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Kimberley Cronin, Partner at Messner Reeves LLP, and I catch up to discuss how she's helped thousands of advisors successfully transition firms and her guidance on how Edward Jones financial advisors can successfully transition while avoiding litigation. • Stay under the radar in the months leading up • "You're allowed to reach out to clients" • Here's how I can help navigate the contract and work with you to manage the human and emotional elements of your move • "Do not do this..." Our conversation should provide you confidence that you can have a smooth and successful transition simply by following a plan and appropriate guidance. #FATransition #CoreyWalen #financialadvisor #lawyer #edwardjones Kimberley's contact info: Email: [email protected] Website: https://messner.com/attorneys/cronin/ ---- ► Useful? Subscribe: / @coreywalen Apple Podcast: https://podcasts.apple.com/us/podcast... Spotify Podcast: https://open.spotify.com/show/278Ipmw... ---- Contact & connect with me: Call or Text: (908) 902 4903 Meet: https://calendly.com/coreywalen LinkedIn: / corey-wal. . LinkedIn Newsletter: / firm-transition-insights-7039226694691426304 Website: https://www.coreywalen.com Thanks for watching!