Inside Our Process: How We Help Advisors Transition to the Right Broker Dealer or RIA

Описание: If you're a financial advisor exploring a transition, one of the biggest challenges isn’t whether to move: It’s where to go?

There are hundreds of broker dealers, RIAs, hybrid platforms, and independent models. The differences in economics, technology, support, brand, banking, ownership structure, and long-term flexibility can be massive.

In this video, I walk through exactly how we help financial advisors narrow the field and identify the firms that truly align with their business.

At BridgeMark Strategies, we’ve helped thousands of advisors objectively explore the marketplace and transition to firms that match the right combination of:

• Fit
• Feel
• Financials

Here’s what we evaluate during our process:

• Your strengths and weaknesses as a business owner
• Business mix (AUM, insurance, annuities, fee-based revenue)
• Importance of upfront money vs. long-term payout
• RIA pathway flexibility
• Technology preferences (fully integrated vs. customizable stack)
• Private vs. public ownership
• Banking and lending capabilities
• Level of growth support and partnership desired

Every firm has strengths. Every firm has tradeoffs. The key is aligning those tradeoffs with what matters most to you.

If you're considering a transition and want clarity before you start taking meetings, this video will give you an inside look at how we approach the process.

I’ve helped nearly 1,000 advisors objectively evaluate broker-dealers and RIAs, and avoid costly mistakes during transitions. If you’re thinking about breaking away, merging, or simply want to understand your real economics, this video will save you time and money.

If you're a high-performing financial advisor or team that could use the non-bias help of one of the industry's most experienced transition consultants, please reach out to me. My services cost you nothing.

I hope this helps. Thanks for watching!

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Text: (908) 902 4903
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Corey Walen, Managing Partner
Bridgemark Strategies