ADVISOR
CANDIDATES
 
What is a Trusted Advisor?
What is a Trusted Advisor?
How do you make smart choices about your money?
How do you make smart choices about your money?
How do you have a great life?
How do you have a great life?

Advisor Candidate
Book And Newsletter Request Form

We make a genuine offer to provide a complimentary copy of the Values-Based Financial Planning book and newsletter for Advisor Candidates who are genuinely seeking to change their BD/Advisory Firm affiliation.

We hope that you appreciate that it would be inappropriate for us to make this offer to anyone who is not genuinely seeking a new firm or who does not qualify for membership in our community. We request that you provide the following information that will be kept confidential per the terms of our strict privacy statement (see below):

Full Name:
Address:
City:
State:
Zip:
Country:
Email:
Phone:
 
You are requesting the:
Book Newsletter Both Book and Newsletter
 
Would you describe yourself as a successful financial professional?
Very Successful Successful Somewhat Successful
 
What would be an ideal relationship with a BD/Advisory Firm?
High payouts and out of my way Compliance and efficient business practices A Trusted Advisor Community
 
How many years have you been a licensed financial professional?
less than 5 5 to 10 10 to 15 15 to 25 more than 25
 
What would be your most desired outcome for your clients?

The highest possible rate of return on their investments.
Make them so much money that they send me all their friends.
Freeing them from financial concerns to pursue a higher quality of life.
 
What range of assets do you currently manage for your clients? (in millions)
less than 10 10 to 25 25 to 50 50 to 100 more than 100
 
What range of GDC do you currently produce from all sources?
less than $100,000 $100,000 to $250,000 $250,000 to $500,000
$500,000 to $1 million more than $1 million
 
How seriously are you considering changing firms within the next six months?
Very Serious Serious Somewhat Serious
 
"In the grand scheme of things, money’s not that important. It’s significant only to the extent
that it allows you to enjoy what is important to you.” --Bill Bachrach, Values Based Financial Planning
Home About Us Advisors Services Contact Us Our Blogs Our Legacy

Securities offered through Cambridge Legacy Securities, L.L.C. Member FINRA and SIPC.
 MSRB Registered.

Investment advisory services offered through Cambridge Legacy Advisors, Inc.
Insurance services offered through Cambridge Legacy Agency Group, Inc.

This is not a solicitation or offer to sell securities in any states other than AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MS, MO, MT, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, WA, WI and WV

Copyright ©2008 The Cambridge Legacy Group. All Rights Reserved
Compensation & Conflicts of Interest