by Carolyn Kick | Jan 18, 2021 | Technology for Advisors
As a financial advisor, your technology is the backbone of your business. It allows you to complete the day-to-day tasks that help your clients’ financial goals become a reality. But in today’s ever-changing technology landscape, making the right technology...
by Carolyn Kick | Jan 5, 2021 | Stories of the Trusted Advisor
As a child, Jesse grew up in a middle class family in southern Louisiana. His father worked in a chemical plant but took up a hobby of getting involved in the stock market to help him grow his retirement savings. Jesse recalls “As a child, my dad always taught me...
by Carolyn Kick | Dec 4, 2020 | Stories of the Trusted Advisor
As a young advisor just getting started, Daren recalls spending the first part of his career working for a broker-dealer, growing his book of business. “I started with a large national firm, and built my business knocking on doors. I went through so many business...
by Carolyn Kick | Nov 3, 2020 | Client Communications
Introduction As investment options continue to multiply and clients are faced with more options and information than ever, communication from advisors takes on critical importance. Financial reviews and client reporting processes are the foundation of accountability...
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...
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