Bridge to Change Podcast
Bridge to Change Podcast
Introducing Dave Sigler, SVP Advisor Consulting
Dave brings 20+ years of industry experience in working with and consulting financial advisors. His entire career has been focused on helping advisors make better smarter recommendations for their clients’ needs.
Hello, and welcome to Bridge to Change podcast. My name is Catherine Paulson, CMO of Bridgemark Strategies, a nationally recognized industry-leading financial advisor recruiting and consulting firm. Today, I am speaking with Dave Sigler, Senior Vice President. Welcome, Dave.
SPEAKER_01:Hey, good afternoon, Catherine. How are
SPEAKER_00:you? I'm well, thank you. Dave, I just want to talk to you a little bit about yourself, and will you give us a little background?
SPEAKER_01:Yeah, thanks, Catherine. A little bit about my background and experience. I started in the mid-90s with MFS and Sun Life in downtown Boston on the annuity wholesaling side. Spent five years there and then went with a couple individuals over to Guardian Investor Services, which was a subsidiary of Guardian Life Insurance Company, where we started an internal sales distribution team of about 65 folks. Spent five years there and then got an opportunity to wholesale certainly for Ohio National on the annuity side, covering New England, predominantly wires and regionals and some banks, and spent just shy of 13 years with Ohio National. And then they kind of changed direction as to what they were doing. And so I jumped on with Transamerica Life Insurance Company, also wholesaling annuities in New England, calling on wire house advisors, regional advisors, independent advisors, as well as banks.
SPEAKER_00:Fantastic. It sounded, it sounds great. I just wanted to hear more about how you help advisors today. It sounds like you have kind of come to the realization that you could help them transition now that this time in your career. Would you talk a little bit about that?
SPEAKER_01:Great question, Catherine. So how I help financial advisors today, it's kind of a three-prong approach. One, by listening to what they have to say, listening to how it's going with their current broker dealer or RIA, who's unhappy, why they're unhappy, what the pain points are. Two, then educating them on the opportunities that are out there, the potential solutions to those problems that they're currently dealing with. And then finally, three, help them navigate through the process of contemplating a broker-dealer change.
SPEAKER_00:It really sounds like you have the end goal in mind with the advisors and put the advisors central to your process. And in terms of being very thoughtful about the process, would you say there's a differentiator with Bridgemark strategies for you?
SPEAKER_01:So the key differentiator with Bridgemark for me, being able to help financial advisors, is having the ability to be agnostic. And this allows me to sit on the same side of the table as the advisor and having that ability to put the financial advisor at the center of of our process is huge. Thank you.
SPEAKER_00:That sounds terrific. Thank you so much Dave for spending some time with us today.
SPEAKER_01:Thank you.