Cetera Financial Group launches truth campaign. The campaign is based on the principle of human psychology known in behavioral finance as loss aversion. As an advisor contemplates a transition, the following questions almost always crop up: Will clients follow me? What kind of support will I get to efficiently move my business?
Cetera Advisors welcomes Patrick Cleary as the firm’s Central Region director of new business development.
Building on the success of its award-winning advisory program and technology platform, Cetera Financial Group has launched Premier Portfolio Management. The new advisor-directed program supports tactical management and proactive rebalancing across a wide range of account sizes.
Cetera Advisors announces the addition of Arthur Aybar to its new business development team. Aybar’s hiring follows the November 2012 appointment of David Bombart as Cetera Advisors’ director of new business development and further expands the company’s recruiting efforts.
One of the most valuable marketing tactics available to advisors may be the most overlooked, according to a study from Cetera Financial Group and Business Health, an internationally recognized practice management consulting firm. Cetera’s whitepaper explores the service-model benefits that can come from surveying clients.
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