About The Advisor Strategy Room: Where top advisors make smarter business decisions
Most advisors aren’t lacking options—they’re lacking clarity.
The Advisor Strategy Room is where financial advisors cut through the noise and make smarter business decisions around growth, independence, and exit. No recruiting pitches. Just real strategies, real trade-offs, and what’s actually happening in the market.
Pros & Cons of Joining an OSJ / Large Enterprise Model
For an advisor considering independence, one of the first decisions isn't necessarily which firm to join.
It may be:
Do I affiliate directly with the broker-dealer/custodian, or join through an OSJ/Large Enterprise?
An OSJ/LE can provide additional infrastructure, community, resources, succession opportunities, and support—but that additional layer usually comes with a cost.
The question is:
What are you getting for what you're giving up?
29 Sept 2026
How to Conduct Firm Due Diligence
Most advisors enter due diligence and immediately surrender control of the process.
The firm schedules the meetings, determines who you talk to, shows you its technology, explains its value proposition—and eventually asks you to come visit the home office.
That's backwards.
15 Sept 2026
Consultant Round Table Discussion
We got together with two more Bridgemark Strategies Consultants to discuss Wirehouse to Indy moves and Indy to Indy moves. Two broad scenarios, and a chance to learn about what is important in the discovery process when we work with these advisors.
1 Sept 2026
The Advisor's Mid-Career Reset
Is the Business You Built Still the Business You Want? Successful Advisors eventually reach a point where the question changes from “How do I build my business?” to “What do I want this business to do for me?”
18 Aug 2026
What Would Make Us Tell an Advisor NOT to Move?
Why the Best Advice We Give Isn't Always "Make the Change." The best consultants don't measure success by how many Advisors they move—they measure success by whether they helped the Advisor make the right decision.
4 Aug 2026
From Wirehouse to Building a $12bl Enterprise
TRavis and I were joined by Steve Dudash, from IHT Wealth Management, to discuss his journey from the Wirehouse world, to Independence, to starting his own RIA, to building an Enterprise business. Lots of great lessons for Advisors facing any of the decisions Steve faced in his journey.
21 Jul 2026
Breaking Down Today's Recruiting Deals
Recruiting deals have never been larger—but have they ever been more confusing? Advisors hear about 100%, 125%, even 150% of trailing revenue, but very few understand how those numbers are calculated or what they're actually giving up. Today, we're pulling back the curtain on recruiting deals and helping you evaluate them the right way."
7 Jul 2026
Why Are Advisors Changing Firms in Today's Environment?
This is a joint episode with Corey Walen from Firm Transitions, and we discuss the many reasons we see Advisors looking to make a change in their BD/RIA.
23 Jun 2026
The Advisor M&A Playbook: With Jeff Nash
We are joined this episode by Jeff Nash, CEO and Co-Founder of Bridgemark Strategies, to discuss the Advisor M&A landscape. Integrators, Aggregators, Valuations, and more.
9 Jun 2026
Is "I'm Not Unhappy" a Good Reason to Stay
If you’re not unhappy at your current firm…does that automatically mean you’re where you should be?
You can reach us at...
brett@bridgemarkstrategies.com (mailto:brett@bridgemarkstrategies.com)
travis@bridgemarkstrategies.com (mailto:travis@bridgemarkstrategies.com)
26 May 2026
Beyond the Payout: How Smart Advisors Evaluate Feel, Fit, and Financials
Many advisors think changing firms is about getting a bigger check or higher payout. In reality, that’s often the least important factor long term. This is the same framework we’ve used helping over 1,000 advisors evaluate opportunities.
7 May 2026
How We Help Advisors Make the Right Move (Without the Recruiting Noise)
Most advisors evaluate their firm options by talking to 2–3 firms directly… and the reality is, they’re being sold—not advised. Today, we’re breaking down how to actually approach this the right way.
Contact Info:
Brett@bridgemarkstrategies.com (mailto:Brett@bridgemarkstrategies.com)
Travis@bridgemarkstrategies.com (mailto:Travis@bridgemarkstrategies.com)
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