FAIRFIELD, IA – September 28, 2022 – Cambridge is pleased to announce a new digital marketing solution available to its 3,800-plus financial professionals called RetireTRAC.
RetireTRAC, powered by Cambridge, is a comprehensive retirement preparedness and planning system as well as a prospect conversion tool. As a retirement preparedness and planning system, the solution aims to help investing clients better understand the complexity of the planning process and contribute to the holistic planning approach desired by today’s clients. As a prospect conversion tool, RetireTRAC can help financial professionals turn leads into clients and uncover new and surprising insights about existing clients.
The solution is designed to immerse investing clients in the planning process from the first appointment. Through a short, five-minute assessment online, clients rate themselves in 20 areas to determine their level of retirement preparedness. The results of the assessment generate a personalized RetireTRAC Score and Action Plan tailored to each client or prospect. The score gauges where the client is at today, while the Action Plan identifies items that need addressed to make the client’s retirement vision a reality. This provides a roadmap for future appointments.
“RetireTRAC is a flexible system that can easily be integrated into a financial professional’s current processes,” said Jeff Vivacqua, Cambridge’s President of Growth and Development. “Whether targeting the retirement plan market or looking for new lead generation methods – or simply following a holistic financial planning approach with clients – RetireTRAC can help meet today’s business needs.”
Financial professionals have two subscription tiers to choose from in deploying RetireTRAC: Bronze and Platinum. The Bronze tier includes unlimited access to the tool, including the standard questionnaire and dashboard, individual client reporting, and client progress reports. The Platinum-level subscription includes the Bronze tier features, plus the ability to add the professional’s company logo to reports, customize the questionnaire, and access a resource library of topic-specific appointment presentations and brochures.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. 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 internally controlled independent broker-dealers in the country.
Contact: Jeff Wulf, Senior Vice President, Cambridge: firstname.lastname@example.org or 800-777-6080
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.
Please contact Cambridge’s Public Relations Team at email@example.com for news media inquiries, executive speaking engagements, industry sponsorship opportunities, media planning, and community involvement.
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. For financial professional use only V.CIR.0221-0529