Joining Enterprise
The path to joining Enterprise Financial Network begins with a conversation. We’d love the chance to meet with you, discuss why you’re looking for a change, and see how Enterprise and Cambridge can help with your business goals. We recognize that transitioning your book of business takes time, careful planning, and most importantly, confidentiality. That’s why we approach every interaction with the utmost discretion and privacy.
Want to learn more about how to join our firm and access a wealth of resources to grow your business?
See the step by step process below.
01
Step
Introduction
The goal of this conversation is the get to know each other, ask questions, and lay out the steps to join Enterprise Financial Network. Together, we’ll determine if our firm is the right fit for your business.
02
Step
Pre-Licensing
You will need to complete our confidential pre-licensing process. Rest assured that nothing is sent to FINRA that would alert your current firm of your intent to move. A business analysis and consumer report authorization will provide Cambridge the background information needed to consider your bid for acceptance.
03
Step
Ongoing
Discussions
This is where you will make the decision to become part of the Enterprise Financial Network family. We recognize the importance of this decision, which is why we’ll always be available to answer questions and plan your upcoming transition.
04
Step
Cambridge Acceptance
After you have been accepted by Cambridge, you will receive a Letter of Understanding and Compensation Agreement outlining your unique payout package and benefits. After signing these documents, you will begin your transition to Enterprise Financial Network.
05
Step
Transition
Your transition will be performed by our dedicated team. We have a highly refined transition process that makes it easy to come on board. You’ll always be kept up to date on our progress, and engaged at every step of the process.
