Firm Transitions with Corey Walen
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/]
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