How I work with Advisors...
I approach things as a Consultant rather than a recruiter, meaning I take a very hands-on approach with my clients. My goal is to learn about THEIR practice, identify THEIR non-negotiables, what they really need and want from a partner firm, and where they see THEIR business going.
From there, we move into helping curate and vet a list of options that meet these needs. I handle scheduling conversations and meetings, as well as developing a game plan. We walk through conducting the necessary due diligence together. I participate fully in the entire process, offering guidance and perspective along the way, and finally I help to negotiate the best deal possible.
My clients know that that they have real relationships with me - they are not transactions.
Our Partner: Bridgemark Strategies
The Bridgemark Difference:
Bridgemark Strategies is an advisor-centric consulting and recruiting firm. We work with advisors and advisory teams to help them evaluate their next transition. A transition is defined as changing broker-dealers, breaking away and starting or joining an RIA, or selling (or partnering) your business.
As part of our research we have talked to well over a hundred different solutions, including Independent Broker-Dealers (B/Ds), Insurance B/Ds, Employee B/Ds, RIAs, OSJs, Custodians, Aggregators, Consolidators and more to fully understand their capabilities, strengths, weaknesses, and key differentiating factors.
Our extensive research, along with decades of combined experience, and in conjunction with our unique process elevates Bridgemark Strategies’ ability to help advisors.
Solutions are customized for each advisor to help them evaluate and determine the right partner for their needs. When advisors are evaluating a transition of their business, whether it’s a change of B/Ds, becoming or joining an RIA, or selling or taking on a partner, advisors must identify and research different solutions. Most advisors not only don’t know where to begin, but frequently do not know how to compare firms either.
At Bridgemark Strategies, we work to understand your needs and goals as we help you find the best solution. When evaluating options, there are a few key areas to focus on which can be summed up in three words that we explain in detail in this linked Whitepaper: Feel, Fit, and Financials™.
To learn more about Bridgemark Strategies please click here.
Resources:
White Paper: Understanding The Value of your Business
Understanding what drives P.R.I.C.E
White Paper: Beyond The Payout: How Advisors should Evaluate Firm Transitions in Today's Landscape
A deeper dive into Bridgemark's Feel, Fit, and Financials
White Paper: Your Firm Was Sold...Now What?
A step-by-step guide to maximize outcomes and minimize stress when you learn your firm is selling or merging