ARTICLES Archives - Bridgemark Strategies

Bridgemark Strategies Named a Top Five Recruiting Firm

Jeff Nash2023-02-22T21:23:58-05:00

WSR Names Bridgemark, Cross-Search, Diamond, FA Match And Terrana As Top Recruiting Firms In Wealth Management Our industry boasts many excellent in-house recruiters, and we regularly highlight Recruiters of the Month from among their ranks, but there is also a group of elite specialist recruiting firms primarily or exclusively focused on advisor recruitment. This week, WSR honors the most exemplary and influential among that group as the Top 5 FA Recruiting Firms. These boutique firms formed around the expertise of one or two executives with extensive experience in wealth management and consulting, and in all of them the founders still play a significant role in the firm’s business. Though small, these firms punch far above their weight class, with executives frequently sought as speakers for events and conferences and as thought leaders in the media, and known personally by hundreds of C-suite executives and countless advisors. To determine the top leaders [...]

5 Signs You Need to Switch Broker Dealers

2022-01-19T15:48:41-05:00

Your business may greatly benefit from switching broker dealers, yet you might not notice the need for a change unless you pay attention to the telltale signs that indicate it’s time to make the shift. Switching broker dealers will require some research and work, yet it will also lead to a litany of benefits that advance your bottom line, setting the stage for continued success. The most common response from advisors who finally switch firms is they should have done it sooner. […]