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It’s always a goal of advisors to take their business to the next level – but how can that be done purposefully and successfully? Four types of strategies – Business Planning, Office Efficiency, Marketing, and Client Experience – are worth consideration and can help advisors build more value into their business for the future, better serve clients today, and ultimately create business growth.
Join this complimentary webcast to learn how to integrate these types of growth strategies into your business to create purposeful growth. You will leave this session with a better understanding of:
- Creating purposeful growth
- Foundational processes to drive growth
- The importance of understanding business health and valuation
- Creating an exceptional client experience
REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)
|Jeff Vivacqua, Chief Marketing Officer and Executive Vice President, 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.
He currently oversees the Business Consulting, Client Solutions, Corporate Strategy, Events and Education, Investment and Insurance, Practice Management, Public Relations and Creative Marketing, Succession and Acquisition Solutions, and Technology Consulting Teams.
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.
|Brian Waelti, Senior Vice President of Consulting Services, Cambridge
Waelti leads and manages the strategic initiatives of the Consulting Services Department, which includes the Practice Management, Technology Consulting, Business Consulting, and Succession and Acquisition Solutions Teams.
Waelti joins Cambridge with nearly 25 years of experience within the financial services industry. Prior to joining Cambridge he held senior leadership roles at Ameriprise Financial and most recently served as the chief administrative officer of wealth management at US Bank. As the senior leader for Cambridge’s newly formed Consulting Services Department, he will oversee the ongoing development and enhancement of department and firm offerings, specifically focusing on the growth and development of Cambridge independent financial advisor offices
Waelti earned a Bachelor of Science degree in business administration with an emphasis in finance from the University of Wisconsin – Platteville and a Master of Business Administration with an emphasis in strategy from the University of Minnesota’s Carlson School of Management. Additionally, he holds the Chartered Mutual Fund Counselor® (CMFC®) designation and the FINRA Series 7, 24, and 63 licenses.