Who We Support

Our Regional Structure

We build and support high-performance teams through our regional structure. Rather than being bound by geographical constraints, each Cetera Advisor Networks region is defined by its unique value proposition to its advisors. Our Regional Directors are at the center of our unique business solutions, with home-office services tailored to meet the specific needs of each region. These directors are industry-leading entrepreneurs like you who have a well-defined business model, experience in mentoring and growing talent, and a long-term vision for their business. Cetera Advisor Networks provides the resources Regional Directors and their financial advisors need to deliver on their specific value proposition and strengthen their relationships with their clients.

How We Support You

RECRUITING EFFORTS

We work with key stakeholders within your region to help meet your growth objectives and deliver operational efficiencies through a wide variety of recruiting resources.

PRACTICE ACQUISITION

We not only have a robust financing program in place to assist with the acquisition, but we deliver expert guidance every step of the way—before, during and after a transaction.

SUCCESSION PLANNING

We can help you prepare a successor, execute your transition and create a plan for your practice to minimize disruption for your employees and clients. We can also help with continuity planning, practice valuation, and facilitating the transition.

OPERATIONS

From the operational efficiencies of enhanced technology to careful product due diligence, all our services to you and your team are scalable to your size and structure, customizable to your service model, and designed to build equity in your business.

Advisors

As a financial advisor, you need to be able to build your business more efficiently while still having the time and resources to forge a closer connection with your current clients. The experienced and highly specialized regional structure of Cetera Advisor Networks is designed to put a team of entrepreneurs behind you who understand what stage of your career you are at and how to advance you to the next one. Working with you locally through your region and drawing on the national support of the Cetera Advisor Networks home office, you'll receive the business planning support, training, technological support, products and services that will help ensure your growth.

OUR DIFFERENCES

MARKETING SUPPORT

Develop and oversee marketing communications and web strategy seamlessly using our Connect2Clients® platform.

BUSINESS DEVELOPMENT

Grow your practice by focusing on the five measures of business success using our Pentameter® tool.

WEALTH MANAGEMENT

Access our advisory and institutional-grade portfolio tools, education, and market research.

SERVICE AND SUPPORT

Streamline your workflow with our network of dedicated people, processes, and technology.

Institutions

For more than 25 years, Cetera Advisor Networks has provided a partnership that can help you build your investment program, while allowing you to focus on developing client relationships. Through our experienced, strategically located regional teams—each with a dedicated manager to assist with the daily operations of your program—our Financial Institution Division advises, trains and supports financial institution management and advisors to deliver the highest quality investment and insurance products and services to clients. Additionally, the national support of our home office helps your financial institution thrive.

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