AdvisorEsq - Episode 11
Feb 06, 2025•17 min
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Episode description
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 and after a sale. He also counsels on the value of hiring top legal counsel for corporate transactions – and why they are more than worth the price.
He additionally reveals his trademarked “three Fs” that advisors should assess before moving to a new firm, as well as offers tips for career success to advisors just embarking on the profession.
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