Real Example Of Hard Truth

I want to share a brief story with you.

?

I've been speaking to the same wirehouse financial advisor for the past 10 years.

?

He’s honestly an amazing advisor and person.??The first time we met, he was producing $900,000 in revenue. He explained that he wanted to leave the firm but was hung up on the idea that he needed more production to make the move.

?

We reconnected three years later, by this time he had almost doubled his production, $1,600,000! We picked up our conversation where we left off years ago, discussing his transition options, but again, he decided it wasn’t the right time.

?

Finally, we recently crossed paths again (two years following our last encounter; five years since the first time we met originally). He’s now a top advisor at his firm! This time around he told me he wanted to leave but now believed his business was too complex & large to move.

?

Word for word: "Corey, I wish I had just made the move when we first met, life and business were simpler.”

?

This happens way more than you can imagine.

?

**Advisors: It’s always going to be a difficult decision to move, regardless of your production or life circumstances. I promise it will never feel perfect. However, if you know in your gut, that your firm isn't the right long-term fit for you, time will not solve the issue, only action will.

?

If you’re a high-performing financial advisor considering a move, have questions, could simply use the help of an experienced transition consultant, I’m happy to help you—please reach out to me.

?

Corey

What to Look for in an Attorney During Your Firm Transition (3:59)

Are you considering leaving your firm? Do you know which attorney you're going to hire and is she/he the "right" attorney for you and your transition?

Watch

Prefer to catch these conversations on the go?

??? Add my podcast to your feed: Firm Transitions with Corey Walen. Listen on Apple and Spotify.

Enjoy!

?? If you don't have the time to check out these videos right now, I encourage you to Subscribe to my YouTube channel and you'll be able to quickly reference all of my value-add content on-demand and be kept in the loop on new videos going forward.

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.

Corey

[email protected]