In a press release, Cetera Financial Group announced that it welcomes a string of new affiliations who have come to Cetera in the last few weeks, managing over $650M in client brokerage and advisory assets.
Cetera offers advisors a service framework that is tailored to their specific business orientation and needs.
A high-touch, personalized level of support was cited by many advisors as a key reason for their decision to affiliate with Cetera.
Other influencing factors included a strong technology offering and roadmap; and a new Advisor Alignment program that not only provides an opportunity to influence strategy, but also offers a loan and equity value participation program to drive growth.
Joseph Polsinelli, Financial Advisor with Cetera Financial Specialists said, "I left Cetera but once I moved, I realized that my experience was night and day compared to all that Cetera has to offer. At Cetera, the service I receive is very personalized and my relationship team provides me with exceptional hands- on consulting to support the growth of my business."
Shanna J. Kehoe, Sr. Wealth Advisor, Personal CFO, at Diamond Wealth Management, said, "In my transition to First Allied [a Cetera firm], I have been delighted with the support provided by the leadership team and everyone associated with the organization. The chain of command has been easily accessible in every aspect. The culture is amazing. It is the environment I was seeking for me and my clients. Since transitioning, my business has grown substantially thanks to the support of everyone around me."
Adam Antoniades, President of Cetera, said, "This is a pivotal moment in our profession with the demand and need for financial advice greater than ever. We are committed to enabling advisors with the capabilities to consistently provide a high-caliber, Advice-Centric Experience for clients. We welcome all the new affiliations and look forward to supporting them with tailored support, technology, resources and consulting that is unmatched in this profession."
