Morrisville, NC, October 12, 2017 --(PR.com
)-- Nate Brown of SB Financial Group, LLC was recognized by his broker-dealer, Cambridge Investment Research, Inc. (Cambridge) to participate in an exclusive Leaders Club workshop in Dallas, Texas, September 12-13, 2017. Advisors are invited to participate based on their dedication to service excellence and while staying true to Cambridge’s core values of integrity, commitment, flexibility, and kindness.
“It is a privilege for Cambridge to recognize our advisors who dedicate themselves to professional development, to doing what is in the best interest of their clients, and to maintaining the highest levels of service to each client,” said President and Chief Executive Officer Amy Webber. “We take pride in continuing to support Cambridge’s independent financial advisors by offering opportunities that expose them to different perspectives that lend to the development of new skills. We know that independent advisors have a choice and we are honored to be that choice.”
The event featured an exclusive networking banquet followed by a one-day business-building workshop. The emphasis of the Leaders Club workshop was on the continuation of growth, while maintaining a high level of service. The event was held in conjunction with Cambridge’s annual Ignite conference, September 13-16 in Dallas.
In Nate’s words:
“I want to thank my clients for choosing me as their financial professional. I sincerely appreciate their trust in me and their confidence that I will provide them with knowledgeable recommendations and impartial and objective advice based on their needs and goals.
"I appreciate being named to Cambridge’s Leaders Club, especially as a reflection of our shared values and dedication to serving clients, and I enjoy the opportunities to share experiences with my peers who are also independent financial professionals. The invitation to participate reminds me of the importance of core values, not only Cambridge’s, but also of my firm’s, which are Authenticity, Altruism, Empathy, Empowerment, and Entrepreneurial Spirit.”
About SB Financial Group
Inspiring Action Plans toward Financial Freedom
2000 Aerial Center Parkway
Morrisville, NC 27560
Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. SB Financial Group LLC and Cambridge are not affiliated.
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment adviser as well as an industry leading independent broker-dealer. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: succession and acquisition financial lending plus business technology expertise; advice solutions for both asset management and financial planning with portfolio overlay management; platform choices comprised of a corporate RIA or independent RIA for dual registration or fee only business models; a full spectrum of middle office services designed for solo/ensembles, branches, and super branches; as well as outsource services centered on independent advisor firms, including business consulting, client marketing, and office assistance, as well as insurance services. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country. Overall, Cambridge supports over 3,000 independent financial professionals nationwide who serve their thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own.