Bridge to Change Podcast: Recent Episodes
Jeff Nash
Insights and educational content hosted by Jeff Nash an industry thought leader and CEO of Bridgemark Strategies, an advisor-centric consulting and recruiting firm.
In this episode, Jeff speaks with Joe Kuo, founder and CEO of Haven Tower Group and a thought leader in PR and Marketing. Joe shares his insights and strategies for financial advisors on PR, branding, marketing and social media.
In this episode, Jeff speaks with Matt about how he helps advisors establish their own RIAs and shares his expertise on the process of forming new RIA businesses.
In this first episode of a three-part series, Jeff speaks with Scott on the role of protocol and the impact of transitioning from a protocol or non-protocol firm.
About the guest:
Scott Matasar is a partner at the law firm Matasar Jacobs. He exclusively represents the financial services industry including advisors, RIAs, Broker Dealers and other industry participants in litigation, regulatory counseling and business matters including practice successions.
In this final episode of a three-part series, Jeff speaks with Scott about ways to avoid legal problems for financial advisors with heightened regulatory scrutiny and our increasingly litigious society. Does your firm have your back when transitioning firms?
About the guest:
Scott Matasar is a partner at the law firm Matasar Jacobs. He exclusively represents the financial services industry including advisors, RIAs, Broker Dealers and other industry participants in litigation, regulatory counseling and business matters including practice successions.
In this second episode of a three-part series, Jeff speaks with Scott on the challenges that advisors might face when they have signed a non-solicit agreement and how best to handle them when transitioning to another firm.
About the guest:
Scott Matasar is a partner at the law firm Matasar Jacobs. He exclusively represents the financial services industry including advisors, RIAs, Broker Dealers and other industry participants in litigation, regulatory counseling and business matters including practice successions.
Corey Walen started his career as a wholesaler at Lord Abbett. After graduating college, Corey knew he wanted to be in financial services as his father was a successful wirehouse and later independent advisor.
Dave brings 20+ years of industry experience in working with and consulting financial advisors. His entire career has been focused on helping advisors make better smarter recommendations for their clients’ needs.
Paul’s understanding of advisors’ needs and expectations will provide him the foundation to be a highly effective consultant within Bridgemark Strategies, as he has a unique perspective of the challenges and opportunities financial advisors face with their clients.
Chris joined Bridgemark Strategies In June 2018. While independently recruiting advisors Chris was having success, though he quickly learned that he didn’t want to just be a recruiter and wanted to consult advisors helping them with the process to evaluate changing broker/dealers.
Meet Troy, whose passion for financial services and educating advisors is why he chose to join Bridgemark Strategies. Throughout his career, he has provided advice to numerous advisors looking to transition their careers. Working with Bridgemark Strategies, Troy assists advisors from A-Z as they evaluate what is often one of the most difficult decisions of their lives.
Meet your host Jeff Nash, as he discusses his background and his motivation for starting his podcast series, and why it is unique.