We’re Uniquely Qualified—Just Like You
Your tax background gives you unique qualifications as a financial advisor. Our focus on helping tax and accounting professionals build their wealth management practice makes us uniquely qualified to help you.
FOCUSED ON BUSINESSES LIKE YOURS
We are the leading growth consultant for tax and accounting professionals and CPA firms integrating wealth management into their practices. Together, we create a personalized road map for our advisors and their clients.
Tax & Advisor Insights provides specialized advice, news and must-knows for accounting and financial planners.
Equity Investing Across Cycles
How economic cycles impact equity investing and which mutual funds to use for each part
Inside the Minds of Wealthy Women
What advisors need to know to attract and retain wealthy women.
How to Develop Loyal Affluent Clients
What are the key factors that make an affluent client want to commit to a financial advisor?
What Do Millennials Expect From Financial Advisors?
Do you have the correct processes and systems in place to attract, retain and serve millennials?
Establishing Enduring Relationships
5 steps to building long-lasting relationships with both members of a couple.
Marketing Made Simple
An easy guide to promoting your business.
Connecting Across The Ages
Millennials to inherit $41 trillion—will you inherit any?
A View from the Top
Make your wealth management program more profitable.
Your Wealth Management Practice
1 in 4 CPAs offer wealth management services.
The Road to Expansion
Is wealth management the missing piece of your growth puzzle?
Teaching Kids About Financial Responsibility
7 steps to help your clients teach their children about money.
Hiring A Junior Advisor - Made Simple
Is it time to consider hiring a junior advisor?
Building a Bridge to Greater Success
Expand with wealth management services.
See what makes affluent clients stick around.
Best Practices of Elite Teams
How they generate 2X more Assets Under Management (AUM).
As the premier independent broker-dealer focused on building the practices of independent tax and accounting professionals like you, Cetera Financial Specialists has a unique perspective on what it takes to help you thrive in today's ultra-competitive marketplace. We deliver the technology, insight, support and expertise you need not only to provide the highest level of service to your clients, but also to help you build the business you want and achieve your vision of success.