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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

Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com

Feel, Fit, Financials: How Advisors Protect Their Practice