Dedicated Business & Succession Planning
Committed to making your business a priority, our expertise in various financial services helps plan for your current, future and business transfer needs. Our dedicated approach anticipates opportunities and setbacks that could affect growth, including tax strategies and succession plans. We’ll set clear objectives and identify key target markets and trends to help you achieve long-term financial success.
Objective Research & Informative Commentary
The Cetera Research team provides valuable insight and investment perspectives from experienced advisors, including Monthly Market Monitor and Quarterly Recap Reports. They’re fully committed to providing in-depth planning so you can spend less time researching. Most of the team’s resources can be customized to use directly with clients and keep you current with the latest trends.
Helpful Education & Training for Your Practice
Business and professional growth go hand-in-hand. Our regional and national programs offer direct access to some of the industry’s most powerful leaders and minds. You'll gain a unique perspective on your practice with support that includes OSJ training, business consulting, SmartWorks® Learning Center, Wealth Management University, topic-specific calls and webcasts, and more.
Innovative Technology
SmartWorks,® can streamline your workflow and operations for maximum productivity, and the My Advice Architect® which lets you manage each step of the investment process in one place to help increase your profits. There’s also Decipher™, our client discovery tool that offers more personalized client investment strategies and planning in order to connect with each individual on a deeper level.
Advanced Business Planning
Through our partnership with Cetera, you will have access to the Advanced Planning Group to help navigate sophisticated financial issues. Our experienced consultants will help develop your custom business plan and adjust it as needed. From practice optimization, to continuity and succession planning, the team serves as your personal accountability partner to drive profitability.
Retirement Plan Consulting
Build a world-class retirement plan with our comprehensive retirement resources to keep your business competitive. We offer expertise and oversight to keep your plan updated despite market volatility and changing regulations. You'll always have access to resources to successfully manage and grow your retirement plan business and help clients work towards a more confident future.