Expert

One of the foremost experts.
“I have worked with Jeff for several years. Because of Jeff’s decades plus years of experience, and, his ability to keenly observe and discern, Jeff is, in my opinion one of the foremost experts of the broker dealer community. Jeff intimately knows the most major firms strengths and weaknesses. If he does not have the answer, he can obtain it from the extraordinary network of industry insiders he has developed and nurtured over the years. Combined with his deep understanding of financial advisers, Jeff offers a unique set of skills and experience to counsel financial advisers regarding the best fit for them.”

Deep Knowledge

Truly an advisor.

“I started this journey on my own and was in active negotiations with another firm to potentially purchase a book of business—but I had reservations. I had been consuming Corey’s content on YouTube for about a year, and before signing any documents, I reached out to him. I’m so thankful I did! With an ocean of options, I often felt like a guppy.

Corey has deep knowledge of many firms. After taking the time to understand my goals, he introduced me to several options. He never steered me toward or away from any particular firm—he wasn’t a recruiter; he was truly an advisor. He made a tough decision and complex process significantly easier.

There’s no doubt that if I hadn’t worked with Corey, I either would have stayed put out of fear or made the wrong move. I hope I won’t have to move again, but if I ever do, I know exactly who I’ll call.”

Wealth of Knowledge

Jeff has a deep knowledge of the industry.
“I was referred to Jeff Nash of Bridgemark Strategies by an industry colleague to help our firm evaluate custodial platform options. Jeff has a deep knowledge of the industry and a vast network of industry and non-industry contacts that allows him to be incredibly effective in his approach to achieving results. Jeff’s professionalism and ability to deliver on a tight timeline has led us to engage him in multiple capacities. He has expertise in running a custodial/broker dealer RFP process, evaluating M&A opportunities for both buyers and sellers, and leading strategic planning efforts. ”

Breath of Fresh Air

Took time to listen.
“I found Corey to be a breath of fresh air. Unlike most of the recruiters I spoke with he took the time to listen to what I was really looking for in a firm.

He worked with me to sort through the options and was my advocate during the negotiation process with my firm of choice. I wouldn’t hesitate to work with him again or refer a colleague to him and his firm.”

Proved Invaluable

Jeff Nash and his firm proved to be invaluable.
“As an advisor who had thought long about succession planning and the importance of continuity for our practice, Jeff Nash and his firm proved invaluable to not only our practice but ultimately our lives, personally. Jeff found, managed, and guided us through an acquisition of our practice, that without his guiding hand, likely would not have happened. He is clearly qualified and knowledgeable of our profession and great at what he does. More importantly, his many years of experience have made him intuitive and consultative in ways that made all of the difference to us and resulted in a successful transition. Throughout the entire process, he was also endlessly responsive, helpful, and supportive in ways that allows me to call him my friend.”

Perfect Fit

Not possible to be more thankful for Chris Dunn.
“I so wish I would have found you sooner because my life would be better, my practice would have been bigger sooner, and my bank account larger sooner. You helped me find as close to a perfect fit that can exist in this industry of independence and change. I trusted your insight and it has benefited me to such a degree that it is hard to imagine. And it is also hard to truly say thanks with enough feeling and gratitude. I would gladly give you a recommendation to anyone at any time.”

Uncanny Talent

Extremely thorough, disciplined, and objective.
“Jeff’s process is extremely thorough, disciplined, and objective. He has an uncanny talent of being able to breakdown complex issues into simplistic unemotional components and from that foundation make complex strategic decisions.

Jeff possessed the legacy insider knowledge and strategic perspective I was looking for on the B/D side, and his knowledge base extended beyond the brokerage channel and therefore was able to add value as I worked through the holistic, fully-integrated wealth offering we were creating at the Bank.”

Instrumental

Skilled in both aspects of managing the process.
“Corey was instrumental in helping me make one of the most important decisions in my lifetime that will serve to provide significant long term benefit to our clients and practice.

Despite two decades of personal experience in the industry, there are so many aspects of a transition that need to be factored in, that retaining an objective expert like Corey is vital.

It is a technical and emotional decision and Corey was skilled in both aspects of managing the process to our practice’s benefit.”

Incredibly Engaged

Incredibly engaged from start to finish.

“I’ve had the opportunity to work with Jeff and Bridgemark on several projects over the last few years. They separate themselves from their competition in many ways. He and his team are knowledgeable and collaborative. They are incredibly engaged from start to finish and go way beyond the typical introduction and hand off. I trust Jeff implicitly and Stratos will no doubt look forward to a long and productive partnership with his firm.”

Independent Approach

Corey is not a recruiter; he is a true advisor to financial advisors.
“He is a wealth of knowledge and a true expert in the industry. Corey took an independent and fiduciary approach throughout the process and was never too pushy or trying to persuade us to choose one company over another.

We held countless meetings and phone calls, and Corey was able to educate us on all our options to help our team make the best decision for our clients and business. We never would have imagined the number of questions that were appropriate to ask, but Corey was with us every step of the way.

If you have ever wondered what else is out there, but didn’t know who to turn to, you aren’t alone. We can confidently recommend that taking a phone call with Corey can and will forever change your life.”

Move of a Lifetime

Provided me with confidence.

“I highly recommend Jeff Nash to any advisor looking for help in evaluating the available Broker Dealer and RIA opportunities. Jeff is very knowledgeable and patient, spending well over a year of his time helping me to evaluate and compare options that would best fit my goals. He personally attended many of the due diligence meetings with my wife and I and he was always available via email text or phone.

From the beginning, Jeff was determined to help me find the right fit for my business style and goals. Ultimately, he helped me to select a fantastic fit that I may not have chosen on my own. I credit his experience and advice to providing me with the confidence to make the move a lifetime.”

Solutions

Jeff introduced us to a wide variety of options.
“We started working with Jeff and Bridgemark to address succession issues, without knowing exactly how we wanted to solve them. Jeff Introduced us to a wide variety of options, and helped us evaluate each of them. His experience and expertise were essential in guiding us to the right place for the capstone of our careers. Any advisor considering a transition would be well-served to contact Jeff. I cannot recommend him highly enough.”

Helpful

Helped me identify what I was looking for.
“Jeff was able to help me identify what I was looking for and which RIA best suited for me.

We had narrowed it down to four choices and through additional conversation went to two. Finally through addition discussion  he help me come to the conclusion which would be the best relationship for me. Jeff was truly helping me figure out what would be best for my clients, me and my family. Jeff was able to remove a large burden of research and time.”

Attentive Listener

Helped me identify what I was looking for.
“When I started working with Corey, my partner and I were overwhelmed by the sheer number of firms and options out there. But through countless conversations and Corey’s attentive listening, he was able to help us identify the perfect fit for our needs.
Looking back, I know we would have made the wrong decision if we were to have made it on our own.

Corey’s deep industry knowledge and his strong network of relationships allowed him to place us in the right place at exactly the right time, with a company that we didn’t even know existed.

I’m incredibly grateful for his guidance, as it has led to the happiness I’m experiencing today in our Supported Independent RIA.

While I have no plans of ever leaving where I am now, I would absolutely recommend Corey Walen to anyone looking to make a change. His expertise and direction truly make a difference. And as a bonus, he’s a really likeable fellow!”

Invaluable

Was invaluable in the process.
“Jeff helped me navigate through a successful broker dealer change and was invaluable in the process. He has extensive knowledge of the industry, is well connected, and understands all the nuances associated with a broker dealer change. He was extremely professional at all times and also very honest and forthright in all discussions. I would highly recommend Jeff to anyone considering a broker dealer change.”

Improved Quality of Life

Corey saved me the learning curve of understanding the independent channel and the different firms.
“I started my due diligence process on my own. As a fiercely independent individual, I thought I was fully prepared to take on the due diligence process myself. My research led me to his YouTube channel; from there we got in contact.

I had very high goals and expectations going into our partnership, and Corey consistently delivered on his promises. He was honest with me and told me what I needed to hear.

Corey took the time to understand myself, my business and my long-term goals and matched me with a few firms that were great matches. From there we discussed each potential option in great depth and continued our contact after the launch of my independent practice.

I knew long ago that I was meant to be a business owner, Corey helped bring that to life. Had I not come across Corey, I fear I would still be stuck in a captive environment and not where I am today.

My business and quality of life has drastically increased after gaining my independence and Corey was a critical partner in that. I cannot recommend him enough.”

Valuable Asset

Jeff Nash was a valuable asset to me.
“Jeff Nash was a valuable asset to me as I made the decision to transition from a large B/D after thirty five years to a boutique B/D. Jeff’s advice and contacts within the industry were most helpful.”