Cambridge Investment Research, Inc.’s Post

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RPM session No. 2 is in the books! Our Real Practice Management (RPM) program is all about supporting the growth of our advisors, and we had a great time doing just that at this week’s RPM workshop in Aurora, Colorado. With the theme of this session focused on Office Efficiencies and Technology, we shared some of the latest tools and strategies impacting financial services and how advisors can leverage them to become more efficient across the board. Additional breakouts and brainstorming sessions gave our advisors a chance to map out practical takeaways for their business. Thanks to our incredible RPM coaches for leading a productive workshop! Looking forward to getting together with this group again for our final RPM session in October! #CambridgeRPM #TeamCambridge

4 Comments

Bill Good Marketing

Amazing! 🦍

1 Reaction

Karen Melo Ticas, CFP®, RICP®, WMCP®

CFP® Professional providing Financial Planning for Women, Busy Professionals & the LGBTQIA+ Community. Wealth Strategies with 💛 CURRENTLY LOOKING TO WELCOME A LICENSED JUNIOR ADVISOR TO THE TEAM!

We had a great time! Thank you!

2 Reactions

Greg Turner

Executive Vice President Consulting Services at Cambridge Investment Research,Inc.

Our PM team is terrific, thanks for all you do! I feel so thankful to get to work with all of you!

William J.

SDR @ Levitate | Strengthening financial advisors client relationship one email at a time.

Awesome!

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