One of the best ways for Rep/Advisors to develop best practices and find new ways of building their business is through discussions with their peers and colleagues. As a result, Cambridge has organized several avenues of communication to help our Rep/Advisors network and learn from each other. These include:

The Answer Zone/ Information from A to Z

The Answer Zone provides Rep/Advisors the opportunity to interact via email in a discussion group. Last year, thousands of emails were posted with topics including: technology, staffing, product performance, customer service, college and estate planning, HSA’s, alternative investments, practice management, and hiring practices.

Advisor to Advisor

The Advisor to Advisor Program matches Rep/Advisors for co-mentoring and assists with forming study groups. Each group is matched based on desired topics, frequency of meetings, and their location to optimize growth and success.

Growing Your Business

Cambridge partners with Cannon Financial Institute, America’s premier financial services training and consulting group, to bring you the Growing Your Business coaching program. Growing Your Business presents Rep/Advisors with a systematic approach to retaining and expanding client relationships, as well as attracting high net worth clients more successfully than ever before. The manageable framework integrates industry best practices in:

• Developing the “Client Experience”
• Creating a personal branding message
• Working with market niches
• Client conversations and presentation skills
• Increasing the closing ratio to 90% with clients

The 60/Six Seminar

Cambridge has developed 60/Six, a 6-week program (twice weekly) designed to help with the “business” of running a practice. Jim Guy, 1st Executive VP and CMO, and Dan Sullivan, SVP of Marketing, will share their personal experiences and insights of what it takes to make a practice a successful business.

Find out how Cambridge Coaching and Mentoring can help build your practice