Company intelligence
Bridgemark Strategies
We Support Financial Advisors - Access the Knowledge and Experience to Navigate a Changing Industry.
About Bridgemark Strategies
Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in Broker-Dealer change, RIA evaluation or succession planning including mergers or acquisitions for their firm.
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Signals from Bridgemark Strategies
6 published signals
Presence & Recognition
Bridgemark Strategies is hosting a webinar with Jeff Nash and Tobias Salinger titled What Drives P.R.I.C.E. in an Advisory Business.
Reported by Bridgemark Strategies
Research & Knowledge
Bridgemark Strategies published Jeff's latest published article in AdvisorHub
Reported by Bridgemark Strategies
Research & Knowledge
Bridgemark Strategies CEO and Co-Founder Jeff Nash wrote an article on financial advisors and insurance firms leaning into wealth management options.
Reported by Bridgemark Strategies
Research & Knowledge
Bridgemark Strategies highlighted exit value calculators by Financial Planning.
Reported by Austin Moon, CEPA
Presence & Recognition
Bridgemark Strategies CEO and Co-Founder Jeff Nash is presenting a webinar on September 30th alongside moderator Tobias Salinger titled What Drives P.R.I.C.E. in an Advisory Business.
Reported by Bridgemark Strategies
Products & Services
Bridgemark Strategies built the Stay vs. Go Independent Calculator to run a breakeven analysis between staying at a current firm and moving independent, accounting for client attrition and transition money.
Reported by Bridgemark Strategies