Financial Advisors: What To Do When Your Firm Sells? – with Jeff Nash
Your firm sold! Now what?
On this episode, Jeff Nash, CEO of Bridgemark Strategies, and I break down everything financial advisors need to know when getting the news that their broker-dealer sold or was acquired.
Learn what to expect during transitions, the importance of setting clear goals, and how to make informed decisions that benefit your practice and clients. Perfect for advisors seeking practical guidance during times of change.
I hope this is helpful. If you’re an elite advisor that could use the help of a non-biased transition consultant please reach out, I’d be happy to talk.
Wirehouse transition: Merrill Lynch, Morgan Stanley, UBS, Wells Fargo
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Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
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Website: https://www.coreywalen.com
Thanks for watching!
