Cetera Financial Group Offers

  • Explaining Your Move to Clients in 5 Simple Steps

    Switching firms can reignite connections with your best clients and even increase referrals. This step-by-step guide teaches you the best practices of top advisors on how to make the most of this conversation.

  • How to Use Social Media to Find New Clients

    This how-to guide, LinkedIn Social-Selling Secrets of Financial Advisors, will help you find ideal prospects; get face-to-face introductions to potential clients; craft a "voice" that resonates; and deliver marketing that people actually want.

  • How do Elite Teams Generate 2X More AUM?

    What can you do to ensure your team will be in the 17 % of teams that can call themselves elite? Find out in this complimentary white paper, Best Practices of Elite Teams.

  • Understanding Today's Affluent Investor

    Learn how to not only satisfy your most valuable clients, but turn them into raving fans. Download this insightful white paper, "Understanding Today's Affluent Investor: Managing Affluent Relationships" now.

  • Financial Advisor Transitions in 90 Days or Less

    Don’t let a transition disrupt your revenue stream or impact your clients. Learn about our commitment to bring 90% of your assets over in 90 days or less. Download our infographic now.

Contact Us

Cetera Financial Group
200 N. Sepulveda
Suite 1200
El Segundo, CA 90245