Growth Solutions

We offer innovative solutions for acquisition and succession planning, outsourcing, and consulting  – plus specialized support for high speed advisor growth.

Contact a Business Development Director

Practice Management Solutions

Our Practice Management Team is here to help you focus on your role as a business owner, providing you with a customized course and setting you on the path to achieve your unique goals. Cambridge’s Practice Management coaching programs offer hands-on coaching with specialized executive and departmental consulting. Our coaches partner with you to develop the efficiencies needed to achieve personal and financial growth.

Contact a Business Development Director to find out more about our practice management solutions. 

Download our Practice Management brochure

Roadmap to Revenue

Individualized and customized coaching with one of our Registered Corporate Coaches (RCC®).
 

Real Practice Management  (RPM)

Our next level coaching program features group interactive sessions, customized goal setting, monthly calls with our experienced Practice Management coaches, and the opportunity to share best practices with fellow advisors.
 

RPM Branch Builder

Supports advisors who are new branch builders or those looking to put a formal program into place. Participants take part in workshops, networking activities, and monthly accountability calls.
 

Marketing Resources

Through partnerships with leading industry marketing firms and our in-house Public Relations and Creative Marketing Team, we provide you with the tools and assistance to develop the core elements of your brand.
 

Turnkey Office Space

Eliminate the stress and distraction involved with office lease agreements and equipment purchases with our turnkey office space program. This initiative pairs financial professionals with expanding offices across the country.
 

Practice Acquisition and Succession Planning

Our consultants will guide you through the process of creating a formal succession and emergency plan. If you’re interested in building your business through practice acquisition, our Succession and Acquisition Solutions Team can also provide consultations and sample contractual templates while helping you customize a plan based on your business objectives.

Contact our Succession and Acquisition Solutions Team to learn more about our Succession and Acquisition Solutions

Are you Independent?

Our culture of true independence means you, the financial professional, control the journey. Your long-term success is defined by the value you deliver to your clients, and your enduring success is often driven by your business efforts being a clear reflection of your personal values.

Talk to a Business Development Director