April 2016 - Bridge Financial Technology

4 Best Articles to Read if You’re Considering Breaking Away

by Rasheed Hammouda | Apr 27, 2016 | Starting an RIA

With the DOL’s new fiduciary ruling, now is a better time than ever before to take the plunge and become an RIA. But breaking away from a big brokerage firm isn’t easy. And for some, being a breakaway broker might not be the right fit. That’s why we here at Bridge...

4 Technology Solutions for the Aspiring Virtual Advisor

by Rasheed Hammouda | Apr 12, 2016 | Technology for Advisors

Last week Bridge featured Kate Holmes, a NextGen advisor who runs her RIA completely virtually. This week, we’re highlighting a few tech solutions that can help any advisor transition into the virtual meeting realm. Whether you’re looking for a free software...

The Six Best Cold-Calling Tricks for Advisors

by Rasheed Hammouda | Apr 3, 2016 | Sales for Advisors

Cold-calling is an effective strategy for new advisors just starting to build their client base, or any advisor looking to grow their existing book of business. While cold-calling alone might help you convert a few prospects into clients, there are extra steps you can...

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4 Best Articles to Read if You’re Considering Breaking Away

4 Technology Solutions for the Aspiring Virtual Advisor

The Six Best Cold-Calling Tricks for Advisors

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