“We have almost 400 advisors at TAG now and we have 399 different business models and we embrace that because we are fiercely independent.” – April Booth
With more than 25 years of experience in the financial services industry, April Booth’s journey has been nothing short of remarkable. Don’t miss this episode of Cambridge Stronger as April shares how she ‘accidentally’ found her way into the industry and what true independence means to her and the financial professionals she serves. As Partner and Chief Operating Officer (COO), April also walks listeners through what to expect as a transitioning financial professional and how the TAG team offers support. She also highlights her experience as a member of Cambridge’s Diversity, Equality, and Inclusion Advisory Council and offers advice to next-gen financial professionals.
Tune into Episode 191: Independence Doesn’t Mean Being Alone, as April joins Cambridge CEO Amy Webber to discuss:
- How she ‘accidentally’ found herself in the financial services industry
- Her day-to-day responsibilities as Partner and COO
- How she leverages being part of the independent space
About April Booth
April Booth is the Chief Operating Officer and Partner at TAG Advisors, the largest Enterprise/OSJ office at Cambridge Investment Research. April is responsible for the daily operations of the firm, including strategic planning for new initiatives, problem resolution, and procedural implementation. She manages the team that provides hands-on support for financial professionals in transition and ongoing.
Prior to joining TAG Advisors, April ran a substantial OSJ Branch within Cambridge as well as a successful personal practice. During her 25+ years in the industry, she also spent several years working in back office Compliance and Operations for a regional Broker Dealer, and utilizes this experience in her role as liaison between TAG Advisors and Cambridge to strengthen operational efficiency, build key partnerships, and improve the overall experience of the TAG advisor.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and TAG Advisors and its subsidiaries are separate entities.
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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Cambridge Stronger Podcast
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.