Stories of the Trusted Advisor Archives - Bridge Financial Technology

“Everyone deserves financial security” – How One Advisor Took an Uncommon Path to Founding and Growing Their Firm for Overlooked Clients

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...

Tech-Focused Firm Scales With Digitally-Enabled Planning Focus

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...

if (jQuery( "body" ).find( "div.promo-slide-in" ).length > 0){ if(jQuery("body").hasClass("et_non_fixed_nav")){ jQuery(".et_non_fixed_nav #main-header").addClass("nonfixed-nav-main-header"); }if(jQuery("body").hasClass("et_fixed_nav")){ jQuery(".et_fixed_nav.et_show_nav #page-container").addClass("fixed-nav-page-container"); jQuery(".et_fixed_nav #main-header").addClass("fixed-nav-main-header"); } }

“Everyone deserves financial security” – How One Advisor Took an Uncommon Path to Founding and Growing Their Firm for Overlooked Clients

Tech-Focused Firm Scales With Digitally-Enabled Planning Focus

Recent Posts

Recent Comments

Archives

Categories

Meta