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The Most Common Mistakes Financial Advisors Make in a Transition – with Jeff Nash (041)
On episode 41 of the Firm Transitions podcast, Jeff Nash, CEO / Co-Founder of Bridgemark Strategies, joins me to discuss the most common and obvious mistakes financial advisors make during their transition.
I hope this helps. Thanks for listening!
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
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By Corey Walen
5
99 ratings
On episode 41 of the Firm Transitions podcast, Jeff Nash, CEO / Co-Founder of Bridgemark Strategies, joins me to discuss the most common and obvious mistakes financial advisors make during their transition.
I hope this helps. Thanks for listening!
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
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