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BROKER–DEALERS: 1,000 Advisors or More Practice Management
CETERA FINANCIAL GROUP
Growth360
Growth360 provides an unparalleled growth enablement platform utilizing an opportunity- based approach to advisor growth. The program enables all levels of advisors through key success opportunities (“what” the advisors wants or needs) to help them grow like Cetera’s fastest growing advisors. Cetera aligns advisors with Growth Officers (accountability partners) and automates step-by-step roadmaps that directly connect that advisor with the resources needed to fulfill their current growth objectives. For advisors seeking help identifying their major growth objectives, Cetera’s
integrated assessment provides three top growth opportunities. The enablement experience is available on-demand via a dashboard powered by Cetera’s partnership with Actifi. Growth360 provides Growth Officers and all executives with salesforce-integrated management dashboards to ensure advisors are fully supported, creating an effective bridge between resources and advisor success.
An at-scale wealth hub, Cetera offers financial professionals and institutions the latest solutions, support, and services. Breaking away from a commoditized and homogenous IBD model, Cetera creatively addresses advisors’ unique needs, whether they are seeking to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as banks and credit unions, providing an established and repeatable blueprint for scalable growth. Cetera’s approach empowers advisors to affiliate in whichever way they deem most appropriate. Cetera delivers holistic, unbiased financial planning and advice to Main Street investors, helping them achieve their version of financial wellbeing at all life stages. For financial professionals, Cetera provides growth and succession resources, an enhanced tech stack and importantly, an experience where financial professionals don’t feel like a number, but an integral part of Cetera’s rich and thriving ecosystem.
www.cetera.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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