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How We Do Things Differently at Bridge

How We Do Things Differently at Bridge

by Carolyn Kick | May 26, 2020 | Integrations & Bridge Updates, 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...
How Financial Advisors Can Become More Proactive than Reactive In Their Client Management

How Financial Advisors Can Become More Proactive than Reactive In Their Client Management

by Carolyn Kick | May 7, 2020 | Client Communications

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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