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What Every Advisor Needs to Know About Transition
A broker-dealer/RIA transition is a time when you must rely on others to get to the finish line. What do you need to know to create a winning team and seamless client transition experience? Learn what every advisor needs to understand in this tell-all from an industry executive who’s seen her fair share of transitions.
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Speakers
Tammy Robbins
Executive Vice President and Chief Business Development Officer, Cambridge Investment Research, Inc.
Tammy Robbins joined Cambridge in 2020 as Executive Vice President and Chief Business Development Officer, with over 25 years of experience in business development, recruiting, and practice management. In this role, Robbins is responsible for the executive oversight of the Business Development, Transition, Client Solutions, and Strategic Acquisitions Teams.
Diana Britton
Managing Editor, WealthManagement.com
Diana Britton is the Managing Editor of WealthManagement.com, covering asset management and independent broker/dealers from all angles. A native of Los Angeles, she now lives in Queens, N.Y.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Learn more about Cambridge’s Succession and Acquisition Services.
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