The Cambridge Legacy Group: Advisor Comments

What Cambridge Legacy Advisors Are Saying...

Henry “Buster” Godbee III, Little Rock, AR ~ (CFP®):

I value the personal access we have to everyone… and the personal touch of CLG leadership.
Everybody listens, all the way to the top, they listen to our ideas and try to find a way to make it happen… we know they care about what happens to us.
They provide unique programs and provide unique approaches to solving problems for our clients.
They walk their talk in the coaching process to help us grow our practice as “Trusted Advisors”.
They operate from core values and beliefs that we can count on and they work hard at finding win/win solutions.

Doug Blankenship, Dallas, TX ~ (CFP® & MBA):

CLG gives me independence and resources my practice so that I can offer objective advice to my client without pressure to push proprietary products.
Their compensation is among the best in the industry and is attractive to an established producer without proprietary product incentives. All products are compensated in the same way without bias.
They provide coaching and mentoring that is valuable to me in helping with my practice management, marketing and professional development. They help me to expand my capacity to be more productive.
There is a familial family environment with personal relationships all the way to the top. I feel they value me and partner with me to achieve the things that are important to me.

Jim Edwards, Dallas, TX ~ (RIA & MBA):

CLG leadership operate from faith based values with genuine care. Even difficult issues are dealt with in a caring way.
They provide me with comfort regarding the succession of service to my clients and family if something were to happen to me.
They provide fresh ideas and practical training on resources for me to grow and manage my business which I don’t have time to research and do on my own.
They provide exceptional advisor coaching conferences that are well run and relevant to our business practices.

Russell Childs, Houston, TX ~ (CFP®):

I value the special relationship we have to work with people at CLG that I can trust and who share common values.
It is refreshing to work with highly successful and highly competent people that are not egocentric and carried away with themselves.
I feel we have a strategic partner relationship with competent people who help me with growth issues in my practice.

Steve Swords, Tyler, TX ~ (CPA & RIA):

I value the relationships… being able to work together from a shared values and faith perspective.
The integrity of the firm’s leadership. They attempt to do what is right for the advisor and within their power, they do everything they say.
Ben has the ability to see things others don’t see, paint a vision for it and then he does all that he can to give advisors a profitable channel of operations.

Frank Akridge, Dallas, TX ~ (CFP® & CCO):

I value the chemistry of the CLG team because more than I have ever seen in my life, we are all playing on the same page… clients first… and then the advisor.
For the first time I feel like I’m on a team that if they are not the best at what they do… they are real close to it.
I value the integrity and value system of the people on the team.

Dominique G. H. Vercaemert, Charlotte, NC ~ (RFC):

I value working with a leader who desires to honor God and in turn touches the human spirit in ways unimaginable.
Being part of a team that serves the greater cause together and within a company that supports advisors with integrity.
Being part of a company that has a vision to serve others and supports the Values-Based Financial Planning methodology as a catalyst to make a difference in people's lives.

John Mahoney, Houston, TX ~ (Attorney):

There are three things about Cambridge and its people that stand out in my mind:

First is their commitment to my professional development. Their guidance and mentoring has been most helpful.
Second is their integrity in taking serious their commitment to compliance and their fiduciary duty to their clients.
Finally, the people are just simply enjoyable and fun to work with and be around!!

David Witherell, Charleston, WV ~ (Financial Advisor):

I value CLG’s leadership. I feel blessed to be a member of this team.
CLG is a boutique firm that makes the “A” priority serving the client by helping them get clarity on what is important to them and then mapping out a game plan that gives them the highest probability of achieving their goals..
CLG leadership has earned my trust by doing what they promise and helping me master the trusted advisor methodology. They have been a tremendous help to me.
As a former wire house broker, with many investments at my fingertips, I am amazed at the investments and planning resources CLG makes available to me. I can finally serve my clients as a trusted advisor.

Brian Koepp, Dallas, TX ~ (CLA Director & Money Manager):

I value working for a firm that models its core business around a faith & values-based system and makes it clear to advisors & prospective advisors.
I value the CEO because his goals, aspirations, creativity, philosophy & decisions have laid the foundation for the emerging Cambridge Legacy Community with respect to our core business, our guiding philosophy, employees, and advisors.
CLG is an enjoyable place to work. I value my community of co-workers and the trusted advisors that we serve.
CLG provides a large product selection for Trusted Advisors to serve their clients while also providing some of the highest payouts in the industry.

Vance Howard, Huntsville, TX ~ (RIA):

I value the positive attitude that is instilled in the staff and advisors.
The sharing of ideas on marketing and running a better practice is promoted at CLG. I enjoy that and it helps every advisor. It is a community environment where advisors can share ideas and foster friendships.
Ben Carroll is a true partner and I feel he really cares about my success. The CLG leadership team is always looking for better products and ideas to help the advisors do a better job for their clients.

Kim Coulter, Phoenix, AZ ~ (Insurance Brokerage Advisor):

As a Cambridge Legacy Group Advisor, I have enjoyed a highly successful business relationship with Ben and Dee Carroll as well as a rewarding friendship over the last 15 years. I consider it an honor and privilege to be associated with both individuals.
What will immediately strike anyone who meets Ben, Dee and all of the members of the CLS Home Office Team, is the commitment to making a genuine difference in people’s lives. In my view, that one simple quality has sadly become almost non-existent in today’s financial services world. Yet, at Cambridge, it is a Hallmark of the firm.
I do business in 32 states with over 2100 Financial Advisors and from that perspective, I submit the following: If you are a Financial Advisor looking for a firm that offers every possible avenue and opportunity for you to grow and increase your current success, you can stop looking. You have found “the perfect community” to become a part of in the Cambridge Legacy Group.

Mike Logsdon, Dallas, TX ~ (Financial Advisor):

Family. There is more genuine care and support for each other at Cambridge Legacy than I have experienced in all the other organizations I have been involved with combined.
Opportunity. Cambridge Legacy empowers and challenges you to become the best person you can be both professionally and within your community.
Service. Cambridge Legacy focuses our efforts on the Clients’ best interests and creates a high trust relationship that simplifies what is otherwise a complicated business.

Dilip C. Shah, Dallas, TX ~ (MS, CFP®, CEA):

It is refreshing to work with a group of individuals who have the best interest of their advisors as part of their core values.
When I had my first meeting with Ben, I knew this was my destination. I value the integrity and value system of the people on the team.
The diversification of products and services allows me to meet my clients’ needs as a trusted advisor.