I've Been There Before As Well

I've shared this in the past, but I thought I’d touch on it again briefly.

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For more than five years now I’ve been an independent recruiter, however prior to this, I was a recruiter for two of the top independent broker dealers in the country as a W2 employee.

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Thinking back to that time as a W2, I vividly remember a specific conversation; I was sitting across from a financial advisor, and he was extremely nervous about potentially making the move to launch his own business. He said to me:

"Corey, I hope you don't take this personally, but why would I take advice from someone about launching a practice that's never done it themselves? I'm a W2 employee and I’m petrified, and you've never done this before. So, this is just hard, you know?”

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As I was driving home from that meeting I realized, while I've helped hundreds of advisors make the transition to independence, he was right, I had never been through it myself—I didn’t fully understand the gravity of his situation.

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Fast-forward a couple years, I myself made the move to independence, leaving behind the “security” of the W2 employee firm. I distinctly remember how scary those first six months were, trying to generate buzz, drum up new conversations… However looking back, it was the most rewarding career decision I could've made.

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Until I actually made the move myself, that advisor was right, I never truly understood the stress that accompanied his decision.

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As you’re considering making a move, you’re receiving advice from wholesalers, other W2 advisors, W2 recruiters, and while they’re well-intended with their guidance, at the end of the day they most likely haven’t been through this process themselves.

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I take this very seriously and if you’re a high-performing advisor considering a transition, I would really love to share with you all of my experience and guidance to help you make the best decision possible for you and the future of your business.

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I’ve helped almost 1,000 high-performing financial advisors successfully transition firms at no cost to them.

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If you have questions, could simply use the help of an experienced transition consultant, I’m happy to help you—please reach out to me.

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Corey

Wirehouse Advisors: When is it Time to Consider a Transition? – Clip with Jake McLean (4:30)

A former Wells Fargo advisor shares his thoughts around what sparked their transition to independence and what other financial advisors should be paying attention to.

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If you're considering making a transition and/or have any questions please feel free to call or text me: (908)-902-4903, DM LinkedIn, Calendly or email [email protected]

Corey