One of the best ways for Rep/Advisors to develop best practices and find new ways of building their business is through discussions with their peers and colleagues. As a result, Cambridge has organized several avenues of communication to help our Rep/Advisors network and learn from each other. These include:
The Answer Zone/Information from A to Z
The Answer Zone provides Rep/Advisors the opportunity to interact via email in a discussion group. Last year, thousands of emails were posted with topics including: technology, staffing, product performance, customer service, college and estate planning, HSA’s, alternative investments, practice management, and hiring practices.
Advisor to Advisor
The Advisor to Advisor Program matches Rep/Advisors for co-mentoring and assists with forming study groups. Each group is matched based on desired topics, frequency of meetings, and their location to optimize growth and success.
High Speed Strategic Coaching
Cambridge partners with Russell Investment Group to provide an exclusive business planning and coaching program called High Speed Strategic Coaching.
RPM - Real Practice Management
RPM has been designed to target Rep/Advisors who are looking to improve their existing business. Using four group workshops along with individual monthly conference calls, your coach will evaluate your business, encourage change, and suggest successful strategies customized to meet your business goals. Workshops topics include:
- Developing a business plan and model
- Identifying your market niche
- Getting better referrals from your clients
- Branding your practice
- Creating efficiency and profitability
- Establishing a business succession and transition plan
- Building an action plan
As a “Next Level” coaching program, RPM is geared towards Cambridge Rep/Advisors with a certain level of production who are ready to take the next step. Your success is determined by your strong desire to enhance your business and your commitment to dedicate time and energy to the program’s workshops, exercises, and monthly calls.
Find out how Cambridge Coaching and Mentoring can help build your practice.