Bridge to Change Podcast

Jeff Nash
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  • Management

Insights and educational content hosted by Jeff Nash an industry thought leader and CEO of Bridgemark Strategies, an advisor-centric consulting and recruiting firm.

Episodes

  1. 5d ago

    Firm Transitions Hosts Bridge to Change: What Today's Record Recruiting Packages Really Mean

    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 150–200% of trailing 12 revenue on the independent side, and upward of 500% for elite wirehouse teams - as a strategic growth tool rather than a one-time windfall. Jeff draws a direct line between the capital strategies of companies like SpaceX and Tesla and the opportunity available to advisors today: forgivable loans that function as free money to fuel hiring, acquisitions, succession planning, and long-term enterprise value creation. In this episode: - Why now is the time every advisor should at least be educated on what's available - The father-son team that solved a succession crisis with a $5M transition package - How one $2M revenue advisor is building toward a $25–30M business valuation - The wirehouse advisor's playbook, including why in-house sunset programs cost you more than you think - How switching firms can be clarifying, strategic, and growth-accelerating, as well as lucrative Whether you're thinking about making a move or simply want to understand the landscape, this episode is essential listening for any financial advisor who treats their practice like the business it is. Visit bridgemarkstrategies.com to explore case studies, white papers, and past episodes.

    29 min

  2. 10/21/2025

    Firm Transitions Hosts Bridge to Change - Moving from a Wirehouse

    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!

    28 min

  3. 09/02/2025

    Firm Transitions Hosts Bridge to Change - Addressing Misalignment Among Advisors

    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.

    14 min

  4. 09/02/2025

    Firm Transitions Hosts Bridge to Change - The Red Hot M&A Market

    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

    29 min

  5. 12/20/2024

    Firm Transitions Hosts Bridge to Change - A Look Back at 2024

    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.

    37 min

  6. 12/07/2022

    Bridge to Change Expert Series with guest Joe Kuo

    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.

    38 min

  7. 07/26/2022

    Bridge to Change Expert Series with guest Matt Sonnen

    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.

    32 min

  8. 04/27/2022

    Expert Series with guest Scott Matasar - Episode 1 The Role of Protocol and Non-protocol Firms

    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.

    13 min

  9. 04/27/2022

    Expert Series with guest Scott Matasar - Episode 2 Non-Solicit Agreements

    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.

    15 min

  10. 04/27/2022

    Expert Series with guest Scott Matasar - Episode 3 How to Avoid Legal Problems

    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.

    18 min

  11. 09/23/2021

    Introducing Bridge to Change

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

    7 min
  • 11 Episodes

About

Insights and educational content hosted by Jeff Nash an industry thought leader and CEO of Bridgemark Strategies, an advisor-centric consulting and recruiting firm.

Information

  • Creator
    Jeff Nash
  • Years Active
    2024 - 2026
  • Episodes
    11
  • Rating
    Clean
  • Copyright
    © 2026 Bridge to Change Podcast
  • Show Website
    Bridge to Change Podcast