Why Trusted Rep/Advisors Stay
Service and support are critical, but often underemphasized factors in a Rep/Advisor’s success. They may not be the main reason a Rep/Advisor selects a new Broker/Dealer, but at Cambridge, they’re often the main reason for staying. What kind of service and support can you expect from Cambridge? Read on.
Empowered Support Professionals
When you call the Home Office you'll be greeted by a live, friendly voice instead of reaching an automated voice system. Our staff has the knowledge to either answer your question or connect you to someone who can address your concerns or fix your problem. They are also authorized to escalate when necessary, all the way up to our Executive Committee. Your clients expect this kind of responsiveness from you, and you can expect it from us.
From Transition Through Practice Management
Our Home Office personnel are dedicated to helping new Rep/Advisors transition into the Cambridge family. In fact, Cambridge’s ratio of support staff to Rep/Advisors is one of the best in the industry, and our staff is highly experienced with the kinds of situations that drive Rep/Advisors to seek a better Broker/Dealer.
This might surprise you, but transitioning can be smooth and free of complications if you have the right kind of support. That’s exactly what you’ll get from our Advisor Services and Practice Management Teams, who will help you create your own unique roadmap to success.
Click here to explore a support issue with one of our Specialists