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8 Top Time-Wasters Preventing Advisors From Growing Their Practice

8 Top Time-Wasters Preventing Advisors From Growing Their Practice

by Carolyn Kick | Mar 22, 2020 | Technology for Advisors, Sales for Advisors, Marketing for Advisors

Today’s advisors are busier than ever. Balancing time between serving existing clients, growing their firm, and still trying to maintain time for a personal life remains extremely challenging. In recent studies, advisors self-assessed that they spend 43 hours...
How Advisors Can Use the Onboarding Experience to Increase Referrals

How Advisors Can Use the Onboarding Experience to Increase Referrals

by Rasheed Hammouda | Jan 24, 2019 | Sales for Advisors

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...

The Six Best Cold-Calling Tricks for Advisors

by Rasheed Hammouda | Apr 3, 2016 | Sales 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...

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  • Bridge Welcomes New VP of Operations and Client Success

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