Check out this episode of Becoming Referable, where we’re joined by Dan Sullivan, Executive Vice President at Cambridge Investment Research.
Drawing on 30 years of experience in this industry, Dan leads strategic initiatives that support advisors in efficiently growing their independent businesses. He has overseen many of Cambridge’s strategic offerings, including the Cambridge Retirement Center, Client Solutions, Wealth Strategies, and Practice Management. Dan also serves on the Cambridge Board of Directors.
Dan has his finger on the pulse of this industry. He shares what he has found to be the most important aspect of an advisor’s niche, and how getting clarity around what can truly set you apart. We discuss the barriers advisors face in articulating their value proposition, and why overcoming those will be critical in the future. He challenges you to think about your true role in your clients’ lives, and to connect with your ‘why’ for being in this business. The benefits will not only affect your client relationships and referability, but the next generation of advisors and the profession as a whole.
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