Blog

All of our most popular resources for advisors in one place.

Our software is not the only means in which we work with advisors. We are invested in helping you succeed in your business, no matter what goals you may have. Check out some of the resources below, or feel free to reach out to our team if you want to learn more about how we can provide additional resources to help manage and grow your business.

Technology for Advisors

The Ultimate Resource Guide for Working With NextGen Clients

Millennials now surpass Baby Boomers as the largest generation alive. This means it’s more important than ever before for advisors to develop strategies to connect with Gen Y. Any RIA which aims to be sustainable in the long-term needs a strategy to appeal to Millennials, who have unique financial needs and preferences. This guide will

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The Step-by-Step Guide to Becoming a Virtual Advisor

1. Decide if virtual advising is right for you. The first step to becoming a virtual advisor is to decide if virtual advising is right for you. To do this, you should consider (1) the traits of a successful virtual advisor, (2) the benefits of virtual advising, and (3) the different types of virtual advising

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The Quickest Ways to Earn ROI from your Back-Office Technology

Only 13% of financial advisors feel in complete control of their time. Back-office tasks are one of the main culprits of this problem, consuming financial advisors’ workdays and drawing away their energy from growing client relationships or building new ones. But technology can help advisors manage those administrative tasks and devote themselves to client-facing services.

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The Complete Guide to Technology for New Advisors

Introduction If you’re new to the RIA biz, you’ve probably got a lot on your plate. From compliance issues to building your client base, there’s a lot to consider. Another important piece of the puzzle is the role technology will play at your firm. Technology will be a necessity for some of the functions of

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8 Technologies Revolutionizing the Advisor Space

1. Marketing: PreciseFP Financial Personalities PreciseFP’s Financial Personalities is changing the way prospects interact with your website. This software allows you to install a link to a financial personality quiz on your website. Your website visitors can take the self-discovery quiz which is interactive, engaging, and covers many hot button financial planning issues. Visitors who complete

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5 Technology Tools Every Advisor Should be Using

Technology is becoming a key component to any successful RIA firm. Using technology can streamline your operations work, enhance your client experience, and ultimately help you sign more prospects. But there are +100 advisor-focused technology solutions on the market! Considering which technology to invest in can be a daunting task. This is why we here

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5 Technology Solutions for the NextGen Advisor

Who are NextGen advisors? NextGen advisors are advisors who focus their efforts on working with younger clients, usually from generation X or Y. While the average age of a financial advisor is 50, the average age of a NextGen advisor is only 37. This means that most NextGen advisors are from generation Y. Because of

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5 Free Tech Tools to Help You Blog Better

Why Blog? Between meeting with new clients and managing current client’s, a busy advisor’s day may leave little time for blogging. But blogging should be a key component of your firm’s overall marketing strategy. While 20 years ago blogs didn’t exist, today there are over 150 million of them. And 80% of businesses are using

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4 Technology Solutions for the Aspiring Virtual Advisor

Last week Bridge featured Kate Holmes, a NextGen advisor who runs her RIA completely virtually. This week, we’re highlighting a few tech solutions that can help any advisor transition into the virtual meeting realm. Whether you’re looking for a free software download, or are interested in investing in a premium solution, we have the scoop

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4 Secrets to Unleashing the Power of Your Financial Technology

Technology is becoming increasingly important to advisors. A study conducted by Fidelity found that 77% of high-performing advisors believe technology is a key component of their firm’s success. For those already using technology and those looking to implement technology, learning how to maximize the benefit of that technology is crucial. This guide will teach you

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Sales for Advisors

The Six Best Cold-Calling Tricks for Advisors

Cold-calling is an effective strategy for new advisors just starting to build their client base, or any advisor looking to grow their existing book of business. While cold-calling alone might help you convert a few prospects into clients, there are extra steps you can take to maximize its effectiveness. Check out our top cold-calling tips

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How Advisors Can Use the Onboarding Experience to Increase Referrals

The top advisors know that the best client relationships start with an excellent onboarding process. Not only will it help to retain the client with clear expectations, but it will set the stage for better and more frequent referrals. The beginning of the advisor-client relationship is the time to make a good impression. Clients who

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Marketing for Advisors

The Ultimate Resource Guide for Working With NextGen Clients

Millennials now surpass Baby Boomers as the largest generation alive. This means it’s more important than ever before for advisors to develop strategies to connect with Gen Y. Any RIA which aims to be sustainable in the long-term needs a strategy to appeal to Millennials, who have unique financial needs and preferences. This guide will

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The Advisor’s Crash Course on Social Media

Why You Should be Using Social Media In a recent survey of over 800 advisors, researchers found that 81% of advisors are using social media for business. This figure has steadily increased year over year. Nowadays, about 56% of advisors claim that social media plays a significant role in their marketing efforts. But it’s not

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6 Best Blogging Tips for Financial Advisors

Nowadays, it seems like everyone is blogging–from doctors, to lawyers, to designers, to chefs and even financial advisors! A blog gives you the opportunity to showcase your financial expertise, drive web traffic to your website, and attract new potential clients. However, it takes a great deal of thought, planning, and time commitment to create a

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Starting an RIA

The Complete Checklist to Starting Your RIA

Current research estimates that independent RIAs and dually registered firms manage 23% of assets, an impressive market share for independently based firms. In fact, this number is expected to rise to almost 28% by 2018. To put it simply: there hasn’t been a better time to get into the RIA business. However, creating an RIA

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Five Reasons (Besides Money) to Breakaway & Be Independent

So, you’re considering breaking away to be your own boss and do things your way. You’re probably asking yourself: is becoming an RIA right for me? Becoming an independent financial advisor could be the biggest career move you make in your life. While some are enticed by the promise of a higher salary, there are

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5 Articles to Read Now if You’re Starting an RIA

While creating an RIA can be a lucrative and rewarding career move, it’s no small undertaking. Navigating the ins-and-outs of what it takes to operate an RIA can be difficult and confusing. Luckily, there are a slew of resources available to aid financial professionals interested in creating an RIA. Here are five articles to read

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4 Best Articles to Read if You’re Considering Breaking Away

With the DOL’s new fiduciary ruling, now is a better time than ever before to take the plunge and become an RIA. But breaking away from a big brokerage firm isn’t easy. And for some, being a breakaway broker might not be the right fit. That’s why we here at Bridge have compiled some of

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Blogging for Advisors

Top 10 Blogs to Follow in 2019 for Early Stage RIA Firms

When it comes to becoming top in the advisory field and growing your business, the learning process never truly ends. An easy way to keep up to date on the newest and best industry information is finding blogs that are as committed to excellence as you. Whether you experienced unprecedented growth in 2018 or need

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6 Best Blogging Tips for Financial Advisors

Nowadays, it seems like everyone is blogging–from doctors, to lawyers, to designers, to chefs and even financial advisors! A blog gives you the opportunity to showcase your financial expertise, drive web traffic to your website, and attract new potential clients. However, it takes a great deal of thought, planning, and time commitment to create a

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5 Awesome Advisor Blog Examples and Why We Think They’re Great

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