Smart Money Experience

Cambridge Legacy Group ranks #3 among independent broker/
dealers in Back Office Support to advisors!
Click here to see the article in the
June 2010 edition of Investment Advisor Magazine

CLG's Chairman and CEO Ben Carroll talks about The Red Sea Rules and The Smart Money Experience™

BAI Partnership
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?
Old World | New World

There are two worlds in the financial universe today. The first is a world characterized by agents who devote the majority of their time prospecting for customers to whom they can sell products. They tend to be short term in their focus and their clients tend to be reactive and anxious over events they cannot control. They sell to any customer who has money. This is the Old World.

The second world is characterized by advisors who devote the majority of their time servicing clients for whom they do planning. They tend to be long term in their focus and their clients tend to be proactive and focus only on what they can control. They service select clients who meet their ideal client profile. This is the New World.

We invite you to consider joining us in the New World by contacting us to schedule a complimentary Financial Road Map®* conversation with a trusted advisor.

 

 

*Financial Road Map® is the registered mark of Bachrach & Associates, Inc. at www.baivbfp.com. All rights reserved.
"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
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The Smart Money Experience™ is a registered mark of Cambridge Legacy Group, Inc. at www.clgsite.com.
Values Based Financial Planning™ , Financial Road Map® and Success Road Map® are the registered mark of
Bachrach and Associates, Inc. All rights reserved.

Advisory services offered through Cambridge Legacy Advisors, Inc., an SEC Registered Investment Advisor.
Securities offered through Cambridge Legacy Securities, L.L.C. Member FINRA/SIPC and MSRB registered. OSJ: 15660 N. Dallas Parkway, Suite 700, Dallas, TX 75248. 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, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI, WV
and WY. Copyright © 2011 The Cambridge Legacy Group. All Rights Reserved

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