FAQs
BEFORE A Transition
What transition services do you offer?
Visit the Services Page
Are there any signs that I need to change firms or sell my business?
When is the right time to move?
You don’t have to be unhappy with your current firm to start looking. We can have a conversation 1-2 years before you intend to move.
Can I have a conversation before I'm ready to move? What is my commitment?
Yes, I’m happy to have an exploratory conversation with you. You don’t have to be unhappy with your current firm to start looking. We can have a conversation 1-2 years before you intend to move.
There is no commitment to you.
How do I get started?
It starts with a conversation. You can reach out to me at any time at 610-247-9433 or jason@bridgemarkstrategies.com. Or schedule a meeting below.
DURING A Transition
What makes you better than other BD/RIA Independent recruiters?
What sets me apart is the depth of experience behind every conversation. 20 years in financial services. 12 years as a wholesaler, 5 years recruiting for a top independent broker/dealer, and now my 3rd year with Bridgemark Strategies means I've seen this industry from every angle. I understand how these firms actually operate, how deals get structured, and what the fine print really means.
Most recruiting firms make an introduction to a small group of firms, step away, and leave the rest up to you. At Bridgemark, we work with you through the entire process. Asking the right questions, running real due diligence, negotiating from a position of strength, and serving as your unbiased sounding board.
Additionally, being part of Bridgemark Strategies gives me a team of 15 experienced recruiters from across the financial services industry. We collaborate behind the scenes, guided by Bridgemark Strategies' Feel, Fit, and Financials™ process, to find the right firm for you.
Download Bridgemark Strategies' Feel, Fit, Financials™ Comparative Decision Framework
What does the process look like?
How long does the process usually take?
Timelines can vary, but the process typically takes 3 to 6 months, depending on the level of engagement from your team. Read the Advisor Transition Timeline.
Is there any cost to me? How are you compensated?
My service costs you nothing. We are paid for by the Broker-Dealers, Custodians, RIAs and OSJ. No matter where you decide to go, the firm pays our finders fee so we can work together unbiasedly.