That's a wrap on #DARInnovate25! ?? It's hard to put into words just how incredible this event has been. The connections made here have truly fostered mutual growth for everyone involved. ?? A massive shoutout to Thomas Block ???????? and Larry Qvistgaard for making this all possible. Another huge thank you to Elizabeth Carter & Amber Mattis from Cambridge Investment Research, Inc. for being the best event planners and ensuring everything went off without a hitch! ?? A big THANK YOU to everyone who attended and contributed to making this event so special! And of course, a heartfelt thanks to our amazing sponsors and speakers! ?? These three days have been packed with learning, connecting, and sharing knowledge. If you want to be part of something truly remarkable, don’t hesitate to reach out! ???
Duncan Advisor Resources
金融服务
Irwin，Pennsylvania 464 位关注者
DRIVEN BY MUTUAL SUCCESS ? INDEPENDENCE WITHOUT ISOLATION ? EXPERIENCE NOT THEORY
关于我们
We are a brokerage general agency & broker-dealer branch built on a platform that brings together elite level solutions, support, & resources across all product lines- allowing you to be the trusted advisor for your clients. Our approach helps to develop advisors & clients alike: delivering customized comprehensive solutions that fit your clients’ needs rather than our business’ interests, alleviating the difficulties associated with doing business, & cultivating deeper relationships with all stakeholders Our job is much greater than simply compliance oversight. We focus on offering advisors access to a truly unique organization & resource both within Cambridge Investment Research, Inc. & the independent advisor/broker-dealer marketplace. While all financial advisors render similar services, how these services are provided, what added value is offered to you and your business prospects & at what price, can be game-changers. Differences that ultimately drive your success in the industry. Through a commitment to excellence, sustainable partnerships, & camaraderie, we have grown a dynamic group of outstanding representatives & advisors who listened to our story, made it their own, & partnered with us to achieve their vision. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products & services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge & Duncan Advisor Resources & its subsidiaries are separate entities. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of #228970
- 网站
-
https://duncanar.com/
Duncan Advisor Resources的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Irwin，Pennsylvania
- 类型
- 私人持股
- 创立
- 2006
- 领域
- Financial Services、 New Business Advocacy 、 Underwriting、Sales and Marketing Support 、Retirement Plans、Investments、Plan Admnistration、Compliance、Administrative Training、Financial Product Resources 、Practice Management和Investment Policy
地点
-
主要
获取路线
311 Main St
US，Pennsylvania，Irwin，15642
Duncan Advisor Resources员工
动态
-
It was an amazing day!
Day 2 of #DARInnovate25 ? What an incredible time spent together. From advisors who have been doing this for decades to new advisors - all exchanging knowledge and learning new ideas.??? Here's a glimpse of our day:?? ?? A productive working breakfast filled with insightful conversation?? ?? A powerful presentation by FS Investments? ?? A dynamic panel discussion featuring NFS/Fidelity, Protective, and Nationwide Retirement Services ?? An engaging presentation by Truchoice?? ?? Our sponsor roundtables ?? A bit of golf, some beach time, and time to explore! We wrapped up the day with a delicious dinner on the beach, soaking in the views. ??? Independence without isolation. Our advisors have the freedom to control their business while receiving unwavering support from our team.?? Is your Broker-Dealer offering events like these to help you grow your business? If not, it's time to connect. ??
-
-
Day 1 of #DARInnovate25 is officially in the books! ?? We kicked things off with an amazing welcome video from Amy Webber, CEO of Cambridge Investment Research, Inc. ?? The day was packed with business updates, networking, panel discussions, an insightful SEI workshop, and wrapped up with our sponsor roundtables. We capped off the evening with a delicious dinner and quality time together, continuing to learn, connect, and grow. That’s what it’s all about at Duncan Advisor Resources. ?? Independence without isolation—that’s the key. Our advisors get the control they need over their business while having the full support of our team. ???? Is your Broker-Dealer providing these kinds of events to help you grow your business? If not, it’s time for a conversation. ????
-
-
Good morning from beautiful Amelia Island where we kick off Duncan Advisor Resources conference. We can’t wait to see our Financial Professionals, staff, Cambridge Investment Research, Inc. Home Office folks, and our sponsors that make it happen. #DARInnovate25 Photo cred ?? Thomas Block ????????
-
-
We’re excited to be in Amelia Island this week for Duncan Advisor Resources Innovate! Stop by and see us in the Cumberland Ballroom—let’s talk innovation and the future AI in #FinServ ?? See you there! ?? #DuncanInnovate #Zocks #Fintech
-
-
Independence without Isolation That is our motto. Before #DARInnovate25 kicks off tomorrow, our advisory council got together to talk out any items that requires Cambridge Investment Research, Inc. attention. There was also wine involved ??
-
-
Our Annual Branch Meeting, Innovate, begins TOMORROW!!! ?? ?? We’re all making our way to the beautiful Amelia Island for three days that are jam packed with panel discussions, networking, invaluable resources, maybe a few games of golf and a sun tan.. and so much more! ?? Our annual meeting is just one of the many reasons to join Duncan Advisor Resources. ?? But don’t just take it from us – take it from a financial professional. Kim explains why she joined Duncan Advisor Resources out of all the other OSJ options available. ?? It’s different here. Have questions? Thomas Block ????????, our Associate Director of Business Development, is ready to help—reach out now! ??
-
Innovate – our Annual Branch Meeting is 2 days away! ?? What’s so great about Innovate? ?? Listen to FP Cameron L Church, CFP? describe what makes this meeting so special. ?? Curious to learn more? Reach out to Thomas Block ????????, our Associate Director of Business Development, today! ??
-
As we count down the days until our Annual Branch Meeting (6, to be exact), it’s a good time to reflect on what a few of the takeaways were from last year’s meeting. ?? Here’s Kristen Hull, highlighting her main insights from 2024, focusing on how FPs can implement improved solutions for their clients. ?? Get in touch with our Associate Director of Business Development, Thomas Block ????????, to discover more!
-
We’re getting closer to the kickoff of our Annual Branch Meeting and you might be wondering, “Why should I join Duncan Advisor Resources?” ?? Duncan Advisor Resources has the scale to help YOU grow your business. We have the tools, the expertise, and we have our broker-dealer Cambridge Investment Research, Inc. ?? Do business the way you want to do business. Join us! ?? Want to dive deeper? Contact Thomas Block ????????, our Associate Director of Business Development, for further insights! ??