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 pick the right firm, and for those advisors the change can be catastrophic to their business.
At Bridgemark Strategies collectively we have over 60 years of experience coaching and consulting with advisors and RIA firms. We are continuously researching the marketplace on our client’s behalf. We have nearly 60 selling agreements and have researched dozens more firms. Our selling agreements are with firms across the spectrum of solutions and our research will save you time.
We have three objectives when working with an advisor or firm:
Understand your business and your business goals.
Help you find the right fit for your firm based on your goals and objectives.
- Help you negotiate the best deal terms possible.