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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

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

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

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

Branding 101: How to Create an Irresistible Advisor Brand

As a financial advisor, your branding is critical. In essence, it determines how people view you and understand your services. But is your branding powerful enough to stand apart from the crowd? Due to the increase of robo-advisors as well as human competition, many financial advisors are struggling with a “crisis of differentiation,” as Marie

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

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

Nowadays, lots of advisors are blogging. This is because a blog can drive more traffic to your advisor website, and increase your credibility in the industry. The only caveat is that blogging isn’t easy! We could all use some tips and tricks on how to blog successfully. That’s why we’ve picked out five awesome financial

Top Conferences to Consider For Emerging RIA Firms in 2019

Conferences offer a number of benefits; they empower professionals to network with like-minded individuals, discover helpful tools, and learn new skills. However, most financial advisors skip conferences, the average advisor only attending a conference once every two years. Financial advising firms—especially new firms—are missing vital opportunities when they forego conferences. It’s true that conferences incur

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

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

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

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

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

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

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