What our clients say
I have been working primarily with Leanne and Jordan at the Practice Bridge since November 2024 as the level of admin I had to do was stopping me from spending time with clients and prospects.
I set up my practice last year and one of the reasons I went with the Practice Bridge to support my business needs is Leanne’s operation experience. She helped me set up my practice systems and filing system properly so it was fit for purpose as my business grew. I now use Jordan’s support primarily with LOA chasing and meeting preparation. I couldn’t imagine not using them now as it frees up so much time, since I am not doing the things that I don’t like doing or don’t have the time to.
Shalini
Leanne and the team have been providing me with invaluable admin support for the last 6 months and don't honestly know how I coped without them before!
They are efficient, friendly, knowledge and professional. Nothing is too much to ask and their processes are super streamlined. I would highly recommend their services to other SJP practices looking to outsource their admin and reduce their headaches
Judson Grant Wealth Management
About The Practice Bridge
Outsourced Administration, Client Servicing, Paraplanning and Coaching for SJP Partners
Leanne started The Practice Bridge in 2024 offering Outsourced Administration, Client Servicing, Paraplanning and Coaching for SJP Partners.
We take all the hassle out of paraplanning and administration and empower SJP advisors and practices to focus on what they do best – delivering outstanding financial advice and client service!
Why are we different?
We’re SJP specialists and fully integrated with Salesforce
We’re more flexible, tailoring solutions so you only pay for what you really need / can afford
We’re a one-stop shop – where else can you get all this from one trusted partner?
- Administration
- Paraplanning
- Leadership coaching and mentoring
- Practice process and best practice audit reviews
Our team has over 75 years of combined experience of working within the industry, leading and growing financial services practices. Call us today to discuss how we can help.
** The Practice Bridge provides services to the representatives of SJP. There is no endorsement or formal agreement held with St. James‘s Place Wealth Management Group**
