<![CDATA[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.

]]>https://brettwaterfield.com/Riverside.fm (https://riverside.com)Tue, 04 Aug 2026 11:34:48 GMTTue, 28 Apr 2026 20:39:56 GMT60Brett Waterfield / Travis Boak<p>Most advisors aren’t lacking options—they’re lacking clarity.<br />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.</p>episodicBrett Waterfield / Travis Boakwaterfield1@mac.comno<![CDATA[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."

]]>78b371a2-4be7-40fb-a59e-a9d90098e799Tue, 21 Jul 2026 13:14:02 GMT<p>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."</p>no00:32:00Breaking Down Today's Recruiting Dealsfull<![CDATA[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.

]]>44ceb3c9-fd50-4f9b-b8ce-7ced8994bd1bTue, 07 Jul 2026 13:03:40 GMT<p>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.</p>no00:55:25Why Are Advisors Changing Firms in Today's Environment?full<![CDATA[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.

]]>7244ff18-eece-408d-bfbd-842212fdbfe7Tue, 23 Jun 2026 12:37:31 GMT<p>We are joined this episode by Jeff Nash, CEO and Co-Founder of Bridgemark Strategies, to discuss the Advisor M&amp;A landscape. Integrators, Aggregators, Valuations, and more.</p>no00:38:36The Advisor M&A Playbook: With Jeff Nashfull<![CDATA[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

travis@bridgemarkstrategies.com

]]>afe4b2fb-0163-4f65-8df2-b9f150ccbf95Tue, 09 Jun 2026 00:11:21 GMT<p>If you’re not unhappy at your current firm…does that automatically mean you’re where you should be?</p><p></p><p>You can reach us at...</p><p><a rel="noopener noreferrer nofollow" href="mailto:brett@bridgemarkstrategies.com" target="_blank">brett@bridgemarkstrategies.com</a></p><p><a rel="noopener noreferrer nofollow" href="mailto:travis@bridgemarkstrategies.com" target="_blank">travis@bridgemarkstrategies.com</a></p><p></p>no00:26:18Is "I'm Not Unhappy" a Good Reason to Stayfull<![CDATA[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.

]]>3b2d04ed-1ec8-4da7-b273-6e41e3d5faf7Tue, 26 May 2026 13:00:00 GMT<p>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.</p><p></p>no00:26:46Beyond the Payout: How Smart Advisors Evaluate Feel, Fit, and Financialsfull<![CDATA[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

Travis@bridgemarkstrategies.com

]]>b3b5f7b9-a5e9-4946-bc0b-b2a52cdb4af4Thu, 07 May 2026 21:40:12 GMT<p>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.</p><p></p><p>Contact Info:</p><p><a rel="noopener noreferrer nofollow" href="mailto:Brett@bridgemarkstrategies.com" target="_blank">Brett@bridgemarkstrategies.com</a></p><p><a rel="noopener noreferrer nofollow" href="mailto:Travis@bridgemarkstrategies.com" target="_blank">Travis@bridgemarkstrategies.com</a></p><p></p>no00:29:3111How We Help Advisors Make the Right Move (Without the Recruiting Noise)full