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BROKER–DEALERS: 1,000 Advisors or More Transition Support
CETERA FINANCIAL GROUP
Accesslink
Changing firms is a big step in any financial professional’s career. If not properly planned, supported and executed, a poor onboarding experience can jeopardize client relationships and cost advisors valuable time, energy and effort. Cetera’s onboarding team continues to lead transformational change to successfully onboard new advisors. Now in its
second year, Cetera’s industry-leading onboarding experience – Accesslink – is constantly evolving to deliver an innovative approach to onboarding and integration. Accesslink combines technology and customized transition planning to deliver a streamlined experience that focuses on moving advisors’ businesses to Cetera most effectively and efficiently.
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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