending, trust services, and tax-aware planning. We talk about what “outgrowing your firm” looks like in real life, from staffing hurdles to platform restrictions that quietly limit who you can serve and how you can scale. Technology and AI are now core to the decision. We get specific about what modern RIA platforms are demonstrating: Integrated systems, AI-driven meeting prep, automated notes into the CRM, and workflows that kick off planning and follow-ups right after a client call. The goal is simple: give advisors time back, close silos across tax and estate planning, and improve the client experience without losing control of what goes out the door. We also cover the human side: Culture, turnover, feeling like a number, and marketing constraints that make it hard to differentiate with newsletters, podcasts, LinkedIn, or a niche message. Then we zoom out to consolidation and M&A, including why plan B thinking matters and how enterprise value and succession planning are reshaping what “the best firm” even means. Find Brett and Travis on their podcast, The Advisor Strategy Room [https://open.spotify.com/show/3HHVRZVIu4nS7qUiVedLiO?si=bc5755c4ce18430f&nd=1&dlsi=e825a327be02452f] --- Contact & connect with me: Text or Call: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(908) 902 4903⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Meet: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://calendly.com/coreywalen⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEY2ZlV4cEZrVEl0TzZzaWdmemt3V055MXRnZ3xBQ3Jtc0tuNzZJSDVDZkhDVmNPNWlIXzJYTWRxR0JRQktsMnVacFp5TjZJd216QnRsYTlTMC1sZDc1SzIxNzI5NU1ELTJOWHlHMVpuV2ppRmV4OHZyQTQxZXVJRTJEWXVqdHFsVGZpS2VVQnFEWTNsYTZ4ekNIdw&q=https%3A%2F%2Fcalendly.com%2Fcoreywalen&v=AoxGeW5u8Rs] LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/coreywalen/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbl81TVQxalBHTGUzSkVJdmZnWTVvRzJHRWhwQXxBQ3Jtc0tsWnBJQmhPOWtfZHZ2cDdYSG04SXdlQkp5bkZHZ1JVV3FITzBxbjY3eEh3SnJYeUpvc0RLdG12WEpENHlkLWNlT0FqdE5vRnI3TGNLMG01QUxqdzlCVmZ4NktQemlfU2NNX2tUS3lRZl9NRzY2RnliQQ&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fcorey-walen-22a76325%2F&v=AoxGeW5u8Rs] YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@CoreyWalen⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/@CoreyWalen] Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.coreywalen.com⁠⁠⁠⁠⁠... [https://www.coreywalen.com/]

Ayer56 min
episode How Elite Advisors Are Using Record Transition Deals to Build Long-Term Value – with Jeff Nash (097) artwork

How Elite Advisors Are Using Record Transition Deals to Build Long-Term Value – with Jeff Nash (097)

We break down why recruiting and transition packages are hitting record highs and how to think about them without sacrificing clients, tools, or service. We share how elite advisors use forgivable-loan economics to invest in growth, build enterprise value, and solve real succession and acquisition challenges.  • Record-high transition offers • Going backward on platform for a check? • Treating your practice like a business and getting educated on options  • How forgivable loans function as growth capital  • Upfront money for hiring, marketing, and practice acquisitions  • Real scenarios: Financing business succession while preserving ownership  • Wirehouse choices beyond in-house sunset programs  --- Contact & connect with me: Text or Call: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(908) 902 4903⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Meet: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://calendly.com/coreywalen⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEY2ZlV4cEZrVEl0TzZzaWdmemt3V055MXRnZ3xBQ3Jtc0tuNzZJSDVDZkhDVmNPNWlIXzJYTWRxR0JRQktsMnVacFp5TjZJd216QnRsYTlTMC1sZDc1SzIxNzI5NU1ELTJOWHlHMVpuV2ppRmV4OHZyQTQxZXVJRTJEWXVqdHFsVGZpS2VVQnFEWTNsYTZ4ekNIdw&q=https%3A%2F%2Fcalendly.com%2Fcoreywalen&v=AoxGeW5u8Rs] LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/coreywalen/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbl81TVQxalBHTGUzSkVJdmZnWTVvRzJHRWhwQXxBQ3Jtc0tsWnBJQmhPOWtfZHZ2cDdYSG04SXdlQkp5bkZHZ1JVV3FITzBxbjY3eEh3SnJYeUpvc0RLdG12WEpENHlkLWNlT0FqdE5vRnI3TGNLMG01QUxqdzlCVmZ4NktQemlfU2NNX2tUS3lRZl9NRzY2RnliQQ&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fcorey-walen-22a76325%2F&v=AoxGeW5u8Rs] YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@CoreyWalen⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/@CoreyWalen] Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.coreywalen.com⁠⁠⁠⁠⁠... [https://www.coreywalen.com/]

4 de jun de 202628 min
episode Helping Financial Advisors Navigate the Evolving RIA Marketplace – with Jeff Nash (096) artwork

Helping Financial Advisors Navigate the Evolving RIA Marketplace – with Jeff Nash (096)

The RIA landscape is evolving faster than ever and many financial advisors are already behind. Jeff Nash joins me to break down what’s happening inside the rapidly expanding RIA space: • Why the broker dealer industry continues consolidating • The explosion of new RIA platforms and service models • How private equity and venture capital are reshaping wealth management • The differences between aggregators, integrators, and platform providers • Why more wirehouse advisors are exploring independence • The pros and cons of starting your own RIA • New transition deal structures advisors should understand • How technology, AI, and outsourced support are changing advisor economics Whether you're at a wirehouse, regional firm, independent broker dealer, or already in the RIA space, this conversation will help you better understand the opportunities and risks emerging across the industry. I hope this is helpful. If you're an elite advisor that could use the help of a non-biased transition consultant please reach out, I'd be happy to talk.  --- Contact & connect with me: Text or Call: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(908) 902 4903⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Meet: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://calendly.com/coreywalen⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEY2ZlV4cEZrVEl0TzZzaWdmemt3V055MXRnZ3xBQ3Jtc0tuNzZJSDVDZkhDVmNPNWlIXzJYTWRxR0JRQktsMnVacFp5TjZJd216QnRsYTlTMC1sZDc1SzIxNzI5NU1ELTJOWHlHMVpuV2ppRmV4OHZyQTQxZXVJRTJEWXVqdHFsVGZpS2VVQnFEWTNsYTZ4ekNIdw&q=https%3A%2F%2Fcalendly.com%2Fcoreywalen&v=AoxGeW5u8Rs] LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/coreywalen/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbl81TVQxalBHTGUzSkVJdmZnWTVvRzJHRWhwQXxBQ3Jtc0tsWnBJQmhPOWtfZHZ2cDdYSG04SXdlQkp5bkZHZ1JVV3FITzBxbjY3eEh3SnJYeUpvc0RLdG12WEpENHlkLWNlT0FqdE5vRnI3TGNLMG01QUxqdzlCVmZ4NktQemlfU2NNX2tUS3lRZl9NRzY2RnliQQ&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fcorey-walen-22a76325%2F&v=AoxGeW5u8Rs] YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@CoreyWalen⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/@CoreyWalen] Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.coreywalen.com⁠⁠⁠⁠⁠... [https://www.coreywalen.com/]

29 de may de 202633 min
episode Why Top Advisors Are Quietly Leaving RIAs – with Bill Laird (095) artwork

Why Top Advisors Are Quietly Leaving RIAs – with Bill Laird (095)

What makes a successful financial advisor leave a large RIA firm? In this episode, I sit down with Bill Laird, founder of Riverside Wealth Advisors, to discuss why he chose to leave a major RIA environment and launch his own independent practice with NewEdge Advisors. Bill shares: ✔ Why many advisors in the RIA channel feel they’ve lost control ✔ How compliance, equity, and bureaucracy pushed him to explore options ✔ Why he turned down large recruiting offers ✔ How he transitioned over $500M in assets ✔ What life and growth look like after the move ✔ Advice for advisors quietly considering a change If you’re a financial advisor wondering whether your current firm is still the right long-term fit, this conversation is packed with insight. --- Contact & connect with me: Text or Call: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(908) 902 4903⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Meet: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://calendly.com/coreywalen⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEY2ZlV4cEZrVEl0TzZzaWdmemt3V055MXRnZ3xBQ3Jtc0tuNzZJSDVDZkhDVmNPNWlIXzJYTWRxR0JRQktsMnVacFp5TjZJd216QnRsYTlTMC1sZDc1SzIxNzI5NU1ELTJOWHlHMVpuV2ppRmV4OHZyQTQxZXVJRTJEWXVqdHFsVGZpS2VVQnFEWTNsYTZ4ekNIdw&q=https%3A%2F%2Fcalendly.com%2Fcoreywalen&v=AoxGeW5u8Rs] LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/coreywalen/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbl81TVQxalBHTGUzSkVJdmZnWTVvRzJHRWhwQXxBQ3Jtc0tsWnBJQmhPOWtfZHZ2cDdYSG04SXdlQkp5bkZHZ1JVV3FITzBxbjY3eEh3SnJYeUpvc0RLdG12WEpENHlkLWNlT0FqdE5vRnI3TGNLMG01QUxqdzlCVmZ4NktQemlfU2NNX2tUS3lRZl9NRzY2RnliQQ&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fcorey-walen-22a76325%2F&v=AoxGeW5u8Rs] YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@CoreyWalen⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/@CoreyWalen] Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.coreywalen.com⁠⁠⁠⁠⁠... [https://www.coreywalen.com/]

4 de may de 202640 min
episode 25 Years at Edward Jones, Couldn't Ignore It Anymore – with Alex Williams (094) artwork

25 Years at Edward Jones, Couldn't Ignore It Anymore – with Alex Williams (094)

Are you really running your own business… or just being told you are? In this episode, I sit down with Alex Williams, CFP®, a former 25-year veteran of Edward Jones who made the leap to independence in 2024. After decades inside a major national firm, including leadership roles overseeing 60+ offices, Alex candidly shares what finally pushed him to explore independence, what surprised him during the transition, and what life actually looks like on the other side. This is for ANY advisor considering transition, with questions:  “Should I stay or should I go?” “What would independence actually look like for me?” “Will my clients follow?” What you’ll learn: • The real limitations of “business ownership” inside big firms • What triggered Alex to seriously consider independence • The biggest fears advisors have (and what actually happens) • Client transition reality (including what % followed) • How his service model improved post-transition • The truth about compliance, tech, and flexibility • What advisors get wrong during due diligence • Why the home office visit is the MOST important step Key takeaway: Independence isn’t for everyone, but most advisors have no idea what’s actually available to them. If you’re a financial advisor considering independence, or just curious what life looks like on the other side, this is a great conversation. I hope this is helpful. If you're an elite advisor that could use the help of a non-biased transition consultant please reach out, I'd be happy to talk.  --- Contact & connect with me: Text or Call: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(908) 902 4903⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Meet: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://calendly.com/coreywalen⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEY2ZlV4cEZrVEl0TzZzaWdmemt3V055MXRnZ3xBQ3Jtc0tuNzZJSDVDZkhDVmNPNWlIXzJYTWRxR0JRQktsMnVacFp5TjZJd216QnRsYTlTMC1sZDc1SzIxNzI5NU1ELTJOWHlHMVpuV2ppRmV4OHZyQTQxZXVJRTJEWXVqdHFsVGZpS2VVQnFEWTNsYTZ4ekNIdw&q=https%3A%2F%2Fcalendly.com%2Fcoreywalen&v=AoxGeW5u8Rs] LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/coreywalen/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbl81TVQxalBHTGUzSkVJdmZnWTVvRzJHRWhwQXxBQ3Jtc0tsWnBJQmhPOWtfZHZ2cDdYSG04SXdlQkp5bkZHZ1JVV3FITzBxbjY3eEh3SnJYeUpvc0RLdG12WEpENHlkLWNlT0FqdE5vRnI3TGNLMG01QUxqdzlCVmZ4NktQemlfU2NNX2tUS3lRZl9NRzY2RnliQQ&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fcorey-walen-22a76325%2F&v=AoxGeW5u8Rs] YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@CoreyWalen⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/@CoreyWalen] Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.coreywalen.com⁠⁠⁠⁠⁠... [https://www.coreywalen.com/]

23 de abr de 202638 min