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...
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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: Navigating Complexity to Simplify Wealth Management, a Conversation with Aaron Klein
Beacon Flash
27 minutes
2 years ago
Beacon Flash: Navigating Complexity to Simplify Wealth Management, a Conversation with Aaron Klein
The most successful advisors know that the ever-evolving world of wealth management is a people-driven business. With investors entrusting their life savings to their advisors, strong relationships are key. And for Aaron Klein, CEO of Nitrogen, simplifying complex financial concepts and guiding clients towards informed decision-making is a crucial part of building those relationships. "Some of the most successful advisors that I've seen really innately understand that clients are hiring the...
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...
