Independent Advisors: What Are Your Transition Options

Описание: Thinking about switching firms or going independent? I've helped thousands of financial advisors navigate the evolving broker-dealer and RIA landscape.

In this video, I break down your options: From making a lateral move to another IBD, joining or starting your own RIA, or going fully independent with a custodian like Schwab, Fidelity, or Goldman Sachs. Each path has pros, cons, and financial implications, and I’ll walk you through what to consider based on your goals.

You only get one shot to make a move the right way—make it count.

If you're a high-performing financial advisor considering a move, PLEASE utilize my non-bias expertise to help you make the most informed decision that best suits you and the future of your business. My help comes at no cost to you.

I hope this helps. Thanks for watching!

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Corey Walen, Managing Partner
Bridgemark Strategies