We got together with two more Bridgemark Strategies Consultants to discuss Wirehouse to Indy moves and Indy to Indy moves. Two broad scenarios, and a chance to learn about what is important in the discovery process when we work with these advisors.

Is the Business You Built Still the Business You Want? Successful Advisors eventually reach a point where the question changes from “How do I build my business?” to “What do I want this business to do for me?”

Why the Best Advice We Give Isn't Always "Make the Change." The best consultants don't measure success by how many Advisors they move—they measure success by whether they helped the Advisor make the right decision.

TRavis and I were joined by Steve Dudash, from IHT Wealth Management, to discuss his journey from the Wirehouse world, to Independence, to starting his own RIA, to building an Enterprise business. Lots of great lessons for Advisors facing any of the decisions Steve faced in his journey.

Recruiting deals have never been larger—but have they ever been more confusing? Advisors hear about 100%, 125%, even 150% of trailing revenue, but very few understand how those numbers are calculated or what they're actually giving up. Today, we're pulling back the curtain on recruiting deals and helping you evaluate them the right way."

This is a joint episode with Corey Walen from Firm Transitions, and we discuss the many reasons we see Advisors looking to make a change in their BD/RIA.

We are joined this episode by Jeff Nash, CEO and Co-Founder of Bridgemark Strategies, to discuss the Advisor M&A landscape. Integrators, Aggregators, Valuations, and more.

If you’re not unhappy at your current firm…does that automatically mean you’re where you should be?

You can reach us at...

[email protected]

[email protected]

Many advisors think changing firms is about getting a bigger check or higher payout. In reality, that’s often the least important factor long term. This is the same framework we’ve used helping over 1,000 advisors evaluate opportunities.

Most advisors evaluate their firm options by talking to 2–3 firms directly… and the reality is, they’re being sold—not advised. Today, we’re breaking down how to actually approach this the right way.

Contact Info:

[email protected]

[email protected]