In the second part of his conversation with host Matt Baum, Jeff Nash, CEO and Co-Founder of Bridgemark Strategies, shares the due diligence all advisors should undertake to ensure their clients will be supported both during and after a sale. He also counsels on the value of hiring top legal counsel for corporate transactions — and why they are more than worth the price.
He additionally reveals his trademarked “three Fs” that advisors should assess before moving to a new firm, as well as offers tips See more +
In the second part of his conversation with host Matt Baum, Jeff Nash, CEO and Co-Founder of Bridgemark Strategies, shares the due diligence all advisors should undertake to ensure their clients will be supported both during and after a sale. He also counsels on the value of hiring top legal counsel for corporate transactions — and why they are more than worth the price.
He additionally reveals his trademarked “three Fs” that advisors should assess before moving to a new firm, as well as offers tips for career success to advisors just embarking on the profession. See less -
