Firm Transitions with Corey Walen
Jeff Gonyo joins me and we discuss how Steward Partners scaled from just a handful of advisors to nearly $50 billion by blending true independence with W-2 support, multi-custody choice, and broad employee ownership. The result is a clear path for breakaways and independents who want equity, flexibility, and the freedom to focus on clients. • Founder’s journey from wirehouse to partnership model • W-2 independence with RIA flexibility and multi-custody • Turn-key office launches and platform investments • M&A pathway for growth, not retirement • Next-gen talent, internal succession, and HNW focus If you’re a high-performing financial advisor who wants a non-biased, independent guide to explore all your transition options, text, call, email, or DM me. It costs absolutely nothing to work with me. --- 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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