The Next Generation of Advisors Is Here!

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 with her family. In her role, she emphasizes the importance of moving beyond traditional technology focuses to deliver holistic, enriching experiences for both advisors and their clients.

 In this episode…

A generational shift is underway in wealth management as established advisors prepare to pass the torch to a new wave of professionals. How is the industry responding to this transition, and what challenges and opportunities lie ahead for emerging talent?

According to Colleen Bell, a visionary in the wealth management space, the key to this transition is fostering an industry-wide focus on mentorship and community. She highlights the importance of providing younger advisors with environments where they can learn alongside experienced professionals, ensuring they gain the skills needed to lead in the future. This shift is especially timely, given the growing demand for technology-driven solutions that align with the digital expectations of today's clients. As more seasoned advisors contemplate succession, Colleen sees this focus on innovation and experience as crucial to sustaining the industry’s growth and relevance.

In this episode of The Beacon Flash Podcast, Chip Kispert sits down with Colleen Bell, President of Innovation and Experience at Cambridge Investment Research, to discuss the evolving advisor-client relationship and how firms are preparing for a “succession tsunami.” They explore how technology reshapes advisor services, the importance of attracting younger talent, and the changing dynamics in client expectations.