Corey and guest Jeff Nash, CEO of Bridgemark Strategies, discuss the challenges faced by financial advisors with their broker-dealers and RIAs.

Advisors are frustrated with poor service, outdated technology, and inefficient systems that hinder their ability to take on new clients.

Highlights include the rapid growth and consolidation in the industry, leading to misaligned service paradigms and diluted service quality. Together, they further emphasizes the importance of segmentation and technology investments for better service.

I hope this conversation is helpful. If you're a high-performing advisor that could use the help of a non-biased transition consultant please reach out, I'd be happy to talk.

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Contact & connect with me:

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