When considering changing firms, the first step is to compile a list of prospective B/Ds. Unfortunately for most advisors, this is done haphazardly by speaking to wholesalers, friends and reading magazines. The result is you get a random selection of B/Ds that may or may not be right for your business and your needs. At Bridgemark Strategies, we spend the time to understand your business and your needs and goals. In a similar way an Advisor profiles a client to understand their financial goals. We then will help you select B/Ds specific to you.
After the initial selection process, it is time to start collecting information and interviewing B/Ds. This process is when you learn about their technology, tools, resources, payout, fees, etc. At Bridgemark Strategies, we will help sort through the data and prio