Colleen Bell is the President of Innovation and Experience at Cambridge Investment Research, a company dedicated to providing comprehensive financial solutions for wealth management professionals. Over her 18-year career at Cambridge, Colleen has significantly contributed to the company's growth, focusing on enhancing client experiences and driving innovation in the wealth management industry. Previously starting her career at the SEC, Colleen has a passion for travel and cultural exploration...
All content for Beacon Flash is the property of Chip Kispert and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Colleen Bell is the President of Innovation and Experience at Cambridge Investment Research, a company dedicated to providing comprehensive financial solutions for wealth management professionals. Over her 18-year career at Cambridge, Colleen has significantly contributed to the company's growth, focusing on enhancing client experiences and driving innovation in the wealth management industry. Previously starting her career at the SEC, Colleen has a passion for travel and cultural exploration...
Beacon Flash: Charitable Giving and a Personalized Client Experience - A Conversation with Niharika Shah, TIFIN Wealth
Beacon Flash
22 minutes
2 years ago
Beacon Flash: Charitable Giving and a Personalized Client Experience - A Conversation with Niharika Shah, TIFIN Wealth
A recent Fidelity Charitable study indicates that advisors who have added charitable giving to their suite of services have experienced 3x growth (approximately 30% more assets) than advisory practices that don’t offer charitable giving. In a recent conversation on the Beacon Flash Podcast, Niharikah Shah, EVP, Chief Growth Officer at TIFIN Wealth told host and managing partner of Beacon Strategies, Chip Kispert, why she believes this is the case. Charitable giving, Shah explained, give...
Beacon Flash
Colleen Bell is the President of Innovation and Experience at Cambridge Investment Research, a company dedicated to providing comprehensive financial solutions for wealth management professionals. Over her 18-year career at Cambridge, Colleen has significantly contributed to the company's growth, focusing on enhancing client experiences and driving innovation in the wealth management industry. Previously starting her career at the SEC, Colleen has a passion for travel and cultural exploration...
