Onboarding program launched in 2022 continues
industry leadership in integrating financial professionals to
Cetera
SAN
DIEGO, Sept. 10, 2024 /PRNewswire/ -- Cetera
Financial Group (Cetera), the premier financial advisor Wealth
Hub, announced today that its Accesslink onboarding program won the
2024 Wealth Management Industry Award for Transition Support.
Cetera accepted the award alongside other finalists during a
ceremony at the Ziegfeld Ballroom in New
York City on Sept. 5,
2024.
"Changing firms is a big step in any financial professional's
career and with Accesslink, we help ensure it's a big step
forward," said Karen Cecilio, head
of integrations at Cetera. "We are proud to accept the 2024
"Wealthie" for transition support and appreciate this validation of
the positive impact Accesslink continues to make. We look forward
to welcoming new financial professionals from across the industry
to the Cetera family and exceeding their onboarding expectations
with Accesslink."
Since its inception in 2022, Accesslink has redefined the
onboarding and integration experience for financial professionals
joining Cetera. Cetera's expert onboarding team, led by
director of onboarding services Jamie
Baker, continuously evolves Accesslink to incorporate
advisor feedback and changing needs. Cetera's net promoter scores
specific to transitions have reached record highs since the program
was implemented, with 72% of respondents indicating that Cetera met
or exceeded their expectations. Now in its third year, Accesslink
provides a personalized, seamless transition that keeps advisors in
control of their onboarding journey. Accesslink combines technology
and customized transition planning to deliver a streamlined
experience that focuses on moving advisors' businesses to Cetera as
effectively and efficiently as possible.
Now in its 10th year, "The Wealthies," WealthManagement.com's
annual awards program, honors the individuals, organizations and
companies that help financial advisors build better businesses and
create better outcomes for their clients.
Visit www.cetera.com for more information.
About Cetera Financial Group®
Cetera Financial Group, which is owned by Cetera Holdings
(collectively Cetera), is the premier financial advisor Wealth Hub
where financial advisors and institutions optimize their control
and value creation. Breaking away from a commoditized and
homogenous IBD model, Cetera offers financial professionals and
institutions the latest solutions, support, and services to grow,
scale, or transition with a merger, sale, investment, or succession
plan. Cetera proudly serves independent financial advisors, tax
professionals, licensed administrators, large enterprises, as well
as institutions, such as banks and credit unions, providing an
established and repeatable blueprint for scalable growth.
Home to approximately 12,000 financial professionals and their
teams, Cetera oversees more than $521
billion in assets under administration and $224 billion in assets under management, as of
June 30, 2024. In a recent advisor
satisfaction survey of nearly 35,000 reviews, Cetera's Voice of
Customer (VoC) program vigorously measures advisor experience and
satisfaction 24/7. Currently, it's ranked 4.8 out of 5
stars.
Visit www.cetera.com, and follow Cetera on LinkedIn, YouTube, X
and Facebook.
"Cetera Financial Group" refers to the network of independent
retail firms encompassing, among others, Cetera Investment Advisers
LLC, a registered investment adviser, and the following FINRA/SIPC
members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera
Investment Services LLC (marketed as Cetera Financial Institutions
or Cetera Investors), and Cetera Financial Specialists LLC. Located
at: 655 W. Broadway, 11th Floor, San
Diego, CA 92101.
*The WealthManagement.com Industry Awards program recognizes
outstanding organizations and individuals that support financial
advisor success. Listing in this publication and/or award is not a
guarantee of future investment success. This recognition should not
be construed as an endorsement of the advisor by any client. No
compensation was provided directly or indirectly by the recipient
for participation or in connection with obtaining or using the
third-party rating or award.
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SOURCE Cetera Financial Group