This presentation is for financial advisors interested in making a change to the independent advisory side of the business.

1. ADVISOR OPPORTUNITY
“Our mission is to offer a supportive
business environment while honoring an
advisor’s independent spirit.”

2. REASONS FOR INDEPENDENCE
• Freedom to be your own boss
• Maintain your identity
• Unlimited earning potential
• Ownership of your own
business
• Answer to self and not others
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Calle Financial Network, LLC. are not affiliated.

3. CHALLENGES OF INDEPENDENCE
• Building infrastructure
– Time
– Capital requirements
• Lack of continuity
• Compliance issues
• Lack of economy of scale
• Difficulty capturing
multiple revenue streams
• Slave to your office/business
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Calle Financial Network, LLC. are not affiliated.

4. • Increase productivity
• Maintain independence
• Maintain control
• Capitalize on multiple revenue streams
• Superior support services
• Strategic partnerships
• Open architecture environment
• Develop economies of scale
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Calle Financial Network, LLC. are not affiliated.

5. MULTIPLE REVENUE STREAMS
• AUM – Investment advisory
• Fee-based financial planning
• 401(k), pension & profit-sharing
plans
• Insurance products
– Personal and business
• Misc. – TPA, accounting,
property & casualty and
mortgage services
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Calle Financial Network, LLC. are not affiliated.

6. OUR COMMITMENT TO YOU
• Honesty, integrity &
fairness
• Deliver on our promises
• You own your business and
you are free to leave anytime
• Respect for your business
• Products and services you
need
• Financial transparency and
disclosure
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Calle Financial Network, LLC. are not affiliated.

7. YOUR COMMITMENT TO US
• Financial transparency and disclosure
• Honesty, integrity & fairness
• Compliance with all industry rules
and regulations
• Stick to what you know
• Respect for our business and for other
advisors
• Know when to bring in additional help
• Use all resources available
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Calle Financial Network, LLC. are not affiliated.

8. COMMITMENT TO OUR CLIENTS
• Deliver quality products and services
• Help identify and fulfill their financial
needs
• Assist in simplifying the financial
world
• Run efficient operational models
• Increase advisor productivity
• Deliver competitive value
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Calle Financial Network, LLC. are not affiliated.

9. Raul A. Calle, CLU®, ChFC®, CFP®, MSFS
235 North Sycamore Street
Newtown, PA 18940
Ph: (215) 860-2225 Fax: (215) 860-0255
email: raul.calle@callefinancial.com
website: www.callefinancial.com
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Calle Financial Network, LLC. are not affiliated.