Firm Transitions Hosts Bridge to Change - A Look Back at 2024

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.

Firm Transitions Hosts Bridge to Change - Your Firm Was Sold... Now What?

Corey Walen, host of the Firm Transitions podcast, hosts Jeff Nash (CEO and Co-Founder of Bridgemark Strategies) to discuss what happens to advisors when their firm is acquired. This conversation between two tenured professionals is a fantastic resource for all financial advisors!

Firm Transitions Hosts Bridge to Change - Moving from a Wirehouse

In this episode, Corey Walen hosts Jeff Nash to discuss the current landscape for advisors considering a transition from their wirehouse. Don't miss this lively conversation with two tenured industry professionals!

Firm Transitions Hosts Bridge to Change - Addressing Misalignment Among Advisors

In this episode, Corey Walen (Managing Partner at Bridgemark Strategies, host of the Firm Transitions podcast [https://www.youtube.com/@CoreyWalen/featured]) talks with Jeff Nash (CEO and Co-Founder of Bridgemark Strategies) about how financial advisors deal with misalignment within firms, and how those challenges can be overcome.

Firm Transitions Hosts Bridge to Change - The Red Hot M&A Market

In this episode, Corey Walen, Managing Partner at Bridgemark Strategies, discusses the M&A market in detail with Jeff Nash, CEO and Co-Founder of Bridgemark Strategies. Listen in as they talk through the headlines and discern the facts from the fiction in this episode of Firm Transitions Meets Bridge to Change