Cetera Financial Group’s Post

How can Cetera Financial Group help you and your practice?

The work we do helping clients realize their dreams matters. So does the way we do it. So, we're incredibly proud that Edward Jones has been named to the 2023 list of Fortune's Best Workplaces in Financial Services & Insurance®️. This demonstrates one more way we're living our purpose of making a positive impact for our clients, colleagues and communities. https://bit.ly/3uTUfvS

The work we do helping clients realize their dreams matters. So does the way we do it. So, we're incredibly proud that Edward Jones has been named to the 2023 list of Fortune's Best Workplaces in Financial Services & Insurance®️. This demonstrates one more way we're living our purpose of making a positive impact for our clients, colleagues and communities. https://bit.ly/3tgcTxE

The work we do helping clients realize their dreams matters. So does the way we do it. So, we're incredibly proud that Edward Jones has been named to the 2023 list of Fortune's Best Workplaces in Financial Services & Insurance®️. This demonstrates one more way we're living our purpose of making a positive impact for our clients, colleagues and communities. https://bit.ly/3sEQrOr

Welcome to Concurrent you are going to love the WPA team! I’m excited to be working with Mark again, better know as “Woody”!! I’ve been talking with Mark since joining Concurrent, he too has seen the industry trends shift to a supported RIA model. Allowing advisors to find true independence, freeing them of the confines found in the IBD space. The traditional IBD space often limits advisors to an antiquated tech platform, reduced product offering, singular lending and custodial options. Makes you wonder why it’s called Independence.

We had the pleasure of having Catherine J. Williams, Head of Practice Management at Dimensional Fund Advisors, join us at our Business Builders Academy™ last week. Dimensional’s Global Advisor Study is an incredible resource for advisors and it’s always great to learn more about what high-performing firms are doing. Lauren Kaufman Ray Sclafani #wealthmanagement #financialservices #womeninwealth #financialadvisor #financialplanning

We’re proud that many large firms recognize the Certified Kingdom Advisor® designation, including Ameriprise, LPL Financial, Edward Jones, Raymond James, Morgan Stanley, Thrivent, Cetera Financial Group, Mass Mutual, and numerous others. The business case to support financial advisors who lean into their faith and engage Christian clients is compelling. More Christian financial advisors can now leverage this powerful designation and bring their authentic selves to work. #KingdomAdvisors #CKA® #FinancialAdvisors #FinancialServicesFirms

Check out this recap of Sidley's 10th Annual Private Funds conference with some insights from colleagues and clients. #SidleyPrivateFunds

In a time of rapid consolidation and accelerating dominance by the giants of wealth management’s independent brokerage channel, the so-called small or midsize firms seem quaint. For FP’s annual IBD Elite study of the independent brokerage channel of the wealth management industry, here’s a deep exploration of the myth of big versus small, with insights from Stephen Langlois of Kestra Financial, Rita Robbins of Affiliated Advisors, Tom Prescott of Advisory Services Network, Jodie Papike Sladavic of Cross-Search and William Hamm, CFA, CFP, CLU of Independent Financial Partners. #wealthmanagement #financialadvisors #growthstrategy

Many firms talk about the word CULTURE only when asked, we live it each and every day. Our recent JD POWER #1 Ranking for Employee Advisor Satisfaction, is a recent testament. Please read the attached article to gain additional insight into our firms leadership and see how your current firm stacks up. Feel free to reach out to me in confidence and experience the STIFEL DIFFERENCE!