Firm Transitions with Corey Walen

Active· last episode 12 days ago

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~29 min episodes

About Firm Transitions with Corey Walen

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.

Language: English
Type: podcast

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