CAMBRIDGE

by JoinCambridge

10 subscribers

2,038 video views

Succession Planning

167 views

by JoinCambridge 1 month ago

Play All

Uploaded videos

1-10 of 23

3:41 Succession Planning JoinCambridge 167 views 1 month ago Cambridge founder and CEO Eric Schwartz discusses the Cambridge approach to Succession Planning for Financial Advisors with Fred Gabriel of Investment News.
0:58 Partnership JoinCambridge 80 views 7 months ago Independent financial advisor Steve Sanson talks about his partnership with his broker-dealer.
1:39 Choice JoinCambridge 397 views 9 months ago First Executive Vice President and CMO Jim Guy discusses the importance of choice to independent financial advisors.
1:23 Values JoinCambridge 98 views 9 months ago Independent financial advisor Bob Pugliese shares his thoughts on the values of Cambridge Investment Research, Inc.
1:01 Flexibility JoinCambridge 158 views 9 months ago President and COO Amy Webber shares what she believes to be the biggest differentiator for Cambridge Investment Research, Inc. - its commitment to flexibility.
1:05 Fee-Based JoinCambridge 111 views 9 months ago Independent financial advisor Dave Petso shares his thoughts on being a fee-based advisor at Cambridge Investment Research, Inc.
1:12 Hybrid JoinCambridge 107 views 9 months ago Founder and CEO Eric Schwartz on 20 years of the hybrid model at Cambridge Investment Research, Inc.
1:03 New Platforms JoinCambridge 79 views 9 months ago Independent financial advisor Steve Przewlocki shares his experience on creating new platforms with Cambridge Investment Research, Inc.
1:37 Stability JoinCambridge 34 views 9 months ago First Executive Vice President, CMO Jim Guy discusses the stability of Cambridge Investment Research, Inc.
1:11 Service JoinCambridge 62 views 9 months ago President and COO Amy Webber on the level of service provided by Cambridge Investment Research, Inc.

About CAMBRIDGE

We are proud that independent financial professionals who share our values of integrity, commitment, flexibility and kindness choose Cambridge. We are an independent broker-dealer for financial professionals dedicated to offering unbiased investment advice to clients.

You control the journey.

Best Practice ideas for professional financial advisors. Not intended for consumers/clients. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.