Take your practice to the next level:
Real Practice Management (RPM) Program

Whether you’re looking for a one-on-one consulting engagement to tackle specific obstacles, challenging yourself with a coaching workshop with other Cambridge Investment Research, Inc.  rep-advisors, or continuing to refocus and recharge your practice, we’ll get you on the right business track with Cambridge and third-party practice management coaching initiatives.

RPM (Real Practice Management)

Real Practice Management (RPM) is designed for advisors who are ready to take the next step personally and professionally. Available exclusively through our broker-dealer, Cambridge RPM combines one-on-one coaching with interactive group meetings alongside your peers to enhance your existing skills.  RPM Vision will help you define your business model and a unique value proposition.

The following year, RPM Focus fine-tunes a strategic plan to implement the goals and objectives you have identified as key components for your success.

RPM Recharge

Held twice a year, RPM Recharge is a networking conference for alumni of past RPM courses moderated by Cambridge to help re-energize and refocus on topics crucial to the successful running of a business.

*Reproduced with permission by Cambridge Investment Research, Inc. for specific use by The Independent Grid through December 31, 2017.

Remote Admin Program

The more time spent on administrative tasks is less time spent prospecting for new business.

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