Virtual Assistant Program
Click here to learn more about our internal staff outsourcing solutions for your short or long-term needs in the areas of HR Consulting, Marketing, Client Onboarding, Client Retention, Meeting Prep, Infrastructure
Our investment committee of experienced financial advisors offers allocations backed by thorough research and evaluation. Contact us to find out more about working with this exclusive Branch-Directed Advisory platform.
Being an independent advisor brings the added responsibility of running a business. Let us help you get your ducks in a row so your practice is efficient and compliant. Do you need help hiring or training staff? Technology recommendations? Accounting or Operations help? Just ask – we’re here for you.
PJ Advisor Group encourages sharing of best practices, standard operating procedures, form templates, etc. so you don’t have to reinvent the wheel. If you think that your office could run a little smoother, let us consult with you to help put those processes in place.
Product Selection Support
Cambridge offers one of the broadest product footprints in the industry. With so many choices it can feel like a daunting task to find exactly which products are right for your client. Our team is happy to assist.
If you are looking to grow your business through merger or acquisition, or structure a buyout with an existing partner, we will help guide you through the entire process.
Bring your brand to life! Through our Virtual Assistant program, you can conveniently have someone help with social media campaigns, manage your website or create custom marketing materials. We can also put you in touch with the Cambridge marketing team or provide information on any number of third-party vendors who offer discounts to Cambridge advisors.
Advanced Case Design
Our leadership team has an ‘open door’ policy! If you ever need one on one time to talk through a difficult case, we can schedule time with Steve James personally, an Investment Committee member, or a Cambridge specialist. You’re independent but not alone.
Succession & Continuity Planning
Creating a succession and continuity plan for retirement and/or emergency scenarios is an important initiative at PJ Advisor Group. If you don’t already have a plan in place, our dedicated team can help.