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Advisor Recruiting

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This presentation is for financial advisors interested in making a change to the independent advisory side of the business.

This presentation is for financial advisors interested in making a change to the independent advisory side of the business.

Published in Economy & Finance , Business
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Transcript

  • 1. ADVISOR OPPORTUNITY “Our mission is to offer a supportive business environment while honoring an advisor’s independent spirit.”
  • 2. REASONS FOR INDEPENDENCE • Freedom to be your own boss • Maintain your identity • Unlimited earning potential • Ownership of your own business • Answer to self and not others Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial Network, LLC. are not affiliated.
  • 3. CHALLENGES OF INDEPENDENCE • Building infrastructure – Time – Capital requirements • Lack of continuity • Compliance issues • Lack of economy of scale • Difficulty capturing multiple revenue streams • Slave to your office/business Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial Network, LLC. are not affiliated.
  • 4. • Increase productivity • Maintain independence • Maintain control • Capitalize on multiple revenue streams • Superior support services • Strategic partnerships • Open architecture environment • Develop economies of scale Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial Network, LLC. are not affiliated.
  • 5. MULTIPLE REVENUE STREAMS • AUM – Investment advisory • Fee-based financial planning • 401(k), pension & profit-sharing plans • Insurance products – Personal and business • Misc. – TPA, accounting, property & casualty and mortgage services Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial Network, LLC. are not affiliated.
  • 6. OUR COMMITMENT TO YOU • Honesty, integrity & fairness • Deliver on our promises • You own your business and you are free to leave anytime • Respect for your business • Products and services you need • Financial transparency and disclosure Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial Network, LLC. are not affiliated.
  • 7. YOUR COMMITMENT TO US • Financial transparency and disclosure • Honesty, integrity & fairness • Compliance with all industry rules and regulations • Stick to what you know • Respect for our business and for other advisors • Know when to bring in additional help • Use all resources available Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial Network, LLC. are not affiliated.
  • 8. COMMITMENT TO OUR CLIENTS • Deliver quality products and services • Help identify and fulfill their financial needs • Assist in simplifying the financial world • Run efficient operational models • Increase advisor productivity • Deliver competitive value Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial Network, LLC. are not affiliated.
  • 9. Raul A. Calle, CLU®, ChFC®, CFP®, MSFS 235 North Sycamore Street Newtown, PA 18940 Ph: (215) 860-2225 Fax: (215) 860-0255 email: raul.calle@callefinancial.com website: www.callefinancial.com Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial Network, LLC. are not affiliated.