Resources

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

8 Technologies Revolutionizing the Advisor Space

Bridge has compiled our top 8 picks for technologies that are revolutionizing the advisor space. Check out our picks here.

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4 Technology Solutions for the Aspiring Virtual Advisor

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 on the industry leaders in virtual meeting.

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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 over 100 advisor-focused technology solutions on the market! Considering which technologies to invest in can be a daunting task.

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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 cover everything you need to know about NextGen clients and how to attract and retain them.

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5 Free Tech Tools to Help You Blog Better

Between meeting with new clients and managing your current client's accounts, a busy advisor's day may leave little time for blogging. However, blogging should be a key component of you firm's overall marketing strategy. While 20 years ago blogs didn't exist, today there are over 20 million of them. And 80% of businesses are using blogs to attract potential clients. This post will show you the best free tech tools to make blogging easier than ever before!

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

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 you may choose to implement.

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The Complete Guide to Technology for New Advisors

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 your firm, and a nicety for others. We’ve created this technology guide to help you decide which tech is right for your firm.

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5 Technology Solutions for the NextGen Advisor

As a NextGen advisor, you'll cater to Millennial-age clients who have unique expectations for their financial advisors, as well as unique financial concerns. Technology can play a key role in working with these types of clients. Check out our top five technology solutions for NextGen advisors.

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10+ Ways Technology Makes You a Better Advisor

Most advisors are aware there are many powerful advisor-focused technology solutions on the market. Some advisors are already leveraging technology, or if they aren’t, know they should be. But you shouldn’t be jumping on the tech bandwagon just because everyone else is! First, it’s important to understand how technology sets you apart from other advisors. Technology increases your efficiency, creates opportunities, and enhances the service you provide your clients. Read on to see all the ways great technology can make you a better advisor.

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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 how to make the most of your firm’s technology.

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Marketing for Advisors

The Advisor's Crash Course on 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. Want to learn how to use social media to turn prospects into clients? Check out our social media crash course for advisors!

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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 cover everything you need to know about NextGen clients and how to attract and retain them.

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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 advisor blog examples to get your creative juices flowing and give you a few blogging tips.

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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 truly effective blog. This is why we here at Bridge have created these six tips to keep in mind while blogging.

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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 below to take your cold-calling strategy to the next level.

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The New DOL Fiduciary

10 Things You Didn't Know About the DOL's New Rule

In the wake of the DOL's announcement of the new fiduciary rule, many advisors were left asking--how is it going to affect me? If you want to learn more about the new rule, check out 10 things you didn't know about the DOL's new rule here.

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Frequently Asked Questions about the Department of Labor's Fiduciary Rule

In recent years, the financial industry has changed. Consumers are more skeptical than ever before, and prefer a pay-for-advice model, rather than a transaction-based model. The Department of Labor’s new fiduciary rule is a push in that direction, urging financial professionals to adopt more popular and consumer-friendly practices and pricing models...

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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. Whether you experienced unprecedented growth in 2018 or need some new ideas to help your firm take off, these blogs are sure to give you new tactics, tips, and information to make 2019 even bigger. Find the inspiration and insight you need for your firm with some of the top professionals in the field. Here are the 10 best blogs to help you grow your firm in 2019.

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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 advisor blog examples to get your creative juices flowing and give you a few blogging tips.

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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 truly effective blog. This is why we here at Bridge have created these six tips to keep in mind while blogging.

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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.

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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 best articles to read if you’re considering breaking away.

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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 many other benefits to taking the plunge and becoming an RIA.

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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.

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