Our Differences

Take our actionable business development tools, turn-key marketing programs, and award-winning wealth-management platform*, and put them to work for you.

Dedicated Support

Providing you with the resources needed to reach new heights, our field support structure provides you with the help to run your practice efficiently, assistance in navigating product offerings and client support through one-on-one consultations. No matter where you are, your dedicated Regional Planning Specialist is out in the field and ready to work with you directly to help build your business and achieve your wealth management goals. In addition to field support, you are assigned an Internal Planning Specialist to assist in the growth of your practice.

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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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Practice Management

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 practices' 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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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.


*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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