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

Brett Waterfield / Travis Boak
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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.

Episodes

  1. Jun 23

    The Advisor M&A Playbook: With Jeff Nash

    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.

    39 min

  2. Jun 9

    Is "I'm Not Unhappy" a Good Reason to Stay

    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

    26 min

  3. May 26

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

    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.

    27 min

  4. May 7

    How We Help Advisors Make the Right Move (Without the Recruiting Noise)

    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

    30 min
  • 4 Episodes

About

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.

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