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Crafting Your Brand While Transitioning Doesn’t Have to be Overwhelming
If you’ve been part of an established brand, you have experienced the trust that comes with being a household name. As you embark on a new journey, you need to establish your brand identity to hold your own banner, strengthen relationships with your clients, and build trust with prospective clients. Building your brand identity is the first step towards effective communication.
This guide not only gives you steps to establish your new brand but also guides you on effectively communicating your transition to your clients. Even if you're an established independent advisor with your own brand, it’s a valuable transition resource to prepare a successful communication campaign with your clients.
Transition: An Opportunity to Connect and Deepen Client Relationships
Once you have established your brand, you need to communicate your transition to your clients. This presents an opportunity to connect with, create more trust, and grow client relationships. Start with our five-step action plan to craft the perfect message and delivery for each client.
Take your next step with more confidence by downloading our guide today!
Assets Under Advisement (AUA)1
Producing Financial Advisors
Independent broker-dealer in
total account assets4
*Total revenue, AUA, home office associates, and number of advisors are as of 12/31/23.
1AUA reflects fee based and independent RIA assets plus commission assets.
2Cambridge and its predecessor broker-dealer.
3Based on total revenue. Ranking received in InvestmentNews Magazine's 2023 independent broker-dealer industry survey rankings.
4Ranking received in Financial Planning Magazine’s 2023 IBD Elite survey rankings.
5Based on revenue growth. Ranking received in InvestmentNews Magazine's 2023 independent broker-dealer industry survey rankings.
Since Eric Schwartz founded the firm in 19811, Cambridge has helped financial advisors serve clients and build their businesses. Our mutual independence allows financial advisors control by offering a flexible range of products, solutions, technology platforms, and more.
Everybody talks about helping financial advisors and enterprise leaders grow, but Cambridge actually does it. I don’t know of another firm that has the coaching, recruiting support, and product footprint that Cambridge has.
I was like a kid at a candy store when I first got to Cambridge because we had so many products and sponsors to choose from. We never had that before. I was previously in a captive environment and had limited selection and shelf space. When I came to Cambridge, that all changed.
Pivotal Financial Advisors3
Kindness is very important to me and is another big positive reason why I enjoy my time at Cambridge. I've always been impressed with the culture and felt very welcomed here.
Lisa Sappenfield Boyer
Boyer and Sappenfield Investment Advisors4
¹Cambridge and its predecessor broker-dealer.
²Cambridge and TAG are not affiliated
³Cambridge and Pivotal Financial Advisors are not affiliated
⁴Cambridge and Boyer and Sappenfield Investment Advisors are not affiliated
Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.