Cambridge Advisor Experience Conference
Our recent Advisor Experience Conference at our headquarters in Charlotte, NC.
This two-day conference provided an excellent opportunity to bring in financial advisors and develop meaningful relationships with the advisors based on a shared commitment to excellence for our clients, ourselves and our businesses. This gave us the opportunity to introduce and demonstrate our suite of goals-based investment management strategies, risk mitigation and practice management tools, and other resources and solutions these advisers can use to help their clients reach their financial goals, all with the goal of helping these advisors build value propositions and strengthen businesses.
The conference was well received and had over twenty participants. Thank you to those advisors that took the time to experience our culture and learn more about goals-based investing.