Instead of telling me I can’t do something, I wish my compliance resources would help me find a way to get it done.
We are great listeners. We are experienced. We advocate for you. Put a powerful combination of brand strength, true independence and unparalleled support on your side. As a Cambridge representative you also benefit by having the Vision Network serve as your regional OSJ manager who will:
- Help you manage risk
- Perform field audits
- Consult and support your marketing efforts and client communications
- Share best practices and ideas from our rep network
- Introduce and connect you to areas within Vision Network
- Provide clear, concise policies and procedures for keeping you current on regulations
- Conduct comprehensive compliant review and research
- Help your office understand and engage Vision Network services
- Help you access high powered industry software such as CLIC®, eMoney, MoneyGuide Suite, Morningstar and more!
Contact Sarah Dols at s.dols@VFGhelps.com to learn more.