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AdvisorEsq Podcast Series - Episode 11 - Planning Ahead: Creating a Smooth Transition [Audio]

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

AdvisorEsq Podcast Series - Episode 10 - Planning Ahead: The Valuation Equation [Audio]

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

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