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Dan Sullivan, Minneapolis, MN, Joined Cambridge from AIG Financial Advisors, Inc. in July, 2006 Marie Marks, Indianapolis, IN, Joined Cambridge in May, 2006
Many Rep/Advisors only dream of having the support they deserve from their Broker/Dealer and the ability to run their practice the way they see fit. At Cambridge, genuine independence and support are the reality and cornerstones of our expanding practice management initiatives.Cambridge’s dynamic practice management resources play a key role in positioning our Rep/Advisors ahead of their competition. By staying abreast of industry trends, our Practice Management Team is able to provide effective, customizable support that meets the evolving needs of our Rep/Advisors. We will help you identify the solutions that are right for your practice based on these four main categories:
The Roadmap to RevenueMany Rep/Advisors, intent on taking their practice to the next level, are asking Cambridge for a complete, consolidated program for mapping where they want their practice to go and how they will reach that destination. As a result, we have organized our expanding library of offerings into a program we call The Roadmap to Revenue. Start a discussion about Cambridge’s practice management offerings and your practice |