Paul’s understanding of advisors’ needs and expectations will provide him the foundation to be a highly effective consultant within Bridgemark Strategies, as he has a unique perspective of the challenges and opportunities financial advisors face with their clients.

Meet Troy, whose passion for financial services and educating advisors is why he chose to join Bridgemark Strategies. Throughout his career, he has provided advice to numerous advisors looking to transition their careers. Working with Bridgemark Strategies, Troy assists advisors from A-Z as they evaluate what is often one of the most difficult decisions of their lives.

Chris joined Bridgemark Strategies In June 2018.  While independently recruiting advisors Chris was having success, though he quickly learned that he didn’t want to just be a recruiter and wanted to consult advisors helping them with the process to evaluate changing broker/dealers.

Meet your host Jeff Nash, as he discusses his background and his motivation for starting his podcast series, and why it is unique.