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.
Firm Transitions with Corey Walen
Claim This Podcastby Corey Walen
5.0(3 reviews)
100 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
73
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality87
Social0
YouTube76
Engagement71
Podcast Overview
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
🇺🇲
Publishing Since
2/14/2023
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73
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality87
Social0
YouTube76
Engagement71
8
Excellent Areas
2
Good Performance
9
Growth Opportunities
excellent
Episode Length
32 minutes
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Every 11 days
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Recent Episodes
July 10, 2026
How This $100M Advisor Found The Right Path Through Supported Independence – with Kirk Licata (099)
Kirk Licata, CFP®, shares his journey to supported independence, detailing the pivotal questions and strategic process behind launching Licata Financial Design with RFG Advisory.
June 22, 2026
Why Are So Many Advisors Switching Firms Right Now? – with Brett Waterfield & Travis Boak (098)
Recruiting is running hot right now, and we keep hearing the same question from advisors and even friends outside the business: "Why are so many financial advisors changing firms right now?" A few members of the Bridgemark team joined me on today's episode. Brett Waterfield, Travis Boak, and I dive into what’s actually driving the surge, based on constant conversations with advisors across the wirehouse, broker dealer, hybrid, and RIA landscape. A big theme is autonomy. Not “less...
June 4, 2026
How Elite Advisors Are Using Record Transition Deals to Build Long-Term Value – with Jeff Nash (097)
We break down why recruiting and transition packages are hitting record highs and how to think about them without sacrificing clients, tools, or service. We share how elite advisors use forgivable-loan economics to invest in growth, build enterprise value, and solve real succession and acquisition challenges. • Record-high transition offers • Going backward on platform for a check? • Treating your practice like a business and getting educated on options • How forgivable loans func...
100 total episodes available with 8 transcripts
Recent guests on Firm Transitions with Corey Walen
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Kirk Licata
Guest
Jeff Gonyo
Guest
Jeff Nash
Guest
David Roberson
Guest
Alex Goss
Guest
Jason Barber CFP®
Guest
Josh Paddock
Guest
Clark Smith
Guest
Chuck Failla
Guest
Lindsey McMillion Stemann
Guest
Scott Wilson
Guest
Ali Rustempasic
Guest
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Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is Firm Transitions with Corey Walen?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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