Tag Archive for: continuity express

07Nov 2011 4 Comments

Succession Planning takes Center Stage
~Jeff, Seth, and Barry

Categories: Look Who's Talking - Tags: , ,

We just got back from our National Conference in Atlanta. During the conference, Cambridge stressed the importance of death, disability, and retirement planning for rep-advisors through multiple sessions on succession planning as well as the launch of a new Cambridge solution titled Continuity Express™. Read more

29Sep 2011 0 Comments

The Shoemaker’s Children Go Barefoot
~Barry Schmidt

Categories: Look Who's Talking - Tags: , , , ,

Succession planning was a popular topic at the recent annual FPA conference in mid-September. More than a half dozen sessions were led by various experts in the industry. I had the opportunity to speak with attendees at several sessions in San Diego on both business continuity and succession planning.  These speaking engagements follow a presentation I gave in August at a Tampa Bay FPA chapter meeting. Interest is clearly high among advisors looking to plan for retirement as well as advisors focused on building their business. Yet, all seem to fall quickly into quiet reflection when it comes to having a well thought out, documented emergency plan in place. Read more

22Sep 2011 0 Comments

Of wake boards and bank failures

Categories: A Guy's Perspective - Tags: , , , ,

Just this Memorial Day weekend, what I always think of as the start of the summer, one member of the Cambridge family of advisors had a serious accident.  While enjoying the summer fun, he fell head first off of a wake board being pulled behind a boat and later collapsed unconscious.  This 30-something husband, father, and trusted advisor became disabled in an instant and unable to run his practice. Read more

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