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: The Art of Differentiation in the Advisor Marketplace - A Conversation with Ken Hullings, LPL Financial
Beacon Flash
24 minutes
2 years ago
Beacon Flash: The Art of Differentiation in the Advisor Marketplace - A Conversation with Ken Hullings, LPL Financial
The advisor marketplace is in a state of flux. The question is, where is the market heading in this ever-changing ecosystem? And what trends should advisors be paying attention to the most? It’s something that Ken Hullings, LPL Financial’s Executive VP of Enterprise Business Development, is in a prime position to speak about. Ken’s team takes a personal, consultative approach to helping wealth management executives and leaders to enable them meet their objectives and then some. Thanks to conv...
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...
