“For us on the Practice Management team, it’s really about how do we improve the lives of our financial professionals, how can we help them be more efficient, how can we help them grow.” — Brian Reid

Cambridge's Practice Management team's goal is to help financial professionals focus on their roles as both financial professionals and business owners. Tune in to episode 108 of Let’s Talk as Jeff Wick, Vice President of Client Solutions and co-host of Let’s Talk, sits down with Brian Reid, First Vice President, Relationship Management . Brian shares the variety of coaching and consulting resources available at Cambridge and how his team helps provide customized paths to help financial professionals reach their goals. From one-on-one consulting and peer networking to Cambridge’s Real Practice Management and Roadmap to Revenue programs – Cambridge is eager to assist you in taking charge of your practice by streamlining operations, accelerating revenues, and building practice equity.

Join Jeff and Brian to learn more about:

• The benefits of working with Cambridge’s Practice Management team 
• What resources are available to help you accelerate your practice 
• How to get involved in Cambridge programs like Real Practice Management and Roadmap to Revenue 

Tune in to hear more about Cambridge’s commitment to helping you reach the next step personally and professionally!