In the second part of his conversation with host Matt Baum, Jeff Nash, CEO and Co-Founder of Bridgemark Strategies, shares the due diligence all advisors should undertake to ensure their clients will be supported both during...more
The advisory industry has been trending towards high valuations. Are those likely to stick around?
Jeff Nash, CEO and Co-Founder of Bridgemark Strategies, answers that and more during this conversation, the first in a...more
What's the secret to successfully recruiting advisors? Understanding that moving from one firm to another is probably one of the most stressful things that an advisor can go through.
That’s what Jodi Perry, National Head of...more
How can a chief operating officer be most impactful at a registered investment advisor firm?
In this episode, host Matt Baum chats with Matt Sonnen, COO of Coldstream Wealth Management. They discuss what it means to be a COO...more