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Bridge Welcomes New VP of Operations and Client Success

Bridge Welcomes New VP of Operations and Client Success

by Carolyn Kick | Oct 14, 2020 | Integrations & Bridge Updates

Bridge Financial Technology is excited to announce the addition of Mike Sands to our growing team. In his new role as VP of Operations and Client Success, Mike will ensure Bridge’s clients continue to receive the high level of service that has become a hallmark of the...
“Everyone deserves financial security” – How One Advisor Took an Uncommon Path to Founding and Growing Their Firm for Overlooked Clients

“Everyone deserves financial security” – How One Advisor Took an Uncommon Path to Founding and Growing Their Firm for Overlooked Clients

by Carolyn Kick | Oct 3, 2020 | Stories of the Trusted Advisor

About Stories of the Trusted Advisor In Stories of the Trusted Advisor, we showcase 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 clients in new and...

Recent Posts

  • All-in-One vs. Best-in-Class Technology: Which is better for advisors?
  • How One Advisor Found His Calling to Help Others and Built a $100M AUM RIA Along the Way
  • Culture Eats Strategy for Breakfast: Growing a Client-Centric RIA with a Culture of Service, Tenacity, and Trust
  • Learn How to Double Client Satisfaction with Consistent, Clear, and Complete Client Reviews
  • Bridge Welcomes New VP of Operations and Client Success

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