Our Broker-Dealer Search Process
You are considering a move because you are looking for something different. Something better. Something that aligns with your values and speaks to your ambitions. Something that offers the resources you expect and the compensation you deserve.
You know what you want. Do you know how to find it?
We do. Our professionals have over 100 collective years of unrivaled experience and expertise across major independent broker dealers. We know the lay of the land. We have the relationships and expertise to help you ask the right questions and then evaluate the answers. We’re in your corner to help you narrow your options and land where you are meant to be. Choosing a new broker-dealer is a big decision with a lot of moving parts. Put our experience to work for you.
STEP
Advisors considering a move often seek out wholesalers, friends and online search engines to compile a list of options. It’s an unscientific approach that can send you down the wrong path … more than once.
At Bridgemark Strategies, we take the time to understand your business, as well as your needs and goals – just as you profile a client to understand their financial goals. We then help you select options that best align with your vision.
STEP
Now it is time to start the evaluation process where you learn about a firm’s payout, technology, tools, resources, products, fees, etc.
At Bridgemark Strategies, we will help sort through the data and prioritize it based on what matters most to you. We will help you ask questions to better understand the pros and cons of each choice.
STEP
Pick the firm – for you. The search process has been simplified and refined by working with Bridgemark Strategies’ tangible processes. One or two firms will likely stand out in your mind – how do you decide?
Bridgemark Strategies will help you finalize your decision and even negotiate the final compensation package. As active industry participants, we monitor the competitive landscape and will help you maximize your package.
