FAIRFIELD, IA – January 28, 2019 – Cambridge is pleased to announce the firm will be working closely with The W Source™ to further support women in the advice industry. Cambridge anticipates working with The W Source to encourage intentional networking and community-building between professional women. Through the W Source, Cambridge women advisors have the opportunity to expand their presence within their communities by creating networks of women professionals whose businesses complement one another and provide opportunities to meet prospective clients through referrals.
The W Source is a unique female-centric networking group interested in connecting with female advisors who are committed, engaged, and passionate about growth. They help women professionals grow their businesses through networking groups of 20 to 25 professionals in local areas. The organization, which was launched in 2017, provides educational resources, marketing support, and dedicated sales coaches that assist women in running their local chapters. Chapters are generally led by financial advisors with additional professional members such as CPAs, attorneys, and risk management specialists.
Cambridge Community of Women
The Cambridge Community of Women is about encouraging more women professionals to engage in the advice industry, not fewer men. The community was formalized in 2011 with the intent of supporting women in the advice industry. Cambridge women advisors are represented in Cambridge’s Leader’s Club, Signature Club, and Premier Club – and hold representative roles on many Cambridge Advisory Councils. These independent women advisors and independent business owners position Cambridge in the top 5 firms for highest percentage of women advisors in the industry1.; however, the Cambridge Community of Women continues to be focused on bringing even more women into our industry, helping more women move into leadership roles, and empowering more women to seize opportunity and thrive.
Cambridge Women Advisors Forum 2019
Cambridge’s Women Advisors Forum 2019 is set for March 17 to 19 in Dallas/Fort Worth, Texas. The event is hosted by Cambridge’s President and CEO, Amy Webber, and other women senior leaders for Cambridge advisors. In terms of senior leadership at Cambridge, 56 percent of the assistant vice presidents are women, with 50 percent of vice presidents and 30 percent of senior executives also being women. Cambridge ranks 4th for the highest percentage of women advisors2 and 26 percent of FINRA licensed advisors with Cambridge are women.
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: advice solutions, technology solutions, platform choice and business structure solutions, consulting solutions, and outsourcing solutions. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country.
Cindy Schaus (firstname.lastname@example.org)
First Vice President, Public Relations and Creative Marketing, 641-780-3954
Nick Mitchell (email@example.com)
About The W Source
Female-Centric Networking: The W Source™ offers a unique and innovative way for female financial advisors to build a W2W networking group with other trusted female professionals such as CPAs, attorneys, and risk management specialists. To learn more, please visit www.TheWSource.com or contact 1-833-W-Source.
1 Financial Planning magazine, 2018
2 Investment News magazine, 2018
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.