Knowledgeable Client Support Team
We have a full team of dedicated professionals focused on serving the administrative needs of SterlingBridge Partners advisors. They provide customized administrative support for each advisor depending on their specific needs including assistance with day-to-day business processing, sales and operations support.
Technology is the key to a smooth financial services operation. We understand this and have knowledgeable professionals available to provide one-on-one and online training and support for our expansive offerings of technologies including our CRM system, quote engine, and other resources to help our advisors operate efficiently.
Training & Education
We provide training and education designed to keep our advisors informed about the newest products, investment strategies and industry trends. We offer individual and team training including:
- One-on-one coaching and mentoring
- Local training sessions
- Regional and national meetings and conferences through our broker dealer
- Product education
- Ongoing professional development
Producer Study Group
We have formed several Study Groups of financial advisors in order to facilitate peer-to-peer learning, a critical element in advancing as a financial advisor. These study groups are small groups of advisors who assemble periodically to share ideas, learn best practices, and have others they can rely upon for support and inspiration.