Fairfield, Iowa-based Cambridge Investment Research’s Real Practice Management (RPM) program participants have seen their businesses grow by 10% to 15% after completing the multi-year curriculum, the firm announced in a recent press release about the program’s 15-year anniversary. It notes that over 75% of the nearly 900 program participants remain affiliated with the firm.
“Financial professionals who have completed the RPM coaching program have consistently grown faster than the average Cambridge financial professional,” said Jeff Vivacqua, President of Growth and Development at Cambridge. “We continue to develop the program to address the needs of the next generation, helping them achieve growth objectives and excellence within a crowded marketplace.”
The RPM program provides both one-on-one coaching, interactive group meetings and structured content for financial professionals, designed to help them develop skills and solutions to support clients and drive growth.
Spanning three years, the program requires financial professionals to create a business, marketing and strategic plan, succession and continuity plans, and other foundational documents.
“I feel very fortunate to get to work with the talented and dedicated associates on our Practice Management Team,” said Greg Turner, Executive Vice President of Consulting Services at Cambridge.
“I consistently hear our financial professionals explain to other advisors the positive impact RPM has had on their business, and we continually see real growth from the financial professionals who work with our team and utilize the program. The relationships and business successes realized through our program over the last 15 years are a point of great pride.”
Cambridge serves 3,800 financial professionals.
Janeesa Hollingshead, Contributing Editor at Wealth Solutions Report, can be reached at editor@wealthsolutionsreport.com.
