Navigating the Maze

Our Broker Dealer Search Process

Often advisors choose a new Broker/Dealer too hastily. Their ability to evaluate the available choices is limited as they don’t have the experience to know what questions to ask. Lack of information can lead to making bad choices. There is typical funneling process that advisors go through to narrow down the firm they select. However, the first step of the funnel is often overlooked, and it can be one of the most important parts of the process.

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When considering changing firms, the first step is to compile a list of prospective B/Ds. Unfortunately for most advisors, this is done haphazardly by speaking to wholesalers, friends and reading magazines. The result is you get a random selection of B/Ds that may or may not be right for your business and your needs. At Bridgemark Strategies, we spend the time to understand your business and your needs and goals. In a similar way an Advisor profiles a client to understand their financial goals. We then will help you select B/Ds specific to you.
After the initial selection process, it is time to start collecting information and interviewing B/Ds. This process is when you learn about their technology, tools, resources, payout, fees, etc. At Bridgemark Strategies, we will help sort through the data and prioritize it based on your goals. We will help you ask questions to better understand the pros and cons of each choice.

The final stage is picking the firm. This stage in the process is far simpler when working with Bridgemark Strategies. At this stage you will have narrowed down to a select couple of firms, and likely one will be standing out in your mind as it will “feel” right. Additionally, we will help you negotiate any transition bonuses, as we keep track of the competitive landscape, to help you maximize your package.

Contact Bridgemark Strategies for a Confidential Consultation

866.266.8823

I highly recommend Jeff Nash to any advisor looking for help in evaluating the available Broker Dealer and RIA opportunities. Jeff is very knowledgeable and patient, spending well over a year of his time helping me to evaluate and compare options that would best fit my goals. He personally attended many of the due diligence meetings with my wife and I and he was always available via email text or phone.

From the beginning, Jeff was determined to help me find the right fit for my business style and goals. Ultimately, he helped me to select a fantastic fit that I may not have chosen on my own. I credit his experience and advice to providing me with the confidence to make the move a lifetime

– Paul M

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