Firm Transitions Hosts Bridge to Change - Your Firm Was Sold... Now What?

Bridge to Change Podcast

Bridge to Change Podcast
Firm Transitions Hosts Bridge to Change - Your Firm Was Sold... Now What?
Oct 21, 2025
Jeff Nash

Corey Walen, host of the Firm Transitions podcast, hosts Jeff Nash (CEO and Co-Founder of Bridgemark Strategies) to discuss what happens to advisors when their firm is acquired. This conversation between two tenured professionals is a fantastic resource for all financial advisors!
Episode Artwork Firm Transitions Hosts Bridge to Change - Your Firm Was Sold... Now What? 24:49 Episode Artwork Firm Transitions Hosts Bridge to Change - Moving from a Wirehouse 27:43 Episode Artwork Firm Transitions Hosts Bridge to Change - The Red Hot M&A Market 28:36 Episode Artwork Firm Transitions Hosts Bridge to Change - Addressing Misalignment Among Advisors 14:16 Episode Artwork Firm Transitions Hosts Bridge to Change - A Look Back at 2024 37:10 Episode Artwork Bridge to Change Expert Series with guest Joe Kuo 37:41 Episode Artwork Bridge to Change Expert Series with guest Matt Sonnen 32:27 Episode Artwork Expert Series with guest Scott Matasar - Episode 3 How to Avoid Legal Problems 17:33 Episode Artwork Expert Series with guest Scott Matasar - Episode 2 Non-Solicit Agreements 14:56 Episode Artwork Expert Series with guest Scott Matasar - Episode 1 The Role of Protocol and Non-protocol Firms 13:12 Episode Artwork Introducing Bridge to Change 7:06