advisor recruiting

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ADVISOR OPPORTUNITY “Our mission is to offer a supportive business environment while honoring an advisor’s independent spirit.”

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

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Page 1: Advisor Recruiting

ADVISOR OPPORTUNITY“Our mission is to offer a supportive

business environment while honoring an advisor’s independent spirit.”

Page 2: Advisor Recruiting

• Freedom to be your own boss

• Maintain your identity

• Unlimited earning potential

• Ownership of your own

REASONS FOR INDEPENDENCE

• 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.

Page 3: Advisor Recruiting

• Building infrastructure

– Time

– Capital requirements

• Lack of continuity

• Compliance issues

CHALLENGES OF INDEPENDENCE

• 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.

Page 4: Advisor Recruiting

• Maintain independence

• Increase productivity

• Maintain control

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.

• Capitalize on multiple revenue streams

• Superior support services

• Strategic partnerships

• Develop economies of scale

• Open architecture environment

Page 5: Advisor Recruiting

MULTIPLE REVENUE STREAMS

• AUM – Investment advisory

• Fee-based financial planning

• 401(k), pension & profit-sharing

plans

• Insurance products• 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.

Page 6: Advisor Recruiting

OUR COMMITMENT TO YOU

• Honesty, integrity &

fairness

• Deliver on our promises

• You own your business and

you are free to leave anytime

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.

• Respect for your business

• Products and services you

need

• Financial transparency and

disclosure

Page 7: Advisor Recruiting

YOUR COMMITMENT TO US

• Financial transparency and disclosure

• Compliance with all industry rules

and regulations

• Honesty, integrity & fairness

• Stick to what you know

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.

• Respect for our business and for other

advisors

• Stick to what you know

• Know when to bring in additional help

• Use all resources available

Page 8: Advisor Recruiting

COMMITMENT TO OUR CLIENTS

• Deliver quality products and services

• Help identify and fulfill their financial

needs

• Assist in simplifying the financial

world

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.

world

• Run efficient operational models

• Increase advisor productivity

• Deliver competitive value

Page 9: Advisor Recruiting

Raul A. Calle, CLU®, ChFC®, CFP®, MSFS

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.

Raul A. Calle, CLU®, ChFC®, CFP®, MSFS235 North Sycamore Street

Newtown, PA 18940

Ph: (215) 860-2225 Fax: (215) 860-0255

email: [email protected]

website: www.callefinancial.com