Jeff Vivacqua, President of Growth and Development at Cambridge Investment Group, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how Cambridge is empowering advisors with flexible business models, cutting-edge technology, and customized succession planning.
Cambridge Investment Group offers independent financial advisors a range of services focused on flexibility, growth, and technology. With 45 years of experience, they provide advisors with options to operate under a broker-dealer or RIA model, offering a mix of commission-based, fee-only, or hybrid approaches.
The firm introduced Bridgeport Financial, a fee-only RIA that offers advisors more control over succession planning, including minority or staged acquisitions, along with access to Cambridge’s robust tech stack and operational support.
Vivacqua discusses Cambridge’s focus on “internal control,” with key leadership maintaining ownership and decision-making power, ensuring a personalized approach to growth and business management. Additionally, they incorporate AI to enhance efficiency and support advisors in client-facing activities, ultimately saving time and enabling advisors to focus on business growth.
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