JOIN OUR FAMILY WHILE MAINTAINING YOUR INDEPENDENCE
Image of RDM's Partners. Front row/left to right: Ronny Pinckard, Amanda Sable, and Matt Clegg. Back row/left to right: John Roda, Casey Pinckard, J. Hobson, Lisa Boyer, Mark Mitchell, and Brad Wilson.
Culture Counts and Values Matter Most
Mentoring and a Coaching Mindset
Cambridge’s CEO, Amy Webber with Guest Lisa Sappenfield Boyer of Boyer and Sappenfield Investment Advisors and RDM Advisor Network discuss Lisa's lifelong interest in coaching sports and the similarities between coaching players and clients. Among many other topics, Lisa also shares her thoughts on mentorship and why strong mentors can be so impactful.
Finding the Perfect Fit
Cambridge’s CEO, Amy Webber with guest Mark Trice of ClearVista Financial and RDM Advisor Network discuss the trials and tribulations early in his career to today and how his primary goal continues to be educating his clients in wealth management and helping future generations understand the importance of financial planning – something he refers to as being a ‘financial quarterback'.
Go Your Own Way
Cambridge Founder and Executive Chairman of the Board, discusses finding one’s balance professionally and personally, mentoring others to find their own journey, approaching one’s retirement journey, learnings from Cambridge’s 40 years in the advice industry, changing but still leading with kindness, and an inspiring view on what it means to go your own way.
Learn More Today!
Maintaining your independence is paramount, but wouldn't it be nice to complement that independence with the family feel you've been missing? If you're interested in learning more about RDM Advisor Network, please contact our Managing Director, Amanda Sable, via the "Learn More Today" button below. We'd love to hear from you!
