Firm Transitions with Corey Walen
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/]
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