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Firm Transitions Podcast With Corey Walen
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This channel will make your BD/RIA exploration process easier, more streamlined, and less stressful!

I feel your pain! You have 100's of different broker dealer and RIA options out there to choose from. They all believe and tell you their offering is the best fit for your business. It's hard to decipher sales spin from truth.

We are a firm that can leverage our 50+ years of combined recruiting experience to educate you on industry offerings, align you with the firms that best compliment your business and goals, help you ask the right questions to sort sales spin from reality, and advocate on your behalf to ensure you get the best start possible at your new Broker Dealer or RIA.

Remember, my services are no cost to you.

You can reach me at:
Text or Call: (908) 902 4903
Email: corey@bridgemarkstrategies.com
Book an appointment here: calendly.com/coreywalen
Learn more: coreywalen.com



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20:19

Advisor Transitions: Payout, Practice Value, and Your Next Move – with Jeff Nash

Firm Transitions Podcast With Corey Walen

Shared 18 hours ago

47 views

5:20

When's the Best Time for a Financial Advisor to Change Firms?

Firm Transitions Podcast With Corey Walen

Shared 5 days ago

263 views

5:52

Considering a Firm Change? Ask These Questions First

Firm Transitions Podcast With Corey Walen

Shared 1 week ago

113 views

11:53

TERMINATED: What Financial Advisors Should Do Immediately

Firm Transitions Podcast With Corey Walen

Shared 2 weeks ago

362 views

4:08

Does Changing Firms Actually Make Financial Sense?

Firm Transitions Podcast With Corey Walen

Shared 3 weeks ago

238 views

4:11

Your Firm's Handling of AI Will Affect You

Firm Transitions Podcast With Corey Walen

Shared 3 weeks ago

310 views

9:10

Changing Firms — Will My Clients Will Come With Me?

Firm Transitions Podcast With Corey Walen

Shared 1 month ago

405 views

4:22

What Financial Advisors Should Expect From the First Call

Firm Transitions Podcast With Corey Walen

Shared 1 month ago

934 views

4:35

When Should You Call a Recruiter?

Firm Transitions Podcast With Corey Walen

Shared 1 month ago

108 views

7:49

“Cruise Control” Wasn’t Enough for This Edward Jones Advisor

Firm Transitions Podcast With Corey Walen

Shared 1 month ago

630 views

7:12

The Actual Payout Independent Advisors Take Home

Firm Transitions Podcast With Corey Walen

Shared 2 months ago

294 views

16:55

The Questions Financial Advisors Are Always Asking—My Guidance

Firm Transitions Podcast With Corey Walen

Shared 2 months ago

291 views

2:55

Are You Losing Confidence in Your Firm?

Firm Transitions Podcast With Corey Walen

Shared 2 months ago

1.2K views

30:33

This $100M Advisor Left His RIA After 12 Years for Supported Independence – with Kirk Licata

Firm Transitions Podcast With Corey Walen

Shared 2 months ago

436 views

3:08

Does This Sound Like Real Business Ownership to You?

Firm Transitions Podcast With Corey Walen

Shared 2 months ago

670 views

56:24

Why Are So Many Financial Advisors Changing Firms?

Firm Transitions Podcast With Corey Walen

Shared 3 months ago

343 views

9:06

How To Dominate Your Firm Due Diligence

Firm Transitions Podcast With Corey Walen

Shared 3 months ago

2.5K views

3:42

What A Financial Advisor Transition Actually Looks Like—Today

Firm Transitions Podcast With Corey Walen

Shared 3 months ago

1.7K views

28:43

How Elite Advisors Are Turning Recruiting Deals Into Enterprise Value

Firm Transitions Podcast With Corey Walen

Shared 4 months ago

276 views

7:34

Life Changing Opportunities Most Advisors Miss

Firm Transitions Podcast With Corey Walen

Shared 4 months ago

319 views

2:38

Truist Advisors: Things Are Changing—What Are Your Options?

Firm Transitions Podcast With Corey Walen

Shared 4 months ago

930 views

34:29

The RIA Space is Changing Faster Than Advisors Realize: An Update

Firm Transitions Podcast With Corey Walen

Shared 4 months ago

277 views

4:23

The Emotional Toll of Advisor Transitions That We Should Talk About

Firm Transitions Podcast With Corey Walen

Shared 4 months ago

559 views

2:53

Perfect Example of Why Advisors Consider Going Independent

Firm Transitions Podcast With Corey Walen

Shared 5 months ago

1.9K views

40:32

The $500 Million RIA Breakaway Story – with Bill Laird

Firm Transitions Podcast With Corey Walen

Shared 5 months ago

274 views

3:15

Financial Advisors: You’re Undervaluing Your Business — By A LOT

Firm Transitions Podcast With Corey Walen

Shared 5 months ago

4.2K views

38:26

I Left Edward Jones After 25 Years — Why and What Happened Next

Firm Transitions Podcast With Corey Walen

Shared 5 months ago

2K views

3:07

Are You Having Doubts—Why Are Your Friends Leaving Your Firm?

Firm Transitions Podcast With Corey Walen

Shared 6 months ago

2.8K views

31:15

This Bank Advisor Walked Away to Go Independent

Firm Transitions Podcast With Corey Walen

Shared 6 months ago

271 views

3:58

RIAs Are Offering Upfront Money

Firm Transitions Podcast With Corey Walen

Shared 6 months ago

1.3K views

3:22

Going Independent? You're Launching a Business

Firm Transitions Podcast With Corey Walen

Shared 6 months ago

1.6K views

5:04

The Succession Crisis Happening in Plain Sight

Firm Transitions Podcast With Corey Walen

Shared 7 months ago

609 views

33:18

The #1 Marketing Mistake Financial Advisors Make When Launching Their Own Firm

Firm Transitions Podcast With Corey Walen

Shared 7 months ago

272 views

3:03

Why So Many Edward Jones Advisors Are Quietly Exploring Their Options

Firm Transitions Podcast With Corey Walen

Shared 7 months ago

1K views

9:34

How We Help Financial Advisors Choose the RIGHT Firm (Without Wasting 6 Months)

Firm Transitions Podcast With Corey Walen

Shared 7 months ago

724 views

38:05

The “Third Option” for Breakaway Advisors Nobody Talks About – with Steward Partners

Firm Transitions Podcast With Corey Walen

Shared 8 months ago

474 views

5:52

Your True Net Payout as an Independent Advisor

Firm Transitions Podcast With Corey Walen

Shared 8 months ago

1.8K views

5:41

Financial Advisor – Terminated? Here’s Exactly What to Do Next

Firm Transitions Podcast With Corey Walen

Shared 8 months ago

3.7K views

26:33

How to Know If You’re ACTUALLY Getting a Good Transition Deal

Firm Transitions Podcast With Corey Walen

Shared 8 months ago

287 views

3:41

Is Now The Right Time to Transition Firms?

Firm Transitions Podcast With Corey Walen

Shared 8 months ago

4.4K views

3:32

Why So Many RIA Advisors Are Quietly Unhappy

Firm Transitions Podcast With Corey Walen

Shared 9 months ago

7.9K views

4:42

The #1 Reason Advisors Blow Their Due Diligence — How to Get It Right

Firm Transitions Podcast With Corey Walen

Shared 9 months ago

8.6K views

2:53

Are You in Limbo—Which Firm Is The Right Choice?

Firm Transitions Podcast With Corey Walen

Shared 10 months ago

7.8K views

40:12

Biggest RIA Misconceptions Advisors STILL Believe – Debunked! (with Mutual Group CEO, Aaron Jasper)

Firm Transitions Podcast With Corey Walen

Shared 10 months ago

284 views

3:16

Wirehouse Advisors: Will My Resources Be Limited on the Independent Channel?

Firm Transitions Podcast With Corey Walen

Shared 10 months ago

843 views

45:37

Morgan Stanley/RIA Breakaway: Strategies that Led to Explosive 60% Growth!

Firm Transitions Podcast With Corey Walen

Shared 10 months ago

190 views

3:40

How to Chose the Best Recruiter?

Firm Transitions Podcast With Corey Walen

Shared 10 months ago

960 views

24:43

Financial Advisors: What To Do When Your Firm Sells? – with Jeff Nash

Firm Transitions Podcast With Corey Walen

Shared 11 months ago

133 views

5:59

Is Compliance Easier as an RIA?

Firm Transitions Podcast With Corey Walen

Shared 11 months ago

642 views

30:20

Financial Advisors Considering Leaving the Wirehouse — Is It Time?

Firm Transitions Podcast With Corey Walen

Shared 11 months ago

312 views

4:40

Financial Advisors: Should I Consider Equity in My Transition?

Firm Transitions Podcast With Corey Walen

Shared 11 months ago

174 views

3:07

When's the Best Time for Financial Advisors to Call a Recruiter - Transition Consultant

Firm Transitions Podcast With Corey Walen

Shared 11 months ago

795 views

40:26

Advisors: Actually Grow Your Business Through Better Referrals – with Bill Cates

Firm Transitions Podcast With Corey Walen

Shared 1 year ago

141 views

3:23

Maximize Your Business Value: What Buyers Are Looking For

Firm Transitions Podcast With Corey Walen

Shared 1 year ago

48 views

4:50

Advisors: What Questions Should I Ask in my Transition Due Diligence?

Firm Transitions Podcast With Corey Walen

Shared 1 year ago

99 views

41:23

Own Your Future: Financial Advisor Left Edward Jones and is Thriving - Ft. Travis Jensen

Firm Transitions Podcast With Corey Walen

Shared 1 year ago

861 views

7:40

How We Help Financial Advisors Avoid Firm Transition Mistakes

Firm Transitions Podcast With Corey Walen

Shared 1 year ago

155 views

5:39

Is Independence Right for Me?

Firm Transitions Podcast With Corey Walen

Shared 1 year ago

83 views

11:18

Any Financial Advisor Considering a Move – This Video's For You

Firm Transitions Podcast With Corey Walen

Shared 1 year ago

319 views

5:18

Advisors Aiming to Leave Their Captive Firm – Things You Must Consider

Firm Transitions Podcast With Corey Walen

Shared 1 year ago

68 views

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