Is Now The Right Time to Transition Firms?

The wealth management industry is changing faster than most advisors realize.

In this video, I share a real conversation with a financial advisor who decided not to move firms five years ago, and why every single reason that held him back has now been solved.

• Legal risk? Dramatically reduced, with many advisors transitioning successfully and new firms even covering legal costs.

• SMA pricing? Lower than ever, often cheaper than what advisors are paying today.

• Upfront economics? Up more than 300% 📈 in just a few years.

• Operational burden? Proven transition and launch models now exist to make independence far easier and far less stressful.

In just a 20-minute update call, this advisor realized how OUTDATED his assumptions were and how much opportunity he may have been leaving on the table.

If you haven’t seriously explored the broker-dealer or RIA marketplace in the last few years, this video is a reminder: What wasn’t possible before may now be very real.

If you’re a financial advisor and even slightly curious about what’s changed, make sure you’re talking to someone who lives in the marketplace every day, so you don’t miss the version of your business that finally feels like utopia.

At BridgeMark Strategies, we help financial advisors objectively explore the broker-dealer and RIA marketplace to find the right combination of feel, fit, and financials, without pressure or bias.

If you're a high-performing financial advisor or team that could use the non-bias help of one of the industry's most experienced transition consultants, please reach out to me. My services cost you nothing.

I hope this helps. Thanks for watching!

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Corey Walen, Managing Partner
Bridgemark Strategies