Cambridge's 2010 Survey Affirms High Satisfaction Ratings by Rep/Advisors
Marks the 12th consecutive year Cambridge has scored 9 out of 10 in comparison to other Broker/Dealers for overall satisfaction.
Morgan Hill, CA, December 16, 2010 --(PR.com)-- Kim Gaxiola of the Gaxiola Financial Group announced today her Broker/Dealer - Cambridge Investment Research, Inc. (Cambridge)- released the results of a recent survey affirming high satisfaction ratings by Rep/Advisors regarding Cambridge. Rep/Advisors recently rated the independent firm 9 on a 10 point scale compared to other Broker/Dealers in terms of overall satisfaction. This marks the 12th consecutive year the firm has ranked 9 out of 10 in comparison to other Broker/Dealers.
High Satisfaction Ratings
Over 390 registered representatives completed the September 2010 survey, which assessed ratings in categories including: technology, practice management, registration /licensing and marketing. As one Rep/Advisor responded, “the ease of doing business, understanding the business, flexibility and technology,” stand out as some of Cambridge’s top qualities.
Delivering on the Promise of Independence
“The fact that over 97 percent of survey respondents agreed that ‘Cambridge provides them with the independence to practice in the way that most benefits their clients’ affirms our commitment to serving independent Rep/Advisors,” said Cambridge’s President and COO, Amy Webber. “We are particularly pleased that the scores in this category increased by over 6 percent from last year’s survey, proving that we continue to deliver on our promise of independence.”
A Service Model with Best Standards
“We have a strong internal focus on measuring and quantifying service with the Best program and are particularly pleased that we improved in 2010 by achieving 97 percent against our standards,” said Mike Hamm, Vice President of Partner Support and Technology Consulting.
The Best Service Standards initiative is a quantifiable quality control system that Cambridge created to track and enhance service performance. The comprehensive program is based on in-house standards implemented across all departments to ensure delivery of the best service. The Partner Support Center is a one-stop, high-level team created to deliver “white glove service” to Rep/Advisors. This team is comprised of some of Cambridge’s most highly experienced staff and averages 85 percent first call resolution, with dedicated assistance company-wide for any issue not resolved on the first call from Rep/Advisors.
About the Gaxiola Financial Group
The Gaxiola Financial Group is a family oriented advisory firm with a focus on multi-generational wealth management and preservation. Owner Kim Gaxiola is a Certified Financial Planner™ (CFP®) based in Morgan Hill, CA with over 10 years of experience. Kim is dedicated to developing long-term relationships with clients and specializes in money management, retirement planning, estate planning and inheritance management for families and small businesses.
Contact: Victor Gaxiola at 800.584.3652 or victor@gaxiolafinancialgroup.com
Securities offered through Cambridge Investment Research, Cambridge Investment Research Inc. a Broker/Dealer member FINRA/SIPC to residents of AZ, CA, FL, IL, NJ, NV, OR, WI. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and the Gaxiola Financial Group are not affiliated.
About Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc., Member FINRA/SIPC is an independent, privately owned Broker/Dealer with 1,800 independent registered representatives. Cambridge provides innovative fee programs and a full menu of commission offerings to Rep/Advisors across the nation. Recognized in the industry as The Fee Experts®*, Cambridge has been ranked a fee leader among independent Broker/Dealers for ten consecutive years** and is a four-time honoree as Broker/Dealer of the Year***.
* THE FEE EXPERTS® is a registered mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.
**Financial Planning magazine, June “FP50”, Top 50 Independent Broker/Dealer Issue, 2001-2010
**Investment Advisor magazine, 2010, 2008, 2007, 2003.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.
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High Satisfaction Ratings
Over 390 registered representatives completed the September 2010 survey, which assessed ratings in categories including: technology, practice management, registration /licensing and marketing. As one Rep/Advisor responded, “the ease of doing business, understanding the business, flexibility and technology,” stand out as some of Cambridge’s top qualities.
Delivering on the Promise of Independence
“The fact that over 97 percent of survey respondents agreed that ‘Cambridge provides them with the independence to practice in the way that most benefits their clients’ affirms our commitment to serving independent Rep/Advisors,” said Cambridge’s President and COO, Amy Webber. “We are particularly pleased that the scores in this category increased by over 6 percent from last year’s survey, proving that we continue to deliver on our promise of independence.”
A Service Model with Best Standards
“We have a strong internal focus on measuring and quantifying service with the Best program and are particularly pleased that we improved in 2010 by achieving 97 percent against our standards,” said Mike Hamm, Vice President of Partner Support and Technology Consulting.
The Best Service Standards initiative is a quantifiable quality control system that Cambridge created to track and enhance service performance. The comprehensive program is based on in-house standards implemented across all departments to ensure delivery of the best service. The Partner Support Center is a one-stop, high-level team created to deliver “white glove service” to Rep/Advisors. This team is comprised of some of Cambridge’s most highly experienced staff and averages 85 percent first call resolution, with dedicated assistance company-wide for any issue not resolved on the first call from Rep/Advisors.
About the Gaxiola Financial Group
The Gaxiola Financial Group is a family oriented advisory firm with a focus on multi-generational wealth management and preservation. Owner Kim Gaxiola is a Certified Financial Planner™ (CFP®) based in Morgan Hill, CA with over 10 years of experience. Kim is dedicated to developing long-term relationships with clients and specializes in money management, retirement planning, estate planning and inheritance management for families and small businesses.
Contact: Victor Gaxiola at 800.584.3652 or victor@gaxiolafinancialgroup.com
Securities offered through Cambridge Investment Research, Cambridge Investment Research Inc. a Broker/Dealer member FINRA/SIPC to residents of AZ, CA, FL, IL, NJ, NV, OR, WI. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and the Gaxiola Financial Group are not affiliated.
About Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc., Member FINRA/SIPC is an independent, privately owned Broker/Dealer with 1,800 independent registered representatives. Cambridge provides innovative fee programs and a full menu of commission offerings to Rep/Advisors across the nation. Recognized in the industry as The Fee Experts®*, Cambridge has been ranked a fee leader among independent Broker/Dealers for ten consecutive years** and is a four-time honoree as Broker/Dealer of the Year***.
* THE FEE EXPERTS® is a registered mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.
**Financial Planning magazine, June “FP50”, Top 50 Independent Broker/Dealer Issue, 2001-2010
**Investment Advisor magazine, 2010, 2008, 2007, 2003.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.
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Contact
Gaxiola Financial Group
Victor Gaxiola
408.710.6440
www.gaxiolafinancialgroup.com
Victor Gaxiola
408.710.6440
www.gaxiolafinancialgroup.com
Contact
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