Last Updated on April 6, 2023 by John Prendergast
Engage up to 90% of your clients every single month with Blueleaf.
The all-in-one wealth management platform with best-in-class advisor and client experiences in reporting, billing, and rebalancing. Don’t wait to engage your clients, improve satisfaction and simplify your business.
In This Episode
Tammy Robbins, EVP and Chief Business Development Officer at Cambridge Investment Research shares how the landscape has changed for independent broker-dealers and the financial advisors they serve. The needs of today’s advisors and their clients have evolved dramatically in the past decade requiring broker-dealers to become more flexible and nimble in their approach to business.
Other Resources Mentioned
- Tammy Robbins on The Modern Financial Advisor Podcast – Leadership During Our New “Work From Home” Reality
- Seniors Use Of Online Banking – As John mentioned, 72% of people age 70 and older say they use online banking.
Our Guest
Tammy Robbins joined Cambridge in 2020 as Executive Vice President and Chief Business Development Officer, with nearly 25 years of experience in business development and recruiting. In this role, Robbins is responsible for the executive oversight of the Business Development, Transition, Client Solutions, and Strategic Initiative Teams. She provides recruiting guidance and support for Cambridge’s independent business managers across the country while contributing in a collaborative executive capacity to the company’s overall strategy for recruiting, revenue growth, service, acquisitions, and profitability. Robbins earned a bachelor’s degree in business administration and marketing from Ball State University and attended the Securities Industry Institute at the Wharton School of the University of Pennsylvania. She has served on the board of directors for the Financial Planning Association and Women in Insurance and Financial Services organization, and holds FINRA Series 6 and 63 licenses.
