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As a financial professional, you help your clients plan for their future – but are you thinking about your own? It’s important to identify areas for further growth within your business and prepare for the future through growth, succession or acquisition.
Join this complimentary webcast to determine if you have the proper plans in place to support your business and learn how to best develop a strategy for future success. You will discover how to:
- Create a long-term or succession plan for your business
- Grow your business through a merger or acquisition
- Structure a buyout with an existing partner using lending solutions
REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)
|Jeff Vivacqua | EVP and CMO | Cambridge
With over 20 years of experience in the financial services industry, Jeff Vivacqua serves as a member of Cambridge’s Board of Directors and Executive Council. Vivacqua has an active role in managing strategic issues for Cambridge that affect independent financial advisors including marketing, sales, and business education and development, while enhancing and expanding the digital strategies and solutions advisors need on a client-facing basis.
Vivacqua earned a Bachelor of Science degree in finance from Southern Illinois University and has certificates in Personal Financial Planning and Facilitative Leadership Training programs. He holds the FINRA Series 4, 7, 24, 63, and 66 licenses.