Firm Transitions with Corey Walen
Hosted by Corey Walen · Corey Walen
5.0from 12 ratings
- 101
- Episodes
- 8
- Transcribed
- 12
- Ratings
- Daily
- Cadence
- 2023
- First episode
- 74K
- YouTube views
About Firm Transitions with Corey Walen
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.
- Publisher
- Corey Walen
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 14 Feb 2023
- Latest episode
- 10 Aug 2026
Latest episodes
8 of 101 episodes have a transcript.
10 Aug 2026
State of the Union (100)
10 Jul 2026
How This $100M Advisor Found The Right Path Through Supported Independence – with Kirk Licata (099)
22 Jun 2026
Why Are So Many Advisors Switching Firms Right Now? – with Brett Waterfield & Travis Boak (098)
Inside a recent episode
Launch Day Marketing For Advisors – with Kevin Nichols of Oechsli (092)
Published 9 Mar 2026 · Transcript excerpt
[…] I mean, they're going to Google you immediately. And I always coach every financial advisor that I work with, like you want them to make sure that this feels like an extremely well thought out, you know, calculated decision that's done tons of tons of research. And like really the only way you can do that initially is through your website, especially with some firms that have restrictive covenants where maybe you can't talk as much as maybe you would want to like exactly that is going to, like I said in my intro, be the difference between you having a good transition and an exceptional one, just making them feel like this is something that was truly, truly thought out. […]
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See plansWho has been a guest on Firm Transitions with Corey Walen
Names identified in recent episode analyses. Showing up to five guests.
- Kirk Licata
- Brett Waterfield
- Travis Boak
- Jeff Nash
- Bill Laird
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 74,014
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 5.0 / 5
- 9 ratings
- Spotify
- 5.0 / 5
- 3 ratings
Podcast Authority Score: 73 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 87
- Social presence
- 0
- YouTube
- 76
- Engagement
- 71
Contact Firm Transitions with Corey Walen
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Firm Transitions with Corey Walen
Who hosts Firm Transitions with Corey Walen?
Corey Walen host the show. Published by Corey Walen.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does Firm Transitions with Corey Walen take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
8 of 101 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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