Our Differences

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

Marketing Support

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.

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Business Development

The Pentameter® system and consulting process helps you assess and optimize your business 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 of improvement so you can develop comprehensive business plans that will help build your practice.

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Wealth Management

With our robust investment research, integrated financial planning tools, and leading advisory platform, we can help position you as the source of trusted, unbiased wealth management advice.

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Service and Support

Our dedicated teams take the time to understand your unique goals by forming strong relationships with you and your staff. From the affiliation process to your tenure with our firm and everything in between, our network of dedicated people, proven processes and state-of-the-art technology assist you in day-to-day operations so you can spend more time focusing on your clients.

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Professional Development

Growth of your business goes hand in hand with your professional growth. Our regional and national programs give you direct access to our senior executives and strategic partners as well as some of the top minds in the industry. You will also tap into the experience and support of those with a unique perspective on your practice—your peers.

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Retirement Solutions

We offer a suite of unparalleled resources to help you develop, promote and manage your retirement plan business. From online resources to help you identify retirement plan opportunities and grow your practice to our in-house team of retirement practice consultants and our affiliated third-party administrator, we offer multiple services that support your retirement plan business.

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Advisor Testimonial

I set out to reach $100 million in assets under management for my firm. Their advisory service platform gave me the best tools to build the right investment portfolios for my clientele and reach my goal.

Nick Pascarella Denville, NJ, Joined 1989

*Cetera Financial Group was selected as the 2014 Advisory Solutions Sponsor Firm of the Year by the members of the Money Management Institute.


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