Kansikuva näyttelystä Bridge to Change Podcast

Bridge to Change Podcast

Podcast by Jeff Nash

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

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jakson Firm Transitions Hosts Bridge to Change: What Today's Record Recruiting Packages Really Mean kansikuva

Firm Transitions Hosts Bridge to Change: What Today's Record Recruiting Packages Really Mean

Recruiting deals for financial advisors have never been higher. The advisors winning long-term aren't pocketing the check, though, they're treating it like a capital raise. In this episode, Bridgemark Strategies CEO Jeff Nash joins Managing Partner Corey Walen to explore how forward-thinking financial advisors are leveraging today's record-setting transition packages - worth up to 150–200% of trailing 12 revenue on the independent side, and upward of 500% for elite wirehouse teams - as a strategic growth tool rather than a one-time windfall. Jeff draws a direct line between the capital strategies of companies like SpaceX and Tesla and the opportunity available to advisors today: forgivable loans that function as free money to fuel hiring, acquisitions, succession planning, and long-term enterprise value creation. In this episode: - Why now is the time every advisor should at least be educated on what's available - The father-son team that solved a succession crisis with a $5M transition package - How one $2M revenue advisor is building toward a $25–30M business valuation - The wirehouse advisor's playbook, including why in-house sunset programs cost you more than you think - How switching firms can be clarifying, strategic, and growth-accelerating, as well as lucrative Whether you're thinking about making a move or simply want to understand the landscape, this episode is essential listening for any financial advisor who treats their practice like the business it is. Visit bridgemarkstrategies.com to explore case studies, white papers, and past episodes.

9. kesä 2026 - 28 min
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