In this episode of the Expert Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we’ll hear highlights from the August 29th presentation titled, How to Prepare Your Business for the Future – Growth, Succession and Acquisition Solutions.
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.
Jeff Vivacqua, Executive Vice President and Chief Marketing Officer of Cambridge, addresses how to create a long-term or succession plan for your business, how to grow your business through a merger or acquisition and more.
The full on-demand webcast can be found here: https://www.thinkadvisor.com/2019/07/22/how-to-prepare-your-business-for-the-future-growth-succession-and-acquisition-strategies/
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.