A large part of my role as a consultant for financial advisors is helping them filter through the noise when looking at different firms.
More importantly, I help them not make a huge mistake by taking the emotion and fatigue out of it through a systematized process.
I've seen almost every mistake out there and I decided to make a list of the top 10 things FAs need to be keenly aware of to ensure they're making the best decision possible.
If you're a high-performing advisor that could use the help of a non-biased transition consultant, please reach out to me. I hope this helps. Thanks for listening!
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Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
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Contact & connect with me:
Text or Call: (908) 902 4903
Website: https://www.coreywalen.co...
