September 2020 - Bridge Financial Technology

Tech-Focused Firm Scales With Digitally-Enabled Planning Focus

by Carolyn Kick | Sep 15, 2020 | Stories of the Trusted Advisor

About Stories of the Trusted Advisor In our series Stories of the Trusted Advisor, we tell the stories of the amazing advisors that work with Bridge. We’ll explore what made them want to become advisors, how they went about founding their firms, how they serve their...

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Tech-Focused Firm Scales With Digitally-Enabled Planning Focus

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