Change can be re-energizing, missteps can be catastrophic.

Bridgemark Strategies’ goal is to not just help advisors find the right fit for their business but to help advisors avoid making a mistake.

At Bridgemark, our services are paid for by the Broker/Dealers, Custodians, RIAs and Aggregators. These firms all budget money to pay third party recruiters to provide them leads and the rate is fairly uniform across the industry. Bridgemark is able to tap into that budget to provide independent, unbiased, objective and financially agnostic advice.

Over the last 15 years we have experienced dramatic consolidation of Broker/Dealers, yet paradoxically the amount and complexity of choice has increased. Today there aren’t just Broker/Dealers to evaluate. There are also new categories such as Hybrids (which combines RIAs and Broker/Dealers), aggregators, acquirers and successors, service providers, custodians and even RIAs to “tuck into”. Then with any of those choices you must consider how the rapidly changing regulatory environment may impact you. What was once a simple decision about joining a Broker/Dealer may actually have you considering multiple different options just within that one firm.

“It is not the strongest of the species that survive  nor the most intelligent but the one most responsive to change.”

Charles Darwin

Changing Broker/Dealers can be overwhelming. For those advisors that have changed firms and have picked the right solution, they often find a renewed energy and they are happier and wondering why they waited so long to make the change. Unfortunately, that isn’t the result for every advisor that changes firms. There are those advisors that don’t p