Organic growth, recruiting, acquisitions — as an independent financial advisor, there are a lot of ways you can grow your business. Where do you start? More importantly, how do you grow with intention and purpose? Colleen Bell, President of Innovation and Experience at Cambridge Investment Research, Inc., joins the show to share proven strategies and techniques you can put to work right away to grow and scale your business.
Colleen Bell joined Cambridge in 2006 following her experience as a securities examiner for the Securities and Exchange Commission. She is part of the Office of the CEO and serves as president for the firm’s Innovation and Experience division. Her focus is on driving associate engagement and financial professional satisfaction.
David Armstrong is the director of editorial strategy & operations for Informa’s Wealthmanagement.com, a leading information portal for financial advisors. He’s a longtime business journalist who spent 10 years at Forbes magazine, and previously held reporting positions at Foxnews.com and McGraw-Hill. He is a graduate of the University of Wisconsin-Madison.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence.