Cetera to Deliver Enhanced Support with Expansion of Advisory and Product Service Structure
Los Angeles, CA – Cetera Financial Group is expanding its advisory and product service organizations to enhance guidance, training and individualized support for its advisors. The expansion is highlighted by the addition of new advisory and product sales consultants and the re-engineering of advisor support regions, giving each consultant and sales manager more time to provide dedicated, in-person and virtual support.
“These expanded teams give our advisors even greater access to experts who can help them navigate the wide range of advisory solutions for their clients,” said Cetera’s Barnaby Grist, executive vice president, wealth management. “We had a great start to the year with our Mutual Fund/ETF advisory program being named Advisory Solutions Technology Innovation of the Year by the Money Management Institute. This is just the latest step in our commitment to delivering the most referable platform in the industry.”
Cetera’s advisory support team provides both in-the-field and virtual support for all aspects of an advisor’s fee-based business, spending time with each advisor, learning about their unique business needs and then providing personal guidance, training programs and one-on-one consultations. Cetera’s internal advisory consultants provide guidance on the technical, program and pricing aspects of fee-based business, in addition to offering expertise on implementation strategies and what marketing and practice management resources are available to advisors through Cetera.
The product service team offers convenient, expert guidance on the diverse product offerings available at Cetera. Through one-on-one consultations and online web conferences, sales solution specialists help advisors identify which products, tools and resources will provide the timeliest and most appropriate solutions for their clients.
Both newly expanded teams will be under the direction of Allison Couch, Cetera’s national sales manager.
“With the rapid changes in variable annuity and alternative investments, and the dramatically enhanced capability for fee-based business, advisors need support in navigating opportunities for them and their clients,” said Couch. “With expanded levels of wealth management and product support we’ll be able to provide that consultation through the personal relationships that set our firm apart.”
About Cetera Financial Group
Cetera Financial Group is one of the nation’s largest privately-held, independent broker-dealer and investment adviser families. It provides award-winning wealth management and advisory platforms, comprehensive broker-dealer and RIA services, and innovative technology for more than 6,500 independent financial professionals and more than 600 financial institutions nationwide. Through its four distinct firms, Financial Network Investment Corporation, Cetera Financial Specialists, LLC, Multi-Financial Securities Corporation and PrimeVest Financial Services Inc., Cetera offers the benefits of a large, established and well-capitalized broker-dealer, while serving advisors in a way that is customizable to their unique needs and aspirations. Cetera is committed to helping advisors grow their business and strengthen their relationships with clients. For more information, visit www.Cetera.com.
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