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Established thought leaders with verified media credentials.
Welcome to the Firm Transitions podcast. I'm Corey Walen and my goal is to make broker dealer and RIA due diligence easier for you. I've helped more than 1,000 high-performing financial advisors make successful transitions and on this podcast, I share conversations, stories, examples, and helpful guidance for those looking to make a change or simply seeking more information.
Unknown Host hosts Firm Transitions with Corey Walen.
Recruiting is running hot right now, and we keep hearing the same question from advisors and even friends outside the business: "Why are so many financial advisors changing firms right now?" A few members of the Bridgema
We break down why recruiting and transition packages are hitting record highs and how to think about them without sacrificing clients, tools, or service. We share how elite advisors use forgivable-loan economics to inves
The RIA landscape is evolving faster than ever and many financial advisors are already behind. Jeff Nash joins me to break down what’s happening inside the rapidly expanding RIA space: • Why the broker dealer industry co
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
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 decade
You can feel it when a financial advisor is ready to own the business, but also terrified of what comes with it: Leases, staffing, compliance, tech, bookkeeping, marketing, and the fear that clients might not follow. Tha
Clients will Google you the moment you announce your move. What they find next decides whether they feel calm and confident or start second‑guessing the transition. We dig into a launch-day marketing playbook built to wi
Jeff Gonyo joins me and we discuss how Steward Partners scaled from just a handful of advisors to nearly $50 billion by blending true independence with W-2 support, multi-custody choice, and broad employee ownership. The
We break down how to judge a “good deal” when moving firms and why the right fit must come before the highest headline offer. We share tactics to present your numbers, avoid hidden fees, and negotiate without wearing out
Aaron Jasper of Mutual Group, joins me to unpack how RIAs have changed and why advisors don’t need to be 100% fee-based to make the move. Aaron breaks down hybrid options, the Evolve model for legacy brokerage, and how t
On this episode, top advisor and Best-in-State winner Jason Geisz shares his full journey from Paine Webber/UBS → Morgan Stanley → launching Familia Wealth, an elite independent practice powered by Sanctuary Wealth. Jaso
You heard the news, your firm just sold and now comes the chaos?! In this episode we help you understand what to do and how to manage an acquisition of your broker-dealer. Before the cold calls and glossy decks push you
Jeff Nash and I discuss the increasing trend of wirehouse financial advisors exploring independent options due to changes in compensation and enterprise value. Jeff highlights wirehouse advisors are realizing the ubiquit
I have a great conversation with Bill Cates and unpack a practical, human system for multiplying right-fit clients through comfortable introductions, clear value conversations, and a referral mindset that will compound g
On this episode I catch up with Travis Jensen, an advisor I helped transition from Edward Jones to launch his independent firm, Jensen Complete Wealth. Travis shares his journey which highlights his desire for business o
A clip episode highlighting some emotionally honest moments from the Firm Transitions podcast: Includes various excerpts of high-profile advisors and guests that I've had on the show over the past many months. It's a goo
In this episode, I once again catch up with my business partner, Jeff Nash, CEO and co-founder of Bridgemark Strategies. Together we discuss today’s 🔥 red-hot M&A market for elite financial advisors. We discuss why youn
On this episode, I catch up with David Roberson, founder of Azella Advisor, to discuss everything you need to know about launching a standout website, building a powerful brand, and mastering ongoing marketing strategies
Alex Goss, CEO of NewEdge Wealth, and I catch-up to talk about the rapidly evolving RIA space on episode 80 of Firm Transitions. Key Highlights: • Why top wirehouse advisors are transitioning to RIA • Breaking down misco
Thinking about breaking away from your broker-dealer? Hear Jason Barber, CFP® explain how he helped transformed his multi-generational Edward Jones practice into a $500M independent firm. He shares his thoughts about you
Alex Williams
Legal Director & Company Secretary · Greenspell School of Ecological Herbcraft
1 appearance on this show
Bill Cates
Exponential Growth Coach, Hall of Fame speaker, author of The Hidden Heist · Referral Coach International
1 appearance on this show
Jason Barber
site manager for the International Plaza, Ibero-American Development Corporation · Kings Creek Adventures
1 appearance on this show
Scott Wilson
Senior Football Correspondent · Connecticut Citizens Defense League
1 appearance on this show
David Wood
Glenn D. Ardis Professor of Accounting · world's largest coaching business
1 appearance on this show
Kimberly Sanders
LPL
1 appearance on this show
Alex Goss
NewEdge Advisors
1 appearance on this show
Scott Matasar
Edward Jones
1 appearance on this show
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Firm Transitions with Corey Walen is hosted by Unknown Host. The show is categorised under Business (investing) and has published 0 episodes.
Firm Transitions with Corey Walen regularly covers Business, Investing. It sits in the Business category, with a investing focus.
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