Bridge to Change Podcast Tue, 09 Jun 2026 12:53:37 -0400 https://www.buzzsprout.com/1859226 en-us © 2026 Bridge to Change Podcast yes 4272e517-f05f-55ac-80bc-e83df53a0563 Jeff Nash episodic false Buzzsprout (https://www.buzzsprout.com) Jeff Nash https://storage.buzzsprout.com/y5gs2k002xdqtws3wukc4u29anbl?.jpg Bridge to Change Podcast Firm Transitions Hosts Bridge to Change: What Today's Record Recruiting Packages Really Mean 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.

]]> 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.

]]> Jeff Nash Buzzsprout-19275358 Tue, 09 Jun 2026 12:00:00 -0400 1740 full false Firm Transitions Hosts Bridge to Change - Moving from a Wirehouse 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!

]]> 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!

]]> Jeff Nash Buzzsprout-18050182 Tue, 21 Oct 2025 10:00:00 -0400 1663 full false Firm Transitions Hosts Bridge to Change - The Red Hot M&A Market 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

]]> 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

]]> Jeff Nash Buzzsprout-17775653 Tue, 02 Sep 2025 16:00:00 -0400 1716 full false Firm Transitions Hosts Bridge to Change - Addressing Misalignment Among Advisors 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. 

]]> 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. 

]]> Jeff Nash Buzzsprout-17775454 Tue, 02 Sep 2025 16:00:00 -0400 856 full false Firm Transitions Hosts Bridge to Change - A Look Back at 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. 

]]> 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. 

]]> Jeff Nash Buzzsprout-17775750 Fri, 20 Dec 2024 16:00:00 -0500 2230 full false Bridge to Change Expert Series with guest Joe Kuo 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.

]]> 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.

]]> Jeff Nash Buzzsprout-11831731 Wed, 07 Dec 2022 13:00:00 -0500 2261 full false Bridge to Change Expert Series with guest Matt Sonnen 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.

]]> 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.

]]> Jeff Nash Buzzsprout-11008350 Tue, 26 Jul 2022 15:00:00 -0400 1947 full false Expert Series with guest Scott Matasar - Episode 3 How to Avoid Legal Problems 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.

]]> 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.

]]> Jeff Nash Buzzsprout-10517627 Wed, 27 Apr 2022 18:00:00 -0400 1053 full false Expert Series with guest Scott Matasar - Episode 2 Non-Solicit Agreements 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.

]]> 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.

]]> Jeff Nash Buzzsprout-10517578 Wed, 27 Apr 2022 18:00:00 -0400 896 full false Expert Series with guest Scott Matasar - Episode 1 The Role of Protocol and Non-protocol Firms 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.

]]> 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.

]]> Jeff Nash Buzzsprout-10517559 Wed, 27 Apr 2022 18:00:00 -0400 792 full false Introducing Bridge to Change 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.  

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

]]> Katherine Paulson Buzzsprout-9248791 Thu, 23 Sep 2021 14:00:00 -0400 426 full false