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For Advisor By Advisors - Interview with Corey Walen, Managing Partner at Bridgemark Strategies - What Channels are Right for Financial Advisors? One Expert Weighs In!

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Manage episode 386541146 series 3380761
Content provided by Evan J Mayer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evan J Mayer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we speak with Corey Walen, Managing Partner at Bridgemark Strategies. We went over a variety of topics from compensation on the firms recruiting to where the trends are going on where advisors land. We also spent time going over the dynamics in teams coming over and what that looks like on what channels they choose. Corey is well known for his content on YouTube, LinkedIn, and his own podcast and we were really excited to sit down with him. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.

I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

  continue reading

Chapters

1. [Ad] FinServ Podcast (00:15:30)

2. (Cont.) For Advisor By Advisors - Interview with Corey Walen, Managing Partner at Bridgemark Strategies - What Channels are Right for Financial Advisors? One Expert Weighs In! (00:15:31)

83 episodes

Artwork
iconShare
 
Manage episode 386541146 series 3380761
Content provided by Evan J Mayer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evan J Mayer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we speak with Corey Walen, Managing Partner at Bridgemark Strategies. We went over a variety of topics from compensation on the firms recruiting to where the trends are going on where advisors land. We also spent time going over the dynamics in teams coming over and what that looks like on what channels they choose. Corey is well known for his content on YouTube, LinkedIn, and his own podcast and we were really excited to sit down with him. I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.

I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

  continue reading

Chapters

1. [Ad] FinServ Podcast (00:15:30)

2. (Cont.) For Advisor By Advisors - Interview with Corey Walen, Managing Partner at Bridgemark Strategies - What Channels are Right for Financial Advisors? One Expert Weighs In! (00:15:31)

83 episodes

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