PODCAST · business
The Advisor Strategy Room: Where top advisors make smarter business decisions
by Brett Waterfield / Travis Boak
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.
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3
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 [email protected]@bridgemarkstrategies.com
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2
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.
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1
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:[email protected]@bridgemarkstrategies.com
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ABOUT THIS SHOW
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.
HOSTED BY
Brett Waterfield / Travis Boak
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Frequently Asked Questions
How many episodes does The Advisor Strategy Room: Where top advisors make smarter business decisions have?
The Advisor Strategy Room: Where top advisors make smarter business decisions currently has 3 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Advisor Strategy Room: Where top advisors make smarter business decisions about?
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...
How often does The Advisor Strategy Room: Where top advisors make smarter business decisions release new episodes?
The Advisor Strategy Room: Where top advisors make smarter business decisions has 3 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Advisor Strategy Room: Where top advisors make smarter business decisions?
You can listen to The Advisor Strategy Room: Where top advisors make smarter business decisions on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Advisor Strategy Room: Where top advisors make smarter business decisions?
The Advisor Strategy Room: Where top advisors make smarter business decisions is created and hosted by Brett Waterfield / Travis Boak.
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