Brett Waterfield / Travis Boak

The Advisor Strategy Room: Where top advisors make smarter business decisions

Business EN ↓ 5 episodes

Most advisors aren’t lacking options—they’re lacking clarity. The Advisor Strategy Room is where financial advisors cut through the noise and make smarter business decisions around growth, independence, and exit. No recruiting pitches. Just real strategies, real trade-offs, and what’s actually happening in the market.

Author

Brett Waterfield / Travis Boak

Episodes

Why Are Advisors Changing Firms in Today's Environment? 07.07.2026 55:25

This is a joint episode with Corey Walen from Firm Transitions, and we discuss the many reasons we see Advisors looking to make a change in their BD/RIA.

The Advisor M&A Playbook: With Jeff Nash 23.06.2026 38:36

We are joined this episode by Jeff Nash, CEO and Co-Founder of Bridgemark Strategies, to discuss the Advisor M&A landscape. Integrators, Aggregators, Valuations, and more.

Is "I'm Not Unhappy" a Good Reason to Stay 09.06.2026 26:18

If you’re not unhappy at your current firm…does that automatically mean you’re where you should be? You can reach us at... brett@bridgemarkstrategies.com travis@bridgemarkstrategies.com

Beyond the Payout: How Smart Advisors Evaluate Feel, Fit, and Financials 26.05.2026 26:46

Many advisors think changing firms is about getting a bigger check or higher payout. In reality, that’s often the least important factor long term. This is the same framework we’ve used helping over 1,000 advisors evaluate opportunities.

How We Help Advisors Make the Right Move (Without the Recruiting Noise) 07.05.2026 29:31

Most advisors evaluate their firm options by talking to 2–3 firms directly… and the reality is, they’re being sold—not advised. Today, we’re breaking down how to actually approach this the right way. Contact Info: Brett@bridgemarkstrategies.com Travis@bridgemarkstrategies.com