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Advisor Resources

To help advisor practices thrive, our team has created tons of free resources. Check out our expert guides, articles, and advisor stories below.

Downloadable Guides

Downloadable Guides to Transform Your Firm

How much could legacy technology be costing you?

BridgeFT Q2 Product Enhancements & Updates

BridgeFT Strengthens Product, Client Success, and Data Analytics Teams with New Additions

BridgeFT Expands Go-to-Market Team With Series of Strategic New Hires

Expert Articles

Expert Articles to Power Client Relationships

How much could legacy technology be costing you?

New technology makes you money. For example, the new laptop you just bought your executive assistant is an investment in efficiency, which translates into increased

BridgeFT Q2 Product Enhancements & Updates

BridgeFT Strengthens Product, Client Success, and Data Analytics Teams with New Additions

BridgeFT Expands Go-to-Market Team With Series of Strategic New Hires

Advisor Stories to Inspire Teams

“I came out of the broker-dealer world with a passion for serving clients and putting their best interest first.”

Daren, Sonoma Wealth Advisors

“People need people who are willing to help them without a hidden agenda.”

Jesse B. Rodrigue, Founder of Fortune 45

“What makes me unique and helps me connect with my clients is my own story of how I grew up and where I came from.”

Leighann Miko, Founder of Equalis

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