To help its advisors grow their businesses, Cetera Financial Group is bringing on a fleet of new advisory and product sales consultants. The added manpower is intended to give each consultant and sales manager more time to provide in-person and virtual support to advisors as the firm re-engineers its advisor support regions, according to Cetera.
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, Barnaby Grist, Ceteras executive vice president of wealth management, said in a statement. This is just the latest step in our commitment to delivering the most referable platform in the industry.
The upped investment in sales comes on the heels, earlier this year, of Ceteras mutual fund and ETF advisory program being named the Advisory Solutions Technology Innovation of the Year by the Money Management Institute.
Members of Ceteras advisory support team spend time with each advisor, learning about their unique business needs and then providing personal guidance, training programs and one-on-one consultations to help with their fee-based business, according to the firm. They provide guidance on the technical, program and pricing aspects of fee-based business, in addition to offering expertise on implementation strategies and the range of marketing and practice management resources currently available to advisors through Cetera.
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, Allison Couch, Ceteraa national sales manager who will direct the expanded team, said in a statement. With expanded levels of wealth management and product support well be able to provide that consultation through the personal relationships that set our firm apart.