by Carolyn Kick | Oct 14, 2020 | News
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...
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...
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...
by Carolyn Kick | Aug 18, 2020 | Technology for Advisors
In today’s competitive market, trust is the cornerstone of any productive advisor/client relationship. In order for advisors to foster long-term, successful relationships, they must have sound business practices and excellent communication strategies that build trust....
by Carolyn Kick | Jun 29, 2020 | Technology for Advisors
Today’s advisor is facing greater pressure to deliver a high-caliber client experience. Given the increase in competition, especially digitally native solutions, advisors are continuously tasked with showcasing the value of their services and keeping their clients...
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