Jeff Nash of Bridgemark Strategies shares critical insights in what advisors are looking for in a firm, how advisors can find the right fit for them and their clients, and trends and pitfalls in advisor successions.

 

Key Links

Connect with Bridgemark Strategies: https://www.bridgemarkstrategies.com

Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com

Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/

Connect with Jon Kuttin on LinkedIn: https://www.linkedin.com/in/jonkuttin/

Connect with Shennandoah Connor on LinkedIn: https://www.linkedin.com/in/shennandoahconnor/