Bridgemark Strategies Podcasts

Explore the latest podcast content from Bridgemark Strategies.

Insights and educational content hosted by Jeff Nash, an industry thought leader and CEO of Bridgemark Strategies, an advisor-centric consulting and recruiting firm.

 

Listen to the Introduction:

        

 

Latest Episodes:

Expert Series with guest Matt Sonnen

Start or Join an RIA

In this episode, Jeff speaks with Matt about how he helps advisors establish their own RIAs and shares his expertise on the process of forming new RIA businesses.

About the Guest

Matt Sonnen, CEO and Founder of PFI Advisors. Matt is an expert on helping financial advisors start their own RIA and focuses on large Wirehouse breakaways. Learn from Matt not only what it takes to start your own RIA, but why so many advisors may be better served not establishing their own RIA.

Expert Series with guest Scott Matasar – Episode 3

Avoiding Legal Problems

In this final episode, Jeff speaks with Scott about ways to avoid legal problems for financial advisors with heightened regulatory scrutiny and our litigious society. Does your firm have your back when transitioning firms?

Expert Series with guest Scott Matasar – Episode 2

Non-Solicit Agreements

In this second episode of a three-part series, Jeff speaks with Scott on the challenges that advisors might face when they have signed a non-solicit agreement and how best to handle them when transitioning to another firm.

Expert Series with guest Scott Matasar – Episode 1

The Role of Protocol and Non-protocol Firms

In this first episode of a three-part series, Jeff speaks with Scott specifically about the role of protocol and the impact of transitioning from a protocol or non-protocol firm.

About the Guest

Scott Matasar is a partner at the law firm Matasar Jacobs. He exclusively represents the financial services industry including advisors, RIAs, Broker Dealers and other industry participants in litigation, regulatory counseling and business matters including practice successions.

Meet the Team:

Introducing Corey Walen, Managing Director

Corey Walen started his career as a wholesaler at Lord Abbett. After graduating college, Corey knew he wanted to be in financial services as his father was a successful wirehouse and later independent advisor.

Introducing Paul Wickert, SVP Advisor Consulting

Paul’s understanding of advisors’ needs and expectations will provide him the foundation to be a highly effective consultant, as he has a unique perspective of the challenges and opportunities financial advisors face.

Introducing Dave Sigler, SVP Advisor Consulting

Dave brings 20+ years of industry experience in working with and consulting financial advisors. His entire career has been focused on helping advisors make better smarter recommendations for their clients’ needs.

Introducing Chris Dunn, Managing Director

Chris joined Bridgemark Strategies In June 2018. While independently recruiting advisors Chris was having success, though he quickly learned that he didn’t want to just be a recruiter and wanted to consult advisors helping them with the process to evaluate changing broker/dealers.

Introducing Troy Simmons, SVP Advisor Consulting

Meet Troy, whose passion for financial services and educating advisors is why he chose to join Bridgemark Strategies. Throughout his career, he has provided advice to numerous advisors looking to transition their careers. Troy assists advisors from A-Z as they evaluate what is often one of the most difficult decisions of their lives.

Additional Podcasts:

Advisor Successions & Recruiting

Jeff Nash of Bridgemark Strategies shares critical insights in what advisors are looking for in a firm, how advisors can find the right fit for them and their clients, and trends and pitfalls in advisor successions.

Full Podcast

The Evolving Advisor Podcast

I enjoyed being a guest on The Evolving Advisor Podcast hosted by Jeff Concepcion, CEO of Stratos Wealth Partners. Thank you for the opportunity. Listen to the entire podcast as Jeff and I discussed taking it to the next level.

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