Life Management for Today’s Advisors and the Next Generation
Date: Tuesday, March 25, 2014
Time: 2pm ET | 11am PT
Practice Management and coaching won’t get you where you want to go. You must look beyond your practice and take on a more holistic view – including the goals for both your personal and professional life. In other words, go beyond traditional practice management and focus on life management.
Depending on where you are in the advisor lifecycle – new to the industry, established in your practice, or looking to find your successor – we will discuss the questions to ask, tools to implement, and tricks to consider as you transition through every phase.
Join us for this live, interactive ThinkAdvisor webcast, sponsored by Cambridge, to gain insight into the tools needed to create a life management strategy to get you where you truly want to go.
Barry Schmidt has over 30 years of industry experience spanning retail and institutional markets on both coasts. He joined Cambridge in 2010 with expertise in sales, marketing, and relationship management. Schmidt leads a dedicated team of practice management and technology/efficiency consultants, all focused on the development and success of independent rep-advisors and their businesses. His additional responsibilities include the sales and marketing of Cambridge Source offerings, the Financial Institution Division, and the emerging mentoring program, Synergy Exchange. His background includes serving as a Managing Director at Advisory Data Solutions and tenure as a Vice President at National Planning Holdings. Schmidt attended Nassau College and holds FINRA Series 7, 63, and 65 licenses.