Our Support Philosophy
Changing firms is a complex process with many steps. But, in the end, knowing you’ve selected the right firm comes down to answering three questions.
Feel. Fit. Financials.
What is a firm’s Feel?
What is a firm’s Feel?
A firm’s feel is about culture, philosophy, and alignment. What are your goals and how do you see the future for you and your clients? Too often advisors associate “feel” with “likability.” Likability is a critical element, but it is a small one. Cultural and philosophical alignment are more important than likability.
There are hundreds of options out there. Our seasoned consultants and comprehensive research capabilities can identify firms that feel right for your business and goals.
Is this a good Fit – for me and my clients?
Is this a good Fit – for me and my clients?
There are a lot of elements to consider. Understanding a firm’s products, technology, tools and even rules and regulations are all critically important in the decision-making process.
We help you uncover, evaluate, and compare the pros and cons of different firms to find the right fit for you and your clients.
Do the numbers work? What are the Financials?
Do the numbers work? What are the Financials?
Capture your value. Whether you are changing firms or selling your business, there are significant financial considerations to evaluate.
Our extensive experience helps you optimize the economics of your move. We’ll help you understand and negotiate financial offers that are marketplace-competitive and reflect your worth.
Our Services
At Bridgemark Strategies we guide financial advisors through the next phase of their career and businesses. We are an advisor-centric firm committed to ensuring your next step is your best step. We help advisors, advisory firms and financial institutions evaluate broker-dealers, RIAs, custodians or even whether or not to break away and establish their own RIA.
