Shows
Firm Transitions with Corey WalenFAs are Frustrated with Their Back-Office: Is The Grass Actually Greener Somewhere Else? – with Jeff Nash (072)Corey and guest Jeff Nash, CEO of Bridgemark Strategies, discuss the challenges faced by financial advisors with their broker-dealers and RIAs. Advisors are frustrated with poor service, outdated technology, and inefficient systems that hinder their ability to take on new clients. Highlights include the rapid growth and consolidation in the industry, leading to misaligned service paradigms and diluted service quality. Together, they further emphasizes the importance of segmentation and technology investments for better service. I hope this conversation is helpful. If you're a high-performing advisor that could use the help of a non-biased...2025-03-1914 minFirm Transitions with Corey WalenWhat to Expect in Financial Advisor Transitions This Year (2025) – with Jeff Nash (069)Jeff Nash and I catch up to discuss what's ahead this year along with recapping some trends from 2024.
• The Great Consolidation: The shifting independent Broker-Dealer and RIA landscape"
• "Wirehouse Contradiction?" Where and why are wirehouse leaders going?
• Valuation Realities: What's your business really worth?
I hope this conversation is helpful. If you're a high-performing 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
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com2025-01-2437 min
The Casa de Klub PodcastCasa De Klub #021: Jeff PassanWelcome to the Casa, Jeff! @espn @ESPNMLB columnist and insider Jeff Passan joins the show to discuss the 2024 @MLB free agency frenzy with #juansoto as well as how the @Dodgers have introduced a new way of building a championship roster. Passan gives suggestions on how the MLB can market its big superstars, the evolution of Tommy John surgery, the state of youth baseball in america and more. Enjoy!▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬00:00 - Intro00:27 - Building Trust09:06 - Twitter Waiver Wire12:07 - Soto Stays A Yankee?15:28 - Ohtani Deferral23:00 - Passan's State...2024-12-0256 minThe Casa de Klub PodcastCasa De Klub #021: Jeff PassanWelcome to the Casa, Jeff! @espn @ESPNMLB columnist and insider Jeff Passan joins the show to discuss the 2024 @MLB free agency frenzy with #juansoto as well as how the @Dodgers have introduced a new way of building a championship roster. Passan gives suggestions on how the MLB can market its big superstars, the evolution of Tommy John surgery, the state of youth baseball in america and more. Enjoy!▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬00:00 - Intro00:27 - Building Trust09:06 - Twitter Waiver Wire12:07 - Soto Stays A Yankee?15:28 - Ohtani Deferral23:00 - Passan's State...2024-12-0256 min
Dare to LaunchBecome a Better Interviewer w/ Corey Poirier - DTL #32Join Chris and me in welcoming Corey Poirier to the show this week! Corey is an author, multiple-time TEDx speaker, and seasoned interviewer with over 7500 interviews under his belt. He’s talked to acclaimed authors like Deepak Chopra and Zig Ziglar, motivational speakers like Lisa Nichols and Gary V, and eclectic celebrities like Tommy Chong and Stedman Graham. The goal of his work is to understand the secrets of these influential leaders and share them with the world, through his own books and lectures. In today’s chat, he walks us through the art of crafting good questions, the impo...2024-10-0858 min
The Jeff Cameron Show ~ Warchant.comWarchant Report -- Jeff Cameron, Corey Clark, Aslan Hajivandi preview FSU Football vs. MemphisWarchant Report -- Jeff Cameron, Corey Clark, Aslan Hajivandi preview FSU Football vs. Memphis FSU Football, Florida State Seminoles, FSU Podcast, Florida State Football, Warchant TV
2024-09-1436 minFirm Transitions with Corey WalenDo You Think We've Reached the Peak of Recruiting Deals? – with Jeff Nash (059)Jeff Nash, is my business partner as well as the CEO & Co-Founder of Bridgemark Strategies.
We sat down recently to discuss the continued all-time highs we're seeing in the advisor transition space and where it might go from here, how long it could last, or have we reached a peak?
Our conversation also covered the impact of market conditions, interest rates, and private equity on deal structures. We emphasized the importance of advisors considering not just economics but also cultural fit and firm quality as well as the need for advisors to be cautious of...2024-09-0426 min
Reading Between the Reels: Film analysis with snark and heartRBR #97: RBR in Class–Featuring Jeff McGee & Din from F-105This episode features our friends Jeff McGee (“Marvin Dog Media,” “Star Wars Splash Page”) and Din (“F-105”) speaking to our students in a special Star Wars discussion.
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Email: Reading...2024-07-1030 min
The Deep Specialization™️ PodcastAn Agency Business in a Box w/ Jeff Tomlin"The average small business uses over three dozen different pieces of software to run different aspects of their business." – Jeff Tomlin, Co-Founder & CMO of Vendasta
If you had to summarize Vendasta’s marketplace for small and medium sized agencies, it would be, in Jeff’s words, “Business in a box”.
Vendasta gives 80k+ agencies a full-stack platform to rebrand and resell online services to local business clients, granting them the scalability of a SaaS recurring revenue model. Simplifying operations, the company lets agencies acquire, retain, expand and manage clients all in one place, removing many of the pain...2024-05-2244 min
The Big Honker PodcastEpisode #842: Corey LucasJeff Stanfield & Andy Shaver are joined by owner and founder of Cedar Run Decoys, Corey Lucas.
Corey specializes in crafting one of a kind hand carved decoys for waterfowl hunters and collectors.
The guys discuss the importance and impact of traveling the world and immersing yourself in the culture, Corey shares about the passion he puts into every decoy that comes out of his shop, and they announce a fun collaboration between Cedar Run Decoys and The Big Honker Podcast.2024-04-171h 36
NecronomicastEpisode 272 "Sasquatch: Legend Meets Science" with Dr. Jeff MeldrumMy guest tonight for a late night conversation is one of the most respected and renowned experts in the world of Sasquatch research, Dr. Jeff Meldrum. Dr. Meldrum is an associate professor of anatomy and anthropology at Idaho State University and affiliate curator of the Idaho Museum of Natural History. He is known the world over for his scientific as well as sensible study of the Sasquatch ever since he discovered fresh tracks at the Blue Mountains of southeast Washington back in 1996. So join us as we discuss his fascinating and important book...2024-04-151h 08Firm Transitions with Corey WalenThe Most Common Mistakes Financial Advisors Make in a Transition – with Jeff Nash (041)On episode 41 of the Firm Transitions podcast, Jeff Nash, CEO / Co-Founder of Bridgemark Strategies, joins me to discuss the most common and obvious mistakes financial advisors make during their transition.
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 Strategies2024-04-0829 min
12 ELEVENEp 23: FCA's Lydia Walker & Jeff Fitzgerald...Disciple Makers on CampusToday, I invite you to join me as I sit down with two remarkable individuals, Lydia Walker & Jeff Fitzgerald, who are leaders within the Fellowship of Christian Athletes (FCA) in our local community. Their journey together is a testament to divine orchestration, as they share how their collaboration was perfectly timed by God. Together, they unveil the incredible ways in which God is actively moving within the Junior Highs, High Schools, and Colleges of Northeast Louisiana. Through their experiences, they shed light on the profound significance of discipleship and offer a glimpse into its transformative power in the lives...2024-03-251h 00
The Grow Show: Business Growth Stories from the FrontlinesEmbrace The Suck with #GrowthGuest Corey NiederSend us a textWe are joined by Corey Nieder, Vice President of Sales at PHMG, a leading authority in the world of audio branding. Since joining PHMG in 2016, Corey has been instrumental in driving the company's expansion across North America, particularly marking significant strides in key metropolitan markets like Dallas, Houston, San Antonio, and Austin. His journey from making initial client calls to leading strategic sales initiatives showcases not just his mastery in sales and audio bran...2024-02-2234 min