Few people can speak to the long-term impact of Cambridge’s CAAP solution better than Karl Elsass and Mark Dudycha. Recorded live from Ignite, co-hosts Val Vest and Jeff Wick sit down with these experienced CAAP users to discuss how Cambridge's managed account program has helped them strengthen client relationships, create capacity, and grow their businesses over the years.

Drawing from their firsthand experiences, Karl and Mark share practical insights into how they use CAAP, how they evaluate investment strategists, and what they would tell advisors considering the solution for the first time.

Join Val, Jeff, Karl, and Mark as they explore:

• How CAAP helped them spend less time managing portfolios and more time serving clients
• Why leveraging professional strategists strengthened rather than diminished their value as advisors
• How they determine the right investment approach for each client
• What they would tell advisors considering CAAP for the first time

Tune in to hear how advisors are using CAAP to create capacity, enhance their value, and focus more of their time on the relationships that drive their businesses forward.