Feel, Fit, Financials: How Advisors Protect Their Practice

Rich Landi of BridgeMark Strategies joins Jay Coulter to explain the "feel, fit, financials" framework for advisor transitions. Learn why you must require a pro forma, how to validate technology and onboarding, and why culture and hands‑on operational support determine who thrives post-transition.

What listeners will learn

• How a pro forma reveals true net economics

• How to evaluate culture and leadership before moving

• What to test in technology demos and who should join them

• Why upfront checks tied to long notes can be dangerous

• Which operational supports drive advisor growth

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