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JOIN OUR FAMILY WHILE MAINTAINING YOUR INDEPENDENCE

Image of RDM's Partners. Front row/left to right: Kendall Wright, Matt Clegg, Amanda Sable, Lisa Boyer, and Ronny Pinckard. Back row/left to right: J. Hobson, Mark Mitchell, Stan Boyer, Casey Pinckard, and Brad Wilson. 

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Founded in early 2000, RDM Advisor Network recognizes the importance of connectivity with our financial professionals, and we exist to provide an outlet to share knowledge, offer fellowship, and help you grow your business.

Is Technology Keeping You From What’s Important?

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.

Click to listen to the podcast online now.

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'.

Click to listen to the podcast online now.

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.

Click to listen to the podcast online now.

Technology Package

When you join RDM you'll have access to the Cambridge technology resources listed below:

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  • CLIC Advisor/CLIC Client: Digital workstation for financial professionals and their investing clients with basic E-Money Vault access (advanced available for additional cost)

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  • Clearing Services: Fidelity Clearing & Custody Solutions, Wealthscape, and Pershing NetX360®

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  • Client and Account Servicing: Add/edit/search clients and accounts, forms generation, eSignature, and auto-open most brokerage accounts

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  • Compensation Services: Updated sponsor data feeds provide even more accurate and timely processing of your variable insurance compensation

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  • Compliance Services: Advertising/correspondence submission and review, trade review, checks and receivables blotter, and direct trade blotter

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  • Imaging Services: Web-based document image capture and submission to home office, search and retrieve account paperwork, and document storage

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  • Managed Account Services: Fee Billing and WealthPort® 

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  • Office Services: Paperwork status monitoring and service tickets with document upload

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!  

Learn more today!

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RDM Advisor Network are not affiliated.

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