Want to create an interactive transcript for this episode?
Podcast: Legal Listening: The Fox Rothschild LLP Podcast
Episode: AdvisorEsq - Episode 11
Description: In the second part of his conversation with host Matt Baum, Jeff Nash, CEO and Co-Founder of Bridgemark Strategies, shares the due diligence all advisors should undertake to ensure their clients will be supported both during and after a sale. He also counsels on the value of hiring top legal counsel for corporate transactions – and why they are more than worth the price.
He additionally reveals his trademarked “three Fs” that advisors should assess before moving to a new firm, as well as offers tips for career success to advisors just embarking on the profession.