“Everybody talks about helping financial advisors and OSJ leaders grow, but Cambridge actually does it. I don’t know of another firm that has the coaching, recruiting support, and product footprint that Cambridge has.”

— Greg Raines | CEO, TAG Advisors¹

Few professions place complete and total control in an individual’s hands. The financial services industry, and the independent space in particular, is one of them — especially if you are an OSJ leader leading an organization of 30+ financial advisors who wants to command every step of your journey and build a unique legacy.

But only if you align with the right partner firm.

From humble beginnings, TAG Advisors¹ CEO Greg Raines and Pivotal Financial Advisors² Founder, Monte Ferguson, now operate two of Cambridge's largest independent OSJs. They have each forged their own unique path to success but share an important commonality: both have used the flexibility and freedom at Cambridge to build a legacy of their own in the highly competitive independent space.

How did they do it? Download our ‘Success Stories’ whitepaper to learn:

• Where Greg and Monte came from and how their move to Cambridge helped them build the business they’d always wanted
• How Cambridge’s flexible range of platforms, recruiting tools, and back-office support help OSJ leaders serve their advisors and acquire new ones
• Why Monte referred to himself as a “kid in a candy store” when discussing Cambridge’s range of product offerings

Ready to write your own success story at Cambridge? Begin your journey today.