Experienced Guidance for BD, RIA and OSJ Changes or Exit Strategies

As an experienced consultant with 29+ years in financial services and 17+ years in recruiting, I help advisors navigate the overwhelming task of finding the right Broker Dealer or RIA fit for their practice. I ask the right questions, speak to the appropriate firms, and guide you through the process while you focus on running your business and balancing family life. By teaming with Bridgemark Strategies, we have collective 200+ years of recruiting experience and relationships with over 140 firms.

Save Time, Reduce Stress, Improve Negotiations, Objective Advice

Why do you need a Consultant?

I have consulted with over 1000 advisors exploring change since 2007.

By being an independent consultant, I can provide objective industry advice. I work with over 140 firms from all channels. My goal is to help you find the firm with the right FEEL, FIT and FINANCIAL solution for you and your practice.

Always be prepared for change!

Preparation can be the difference between a traditional transition deal, a discounted deal, or none at all.

Thoughts of going independent?

The #1 complaint I hear from advisors going independent, they should have done it sooner!

Frequently Asked Questions

Please send a message if you cannot find an answer to your question.

What will this cost?

There is NO COST to you as an advisor. Firms have two budgets, one for recruiting and one for outside consultants. Ultimately, I am compensated by the firm you choose to join.

What makes you different than other recruiters/consultants?

Experience

I have been recruiting full time since 2007 and have consulted or placed over 1000 advisors.
Recruiting for two of the largest firms in the industry has given me unique insight into their internal operations and how the industry works as a whole. Additionally, I was a financial advisor and complex manager prior to recruiting full time.

Teamwork

At Bridgemark Strategies we have a group of 10 recruiters with over 200 years of cumulative experience from diverse industry backgrounds to collaborate with in order to find the best solution for you and your practice.

We have a trademarked process to help financial advisors evaluate a firm. We look for:

FEEL: Are you culturally and philosophically aligned? Does it feel right? We’ll help you discover firms you can trust with like-minded people you enjoy working with.
FIT: Does your firm’s products and services align with your goals? We’ll work with you to uncover the firm with the right fit for your business needs.
FINANCIALS: Are you getting a fair deal? We can help you assess financial differences among firms and assist with negotiating final terms.

Are our conversations confidential?

Our discussions will remain 100% confidential. Your name and information will only be shared with your permission. A great benefit to working with me is that we are able to discuss firms prior to you being introduced. This allows us to work with only the firms you feel may be a good fit.

I am not ready to move, what if I am simply curious and have a few questions?

We would be glad to speak with you! There is no cost or obligation, so feel free to reach out. Click to schedule a call or send a message

How do we get started?

When you are ready to have a conversation, click to schedule a call/zoom or send a message

Experienced Guidance for BD, RIA and OSJ Changes or Exit Strategies

My Consulting Process

Why do you need a Consultant?

I have consulted with over 1000 advisors exploring change since 2007.

Always be prepared for change!

Thoughts of going independent?

Frequently Asked Questions

Schedule a call

No obligation 30-minute introductory call or zoom

Send a message

My Partners