At Grant Park Advisors LLC we are an Office of Supervisory Jurisdiction (OSJ) with Cambridge Investment Research. We understand the need to provide you the advisor with the choice tools, services, and flexibility to serve your clients. We offer solutions to meet your needs without imposing unneeded impediments to your business.
Time is your most precious resource. Outsourcing has proven to be a way you, a busy and successful rep-advisor, can find more time to spend with your clients or prospects, manage your practice, volunteer in your community, and devote more time to family and friends. One of the largest outsourcing challenges is finding the right third-party who understands you, your value proposition, and your firm. Grant Park Advisors, LLC and Cambridge Investment Research, Inc. want to simplify your outsourcing with Cambridge Source, Cambridge’s collection of in-house solutions. With innovative offerings like Office Assistant, Website Design, and HR Consulting, your time can once again be your business.
Business Operations Focus on serving your clients and growing your business – Cambridge will take care of the rest.
Operating an efficient and profitable business requires the use of technology, effective processes, self-awareness to know your strengths and weaknesses, and the confidence to ask for help when needed. If you like to focus on the big picture but don’t enjoy working through the specifics, leave the details to one of these comprehensive offerings.
- Business Consulting
- Compliance Consulting
- Event Planning
- Model Trading Services
Marketing You know what products and services you offer.
Set yourself apart from the competition. Marketing is about building a brand, increasing awareness, and communicating the value of your services. Let Cambridge help you identify your role in the marketplace, make connections, and develop relationships through a complete marketing presence. Capitalizing on in-house talent and resources enables Cambridge to offer you quality services at a significant discount compared to similar third-party marketing agencies.
- Customized Advisor Marketing
- Social Media Trainer Support
- Website Design
Gain a competitive advantage by surrounding yourself with talented people.
As a business owner, you understand the complexities of hiring and maintaining quality staff and have personally experienced the difficulty of finding individuals with industry or technical experience. Whether you’re looking to build a team of administrative professionals or rep-advisors, replace an integral part of your team, or fill an entirely new position, the Office Management offerings can help.
- HR Consulting
- Office Assistant
- Technology Services
- The Next Step®
Professional Development Engage team members to take your business to the next level.
Unlock your team’s potential with Cambridge’s professional development programs. Their resources and tools are designed to help rep-advisors and their support staff communicate effectively, deliver exceptional client experiences, and expand their knowledge of the financial services industry.
- Client Management Certification
- Financial Industry Training
- Street to Staff
- Work Style Dynamics
This is an advertisement for Cambridge Source services offered to individuals affiliated with Cambridge