by Carolyn Kick | May 26, 2020 | News, Technology for Advisors
At Bridge, we do more than provide powerful, easy-to-use practice management software for advisors. We partner with advisors, working hand-in-hand with them to help them leverage technology to run a more efficient practice and better serve their clients. We do this...
by Carolyn Kick | May 7, 2020 | Technology for Advisors
In what had been a bull market for over a decade until just recently, many advisors have neglected the importance of a strong, proactive client communications plan. This lack of attention to client communications was demonstrated in a recent survey of high-net-worth...
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