Accelerate Your Advisory Business:

Essential FastChats on Growth, Transition, and M&A

David Armstrong, Director of Editorial Strategy & Operations, WealthManagement.com

Colleen Bell, President, Innovation and Experience,

Cambridge Investment Research, Inc.

Hitting the Accelerator: Strategies for Growing and Scaling Your Advisory Business

Organic growth, recruiting, acquisitions — as an independent financial advisor, there are a lot of ways you can grow your business. Where do you start?

Diana Britton, Managing Editor, WealthManagement.com

Tammy Robbins, Executive Vice President and Chief Business Development Officer, Cambridge

Investment Research, Inc.

What Every Advisor Needs to Know About Transition

Learn what every advisor needs to understand in this tell‑all from an industry executive who’s seen her fair share of transitions.

Mark Bruno, Managing Director, WealthManagement.com

Kris Emick, First Vice President, Succession and Acquisition Solutions, Cambridge Investment

Research, Inc.

How M&A is Impacting the Evolution of Wealth Management

Mark Bruno talks with Kris Emick at Cambridge about the impact of M&A on the wealth management industry.

Securities offered through Cambridge Investment Research, Inc., a broker‑dealer, member FINRA⁄SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly‑owned subsidiaries of Cambridge Investment Group, Inc.

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