About

About 2018-03-16T11:33:13+00:00

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 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.

Bridgemark Strategies has a unique personalized approach that focuses on three key criteria when assisting you to find the right solution:  Feel, Fit and Financials

  • Leverage our research of over 100 firms to find the firm that Feels right for your business and goals.

  • Help you uncover and evaluate strengths and weaknesses to find the right Fit for your firm and clients.

  • Use our extensive experience to help you understand and negotiate the Financial terms.

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Meet The Team

Toll Free: (866)266-8823
Office: (704)288-4008
Mobile: (781)704-3131
Fax: (980)265-2301
Email: jeff@bridgemarkstrategies.com

Ready to Talk