“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, Cetera’s 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 Cetera’s mutual fund and ETF advisory program being named the Advisory Solutions Technology Innovation of the Year by the Money Management Institute.
Members of Cetera’s 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, Cetera’a national sales manager who will direct the expanded team, said in a statement. “With expanded levels of wealth management and product support we’ll be able to provide that consultation through the personal relationships that set our firm apart.”
