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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 β and why they are more than worth the price.
He additionally reveals his trademarked βthree Fsβ 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.