Document

Explore More from Cetera

Hear from Cetera executives and your financial professional peers on how our organization delivers customized consultative support, offers flexible affiliation options, and creates more opportunities for business growth.

 

What Top Performers Are Doing to Springboard Into 2021


2020 was a real litmus test for advisors: face-to-face consultations were eliminated but professional coaching and guidance was at a premium value. Top performers capitalized on this opportunity, giving them a springboard into 2021. What are the best of the best doing to increase their growth momentum?

AdvisorHub Publisher and CEO Tony Sirianni and Cetera Financial Group’s Head of Wealth Management Tim Stinson share perspectives on specific areas of business-building opportunity and key areas for growth.

If you’re seeking something more for your business, we’re ready to help you find it. Start the conversation with our Business Development team today and learn how Cetera’s personalized support and growth-focused strategies can empower you to pursue the future with confidence.

 

GET IN TOUCH

Industry Recruiters on Cetera and the Evolving Landscape of Financial Guidance


Discover why two of our industry's top financial professional search firms, Elite Consulting Partners and Bridgemark Strategies, choose Cetera as one of their preferred destinations for clients. These subject-matter experts dive deep into what sets Cetera apart, including our thought leadership and financial guidance-centered response to the COVID-19 pandemic. Along with covering the benefits of independence, the panel explores why—in the midst of our work-from-home realities—they believe there has never been a more opportune time for bank and wirehouse financial professionals to leave a captive environment and start building their own enterprise value. Lastly, the panel discusses industry trends and learnings for all financial professionals in a post-COVID-19 world.

If you're seeking something more for your business, we're ready to help you find it. Start the conversation with our Business Development team today and learn how Cetera's personalized support and growth-focused strategies can empower you to pursue the future with confidence.

 

GET IN TOUCH

Leverage Cetera's Growth Capabilities to Accelerate Your Practice


Hear from several Cetera leaders on some of our various growth offerings that can help elevate your business. From our compelling marketing technology to consultative business management support, Cetera provides multiple channels for financial professionals to define and pursue growth on their terms.

If you're seeking something more for your business, we're ready to help you find it. Start the conversation with our Business Development team today and learn how Cetera's personalized support and growth-focused strategies can empower you to pursue the future with confidence.

 

GET IN TOUCH

Cetera's Personalized Experience: Recruiting, Transition, and Ongoing Support for Your Growth


Identifying a recruit's needs and working closely to customize our recruiting process, services and offerings to ensure the best outcome and experience is part of our More. Your vision of the future is fully supported at Cetera by teams that understand your business model, value proposition, and goals, and deliver insightful guidance with a boutique community feel to help you grow, achieve, and become more. We're committed to being a leading driver for positive change by bringing diversity, equality, and inclusion to how we empower more for financial professionals.

If you're seeking something more for your business, we're ready to help you find it. Start the conversation with our Business Development team today and learn how Cetera's personalized support and growth-focused strategies can empower you to pursue the future with confidence.

 

GET IN TOUCH

Experience Cetera through a Virtual Home Office Visit


Picture your future with Cetera through a video and digital Home Office Visit experience. Hear from a series of Cetera speakers who discuss how we can help you and your team transition and thrive within a boutique community that's backed by the resources of one of the industry's largest networks of independent broker-dealers.

Learn More


Discover More


Platforms That Perform

If you're seeking something more for your business, we're ready to help you find it. Start the conversation with our Business Development team today and learn how Cetera's personalized support and growth-focused strategies can empower you to pursue the future with confidence.

 

GET IN TOUCH

Considerations for Becoming an Independent Financial Professional

John Pierce, Cetera's head of Business Development, joined Cheddar to discuss how work-from-home policies and other factors have revealed benefits behind an independent work style for financial professionals.

If you're seeking something more for your business, we're ready to help you find it. Start the conversation with our Business Development team today and learn how Cetera's personalized support and growth-focused strategies can empower you to pursue the future with confidence.

 

GET IN TOUCH

Advisor Story: Independence with the Support of a Local Team


Discover why Kim Cooper made the move from Edward Jones to Cetera in the middle of the pandemic. She experienced all the benefits of going independent with the support of a local team, which has opened doors for bringing her children into the business and serving her niche market around Medicare to drive referrals and new business.

If you're seeking something more for your business, we're ready to help you find it. Start the conversation with our Business Development team today and learn how Cetera's personalized support and growth-focused strategies can empower you to pursue the future with confidence.

 

GET IN TOUCH

Advisor Story: The Right Cultural Fit for Our Clients

Discover why Megent Financial made the switch from LPL Financial to Cetera to support a specific niche of clients. Ron Whittingham and Eric Burton discuss how the ease of doing business and family-oriented culture makes working together a great experience for financial professionals and ultimately their clients.

If you're seeking something more for your business, we're ready to help you find it. Start the conversation with our Business Development team today and learn how Cetera's personalized support and growth-focused strategies can empower you to pursue the future with confidence.

 

GET IN TOUCH

Advisor Story: Making the Switch to the Independent Model

Discover how Atlantic Investment Advisory Group made the switch from a wirehouse model to independence, making the move right in the middle of a pandemic. Previously feeling “put in a box,” independence has provided Marc and Creighton Stuckart the opportunity to make better decisions, keep their practice structure and streamline areas of the business, such as compliance.

If you're seeking something more for your business, we're ready to help you find it. Start the conversation with our Business Development team today and learn how Cetera's personalized support and growth-focused strategies can empower you to pursue the future with confidence.

 

GET IN TOUCH

Drop Us a Line

Looking to be part of something more? Get in touch to learn about the benefits of affiliating with Cetera and start taking the next steps to a stronger future.


Account Assistance

If you are a client of a Cetera-affiliated financial professional and need assistance with an existing account, please reach out to your financial professional directly. If you’re unable to reach them, use our direct support lines listed below.

Join the Community

If you’re a financial professional interested in learning more about affiliating with Cetera Financial Group, please complete the form.