recruiting

Cambridge offers a robust schedule of events designed to help our rep-advisors enrich and grow their practices. Some of these events are open to financial advisors of other broker-dealers. Space is limited! For questions about these events, please contact Cambridge This e-mail address is being protected from spam bots, you need JavaScript enabled to view it at 877-4BD-4RIA (877-423-4742).

 
Cambridge 2012 Events:

 

The Cambridge National Conference is open to our rep-advisors, administrative staff, and qualified guests. Our biggest event of the year delivers dynamic speakers, informative sessions, and exclusive networking opportunities. Qualified guests welcome!

  • October 3-6: Chicago, Illinois 

 

The Cambridge Premier Club is a reward for our top producers; by invitation only.

  • February 26-29: Scottsdale, Arizona
  • May 19-22, 2013: Colorado Springs, Colorado 

 

The Cambridge Wealth Strategies Workshop is a one and a half day wealth management meeting hosted regionally four times a year. This year, the focus is on estate and income distribution planning discussions and case studies. Qualified guests welcome!

  • April 25-27: Baltimore, Maryland (Branch Growth Forum: April 25)
  • June 6-8: Reno, Nevada (Branch Growth Forum: June 6)
  • August 22-24: St. Louis, Missouri (Insurance Forum: August 22)

 

The Cambridge Branch Growth Forum supports Cambridge rep-advisors interested in building successful branches.

  • April 25: Baltimore, Maryland (Wealth Strategies Workshop: April 25-27)
  • June 6: Reno, Nevada (Wealth Strategies Workshop: June 6-8) 

 

The Cambridge Insurance Forum offers cutting-edge insurance solutions, powerful sale strategies, and innovative product solutions. Qualified guests welcome!

  • August 22: St. Louis, Missouri (Wealth Strategies Workshop: August 22-24)

 

The Cambridge Succession Planning and Practice Acquisition: The Art and Science of Getting to Win-Win is a half day focus on unique solutions for succession planning and acquisitions including a multi-level process to increase value and create a smooth transition plan. Qualified guests welcome!

  • June 26: Chicago, Illinois
  • June 27: Detroit, Michigan
  • June 28: Philadelphia, Pennsylvania 

 

The Cambridge Retirement Plan Summit explores the tools and knowledge needed to expand your retirement plan business. Qualified guests welcome!

  • July 11-13: Chicago, Illinois
  • October 31-November 2: San Francisco, California

 

The Cambridge Women Advisors Forum is a two-day focus on navigating the communication differences between genders to enhance teamwork and bridge the communication gap for both clients and colleagues. Qualified guests welcome!

  • July 19-20: Denver, Colorado

 

The Cambridge Office Solutions Workshop (OSW) is a day and a half workshop hosted at the home office in Fairfield, Iowa. Designed for new rep-advisors and their administrative staff, the OSW is a valuable component of the overall transition process and provides hands-on technology training and the opportunity to sample our culture. Qualified guests welcome! 

  • April 19-20: Fairfield, Iowa
  • June 21-22: Fairfield, Iowa
  • August 9-10: Fairfield, Iowa
  • November 1-2: Fairfield, Iowa

 

 

 

 

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