“You have to have the willingness to not say, ‘You should have done it this way.’ It has to be more of a mentoring process – giving input as opposed to telling.” — Dan Sullivan

In this episode of Cambridge Stronger, Dan Sullivan, Executive VP of Corporate Strategy and longtime Executive Council member, reflects on his more than 50 years in financial services, including nearly 20 at Cambridge. He shares how his experiences in client service, practice management, marketing, and succession planning shaped his approach to strategy and advisor support.

Dan discusses succession and acquisition planning, the initiatives he’s most proud of – like the Jim Guy Memorial Scholarship – and the culture that sets Cambridge apart.

Episode 239: Shaping Strategy and Supporting Advisors covers:

• Trends in succession and acquisition planning
• How culture and values drive Cambridge’s success
  
• Advice for new advisors entering the industry

Tune in for insights on adaptability, strategy, and building lasting impact in financial services.