Bridgemark Strategies has coached and consulted with advisors, RIAs and Broker/Dealers. We specialize in implementing successful growth strategies. Our unique experience allows us to combine an understanding of an advisor’s business, with the competitive landscape of Broker/Dealers and Custodians. We use this information to develop a plan designed to maximize growth potential and profitability.
Financial Advisor Consulting Services: A Specialty.
Additional services offered through Bridgemark Strategies include transitioning and post transition resources and support. When we work with advisors seeking to change to an independent firm or custodian, we make available additional post-move consulting services. This coaching helps advisors move assets faster and implement changes to their business that are offered by their new firm accelerating their growth rate and improving their profitability.
If you feel your business has plateaued or is in a rut, contact Bridgemark Strategies to help you assess your current state and what changes you may need to make to take your practice to the next level.