Our Differences

Put our actionable business development tools, turnkey marketing programs and award-winning wealth-management platform* to work for you.


The Connect2Clients (C2C) marketing portal allows you to seamlessly develop and oversee your ongoing personal communications and web strategy through email, greeting cards, website, smartphone apps and social media. The most technologically advanced marketing automation features are the foundation of this platform, which ensures that implementation is simple and scalable whether you are a single advisor or part of a team.


The Pentameter system and consulting process helps you assess and optimize your practice based on five critical measures of business success: business development, operational efficiency, human capital, business management and succession planning. Using the platform's targeted diagnostic evaluation, you can quickly and accurately gauge your practice's strengths and areas for improvement so you can develop comprehensive plans to help build your business.
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Wealth Management Education

Our comprehensive Wealth Management Education platform helps you refine your skills, engage with clients, and dramatically grow your business. Consisting of three series that can be taken separately or together in any order, our platform is modeled on how you work with clients—by understanding needs, developing strategies to address those needs, and implementing a course of action.
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Guided Retirement Solutions

Access the tools needed to optimize and grow your retirement plan business.
Contact one of our broker-dealers to learn more

*Cetera Financial Group named 2014 Advisory Solutions Sponsor Firm of the year by the Money Management Institute (MMI).

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