In this episode, Clayton and Jason welcome Colleen Bell, President of Innovation and Experience at Cambridge Investment Research, Inc. Listen in as Colleen shares how you can apply some the same best practices to your next merger or acquisition project that have propelled Cambridge to become one of the financial services industry’s most innovative organizations. Among many other things, this conversation covers Colleen’s unique perspective on:

· The power of looking at internal business growth through the lens of those that you serve

· Why core values are just as important to a succession plan as deal specifics

· How internal diversity and top-performing organizations often go hand-in-hand

· Why your next succession plan should be a “non-event”

To connect with Colleen via LinkedIn - https://www.linkedin.com/in/colleen-bell-8453bba

To learn more about Cambridge Investment Research – www.joincambridge.com