The Most Common Mistakes Financial Advisors Make in a Transition – with Jeff Nash (041)
The Most Common Mistakes Financial Advisors Make in a Transition – with Jeff Nash (041)
The Most Common Mistakes Financial Advisors Make in a Transition – with Jeff Nash (041)
On episode 41 of the Firm Transitions podcast, Jeff Nash, CEO / Co-Founder of Bridgemark Strategies, joins me to discuss the most common and obvious mistakes financial advisors make during their transition.
I hope this helps. Thanks for listening!
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Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
From The Podcast
Firm Transitions with Corey Walen
I'm Corey Walen and my goal on this show is to make broker dealer and RIA due diligence easier for you. You'll hear stories of transition from financial advisors as well as insight from my 10+ years of recruiting to help you prepare and learn so you can experience a successful search. Listen anywhere you get your podcasts, and please rate and review the podcast if you enjoy it.Join Podchaser to...
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