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BROKER-DEALERS: 1,000 Advisors or More Practice Management
CAMBRIDGE INVESTMENT RESEARCH, INC.
The Cambridge Real Practice Management (RPM) Program is a growth offering that combines one-on-one coaching with interactive quarterly group meetings to help advisors develop, implement, and achieve their goals with purpose. RPM is geared toward Cambridge advisors ready to take the next step personally and professionally, and is led by a group of experienced home office coaches. The program has three phases: Real Practice Management Program
• Year 1: Vision — Advisors work with coaches to develop a business plan, marketing strategies, and more • Year 2: Focus — Advisors work with coaches to develop a focused strategic business continuity plan that covers three, five, and 10-year periods • Year 3 (and Beyond): Recharge — Designed to keep advisors engaged and focused on industry topics
Cambridge Investment Research, Inc. is an internally controlled and operated financial solutions firm focused on serving independent financial professionals and their clients. Founded in 1981, Cambridge serves over 3,800 financial professionals and provides a broad range of solutions in the areas of advice, technology, business growth, consulting, outsourcing, and more. Cambridge employs over 900 associates and has been named a Top Workplace in Iowa 12 times, and a Top Workplace USA three times. Cambridge is located in Fairfield, Iowa and Phoenix, Arizona.
www.joincambridge.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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