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Practice Management

Our Practice Management Team is here to help you focus on your role as a business owner, providing you with a customized course and setting you on the path to achieve your unique goals. Cambridge’s Practice Management coaching programs offer hands-on coaching with specialized executive and departmental consulting. Our coaches partner with you to develop the efficiencies needed to achieve personal and financial growth.

Roadmap to Revenue – individualized and customized coaching with one of our Registered Corporate Coaches (RCC®).

Real Practice Management  (RPM) – our next level coaching program features group interactive sessions, customized goal setting, monthly calls with our experienced Practice Management coaches, and the opportunity to share best practices with fellow advisors.

RPM Branch Builder – supports advisors who are new branch builders or those looking to put a formal program into place. Participants take part in workshops, networking activities, and monthly accountability calls.

Marketing resources – through partnerships with leading industry marketing firms and our in-house Public Relations and Creative Marketing Team, we provide you with the tools and assistance to develop the core elements of your brand.

Practice acquisition and succession planning – our consultants will guide you through the process of creating a formal succession and emergency plan. If you’re interested in building your business through practice acquisition, our Succession and Acquisition Solutions Team can also provide consultations and sample contractual templates while helping you customize a plan based on your business objectives.

Are you ready to focus on your role as a business owner? Contact a Business Development Director to find out more.