Welcome to Cambridge Source, your in-house solution for common outsourcing needs.

Transcription

1 CAMBRIDGE Source

2 Welcome to Cambridge Source, your in-house solution for common outsourcing needs. Featuring an umbrella of services, including Customized Advisor Marketing, Office Assistant, and Street to Staff, Cambridge Source (Source) allows you to better manage your time and effectively grow your practice. We recognize the largest challenge in outsourcing is finding the right third-party that understands you and the inherent complexities of our heavily regulated industry. Source s talented personnel and innovative solutions make selecting the right partner an easy decision. Contact Cambridge Source (cambridge.source@cir2.com) at with questions or to get started.

3 Our Source offerings are separated into five groups: Office Support Marketing Practice Advancement Professional Development Specialized Services

4 Office Support You are an expert in your field, but responsibilities like hiring, technology, and administrative tasks can get the best of you. Use our Office Support suite to simplify your workload and focus on what matters most your clients.

5 OFFICE ASSISTANT Build a relationship with the Office Assistant Team for efficient, unique, and knowledgeable office management. Committed to your growth and success, Office Assistant can provide these services for a competitive hourly rate: Account management: Paperwork generation, submission, and follow up; ongoing client service including cashiering and account maintenance Reporting and planning: CIRStatements, financial planning data entry, WealthPort Client communications: Phone answering, outbound calling, mailings Client management: CRM, scheduling, reminders General communications: Newsletters, social media, website management Pricing starts at $45 per hour for Standard Services and $55 per hour for Advanced Services. HR CONSULTING Partner with Cambridge s Human Resources Team to find the right talent for your firm. Our experienced associates can perform preliminary interviews, create job descriptions, make hiring recommendations, and even represent your firm in-person at career fairs or other hiring events. Hiring candidates (including reference checks): $60 per hour Compensation analysis: $60 per hour In-person assistance at job/career fairs: $400 per day plus expenses TECHNOLOGY SERVICES Leverage Cambridge s talented IT Team to protect your devices, back up your data, and regularly review your technology needs. Their services include: Compliance: Password strength, hard drive encryption, monitoring of security events Remote help desk Annual technology review MozyEnterprise backup Recommendations of hardware, software, and cloud services On-site technology installation Pricing starts at $20 per month per supported device customized packages are available.

6 Marketing Let your brand shine with the help of Cambridge s talented Public Relations and Creative Marketing Team. Create a cohesive presence with your advertising, marketing collateral, and website that will set you apart from the competition. CUSTOMIZED ADVISOR MARKETING Use Customized Advisor Marketing to create compelling marketing collateral for your promotional and informational needs. Explore our library of ready-to-use template material based on the concept of your logo here, or collaborate with our team to create a fully custom piece. Our services include: Marketing consultations Content creation Editing Graphic design Printing Personalization for pre-designed pieces starts at $99 each. Custom materials are quoted on a case-by-case basis depending on the piece. WEBSITE DESIGN Work with Website Design to create a modern, mobile-friendly website that speaks to who you are and what you do. Our professional service and collaborative partnership with the Compliance Department means it s easy to enhance your online presence. Our services include: Classic ($3,500): Includes customizable template design and creation of 10 content pages. All content and image selection is completed by Cambridge Source Website Design. Basic ($1,500): Includes customizable template design and creation of 10 content pages. All content and image selections are provided by you. Quick Site ($400): Includes pre-existing template and set-up of 10 content pages. All content and image selections are provided by you. Monthly hosting ($25 or $65 per month): Two different service levels depending on your need

7 Practice Advancement You ve built a successful practice now it s time to refine your business to better ensure your continued growth. These services are best suited for experienced advisors looking for a collaborative engagement to benefit their firm. BUSINESS CONSULTING Let Business Consulting analyze your practice and provide an objective evaluation of your current business model, identifying strengths, weaknesses, and areas for improvement. Their consulting engagement focuses on enhancing fundamental areas of your business, including personnel, technology, profitability, structure, operations, and sales management. Services include: Initial consultation Business analysis Interviews with you and your staff Review and recommendations Ongoing business coaching and consulting Prices are customized based on each engagement. THE NEXT STEP ADVISOR INTERNSHIP PROGRAM Get help in the search for talented young professionals to join your organization. The Next Step program assists with recruiting, hiring, and training the next generation to work in your practice. Our services include: Training and educational opportunities On-site recruiting assistance Creative marketing support Human resources consultation Practice management consultation

8 Professional Development Unlock your team s potential with our professional development programs, offered through the Cambridge Knowledge Center. These resources and tools will help you and your staff expand your knowledge and consistently deliver exceptional client service. STREET TO STAFF It s training made easy. The tiers of the Street to staff program are designed to bring your new hire up to speed on the financial services industry in less than six months. Your new hire will learn Cambridge processes, industry practices, and customer service skills from a Registered Corporate Coach TM. STREET TO STAFF 1.0 Cost: $500 This 30-day entry level program familiarizes participants with the financial industry, giving them the confidence to thrive in their role. Focuses include: Industry knowledge Client relationships Basics of Cambridge technology New sessions of Street to Staff 1.0 will begin on the second Tuesday of every month in STREET TO STAFF 2.0 Cost: $500 This 60-day course is intended for administrative professionals that want to grow in their current role and make a larger impact within the organization. Focuses include: Mastering Cambridge technology Client experience Career growth 2019 sessions begin: February 12, April 16, June 18, August 20, October 22

9 STREET TO STAFF 3.0 Cost: $500 Designed for participants who already have a basic understanding of the industry, this capstone covers client needs, industry trends, regulatory functions, and effective online marketing strategies. Focuses include: Introduction to financial planning Marketing to clients Suitability 2019 sessions begin: April 15, June 17, August 19, October 21 STREET TO ADVISOR Sales and relationship training are key to the success of a new advisor. Our newest professional development program takes freshly licensed individuals through a rigorous training course designed to provide tools needed to effectively manage client relationships and the day-to-day pressures of developing a new practice. This six-month program helps new advisors establish the groundwork for a successful career. Focuses include: Your value proposition Sales training Cambridge knowledge Client relations Career development 2019 sessions begin: February 19, May 13, August 15, October 28 WORK STYLE DYNAMICS Intended to simplify your life, this service includes proven assessments offered by our team of certified consultants. Use Work Style Dynamics to unlock your team s potential, help you reclaim your time, learn to communicate more effectively, and find the right people for the job. Kolbe A Index ($75): Discover your instinctive method of operation and leverage your innate talents Time Mastery Profile ($75): Discover ways to increase productivity and efficiency in your office Kolbe RightFit ($400): Find the right person for a job based on their natural instincts

10 Specialized Services These services fit the unique needs of specific advisor offices. Qualified specialists from Cambridge will help you with your biggest challenges. INDEPENDENT RIA CONSULTING By owning an independent Registered Investment Adviser (RIA), you gain flexibility and freedom. But you also have added regulatory requirements and potentially open your firm up to greater risk. The Fiduciary Services Department can help you meet and maintain your business as required by the SEC. Services include: Investment Advisor Representative registration services Audit preparation Audit assistance Consulting Template forms and agreements Pricing is customized to the needs of the advisor. SOCIAL MEDIA TRAINER SUPPORT Intended for larger offices, Social Media Trainer Support will make a designated member of your team an expert on the most popular, approved social media tools: LinkedIn, Facebook, and Twitter. Gain a valuable skill through this innovative offering. This training includes: In-depth overview of the different social networks How to create profiles Use of social media and networking to enhance your business Compliant use of social media Pricing starts at $500 for a two-hour session.

11 EVENT PLANNING Events are a natural part of a growing business, but planning them takes time away from integral job duties. Let Cambridge Event Planning collaborate with your office to help ensure your next event is well-received by clients and prospects alike. Our service packages include: Bronze (complimentary): Two-hour consultation paired with helpful checklists and information Silver ($1,000): We partner with your staff to plan and schedule your event Gold ($4,300): This all-inclusive package includes on-site assistance as we manage and plan your event

12 1776 Pleasant Plain Road Fairfield, Iowa CAMBRIDGE Source Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. For financial professional use only V.CIR