Focus on the present and plan for your business' future.
Are frequent disruptions in the industry causing you to question the current or future state of your business? If so, you're not alone in considering a sale, a merger, or rolling up under a broker-dealer as an office of supervisory jurisdiction (OSJ).
The fast pace of industry and regulatory changes poses challenges that can be eased with the support of a reliable partner firm.
A partnership with Cambridge—a firm committed to long-term internal control and stability—enables you to:
- Reduce operating responsibilities and costs
- Eliminate the risk associated with running a broker-dealer
- Maintain autonomy and infrastructure while gaining scalability
- Remain independent while continuing to build your legacy
Deliver customized client experiences with our flexible technology solutions.
Provide holistic advice with access to one of the broadest product footprints in the industry.
Grow your business and create the optimal office environment with the support of our coaching and consulting programs.
Build your brand and reach more prospects with customized, engaging marketing solutions that deliver results.
Secure your legacy by partnering with our dedicated teams focused on business continuity and succession planning.
Outsourcing tasks allows you to take back hours in your day and spend more time where it matters most — with your clients and team.
You deserve a seamless transition. We provide comprehensive transition timelines and support so you and your clients do not skip a beat.
Run your business confidently with the support of our “common sense” compliance solutions, designed to fit the needs of your unique business model.
Connect with other Cambridge financial advisors who can help guide you on your journey to grow your network and achieve your goals.
Office locations to provide you with the support you desire in a collaborative environment.
Retention
Retaining your firm’s financial advisors during a transition is vital. That is why we take the time to understand your business’s unique blueprint, create a plan to help you communicate with staff and clients, and offer training on systems, policies, etc.
Recruiting
Recruiting is key to increasing team size and revenue and expanding your business. Once you’re ready to take the next steps, Cambridge can assist in the recruiting process and engagement by working with the Business Development Team.
Cambridge Investment Research, Inc.
1776 Pleasant Plain Road, Fairfield, IA 52556-8757
Business Development: 877.688.2369
Reception: 800.777.6080
