Bridge to Change Podcast

Corey Walen, host of the Firm Transitions podcast, hosts Jeff Nash (CEO and Co-Founder of Bridgemark Strategies) to discuss what happens to advisors when their firm is acquired. This conversation between two tenured professionals is a fantastic resource for all financial advisors!

Recruiting deals for financial advisors have never been higher. The advisors winning long-term aren't pocketing the check, though, they're treating it like a capital raise. In this episode, Bridgemark Strategies CEO Jeff Nash joins Managing Partner Corey Walen to explore how forward-thinking financial advisors are leveraging today's record-setting transition packages - worth up to 1...

In this episode, Corey Walen hosts Jeff Nash to discuss the current landscape for advisors considering a transition from their wirehouse. Don't miss this lively conversation with two tenured industry professionals!

In this episode, Corey Walen (Managing Partner at Bridgemark Strategies, host of the Firm Transitions podcast ) talks with Jeff Nash (CEO and Co-Founder of Bridgemark Strategies) about how financial advisors deal with misalignment within firms, and how those challenges can be overcome. 

In this episode, Corey Walen, Managing Partner at Bridgemark Strategies, discusses the M&A market in detail with Jeff Nash, CEO and Co-Founder of Bridgemark Strategies. Listen in as they talk through the headlines and discern the facts from the fiction in this episode of Firm Transitions Meets Bridge to Change

In this episode, Corey Walen (Managing Partner at Bridgemark Strategies) talks with Jeff Nash (CEO and Co-Founder of Bridgemark Strategies) about the ups and downs of 2024. Now that it is in the rear-view mirror, it's safe to say that 2024 saw quite a bit of change. Take a listen about what's passed, as well as what we can look for in 2025. 

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 cou...

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 a...

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 inclu...

Meet your host Jeff Nash, as he discusses his background and his motivation for starting his podcast series, and why it is unique.