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Excerpts from 4 Business Growth Strategies Advisors Should Consider

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In this episode of the Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we’ll hear highlights from the November 12th presentation titled, 4 Business Growth Strategies Advisors Should Consider.

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 into their business for the future and better serve clients today – ultimately creating business growth.

Jeff Vivacqua, Executive Vice President and Chief Marketing Officer of Cambridge, and Brian Waelti, Senior Vice President of Consulting Services at Cambridge, discuss how to integrate these types of growth strategies into your business to create purposeful growth.

The full on-demand webcast can be found here:

About 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.

About 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.



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