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 Joe Kuo
PR and Marketing 101
In this episode, Jeff speaks with Joe Kuo, founder and CEO of Haven Tower Group and a thought leader in PR and Marketing. Joe shares his insights and strategies for financial advisors on PR, branding, marketing and social media.
About the Guest
Joseph Kuo is Chief Executive Officer of Haven Tower Group, where he has strategic oversight for the firm and all its client relationships. Mr. Kuo has over 20 years of corporate and financial public relations experience, encompassing both proactive visibility programs as well as communications support for transactional and special situations.
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:
Bridge to Change | Firm Transitions
Jeff and Corey caught up to discuss the massive deals that we’re continuing to see in financial advisor transitions.
Jeff and Corey discuss how to help financial advisors best understand how much their business is worth in today’s market.
Jeff Nash and Corey catch up to discuss what’s ahead in 2025 along with recapping what we’ve been through in 2024.
• The Great Consolidation: The shifting independent Broker-Dealer and RIA landscape”
• “Wirehouse Contradiction?” Where and why are wirehouse leaders going?
• Valuation Realities: What’s your business really worth?
AdvisorEsq Podcast – Ep. 10
The advisory industry has been trending towards high valuations. Are those likely to stick around?
Jeff Nash, CEO and Co-Founder of Bridgemark Strategies, answers that and more during this conversation, the first in a two-part series with host Matt Baum.
Jeff shares an in-depth look at the factors that go into valuing an advisory practice, how EBITDA plays into the equation, and why private equity is so interested in the advisory space. Jeff also breaks down the components that go into his PRICE acronym, which he uses to provide clarity around the components that drive the price of a deal.
AdvisorEsq Podcast Ep.11
In the second part of his conversation with host Matt Baum, Jeff Nash, CEO and Co-Founder of Bridgemark Strategies, shares the due diligence all financial advisors should undertake to ensure their clients will be supported both during and after a sale.
He also reveals his trademarked “three Fs” that advisors should assess before moving to a new firm, as well as offers tips for career success to advisors just embarking on the profession.
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.
Bridge to Change | Firm Transitions
Jeff and Corey caught up to discuss the massive deals that we’re continuing to see in financial advisor transitions.
Jeff and Corey discuss how to help financial advisors best understand how much their business is worth in today’s market.
Jeff Nash and Corey catch up to discuss what’s ahead in 2025 along with recapping what we’ve been through in 2024.
• The Great Consolidation: The shifting independent Broker-Dealer and RIA landscape”
• “Wirehouse Contradiction?” Where and why are wirehouse leaders going?
• Valuation Realities: What’s your business really worth?
AdvisorEsq Podcast
The advisory industry has been trending towards high valuations. Are those likely to stick around?
Jeff Nash, CEO and Co-Founder of Bridgemark Strategies, answers that and more during this conversation, the first in a two-part series with host Matt Baum.
Jeff shares an in-depth look at the factors that go into valuing an advisory practice, how EBITDA plays into the equation, and why private equity is so interested in the advisory space. Jeff also breaks down the components that go into his PRICE acronym, which he uses to provide clarity around the components that drive the price of a deal.
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.