Cetera Shows How Advisors Can Leave a Charitable Footprint
Think Advisor recognized Cetera Financial Group as part of the Luminaries Class of 2022 in the categories of Executive Leadership and Community Impact.…
Think Advisor recognized Cetera Financial Group as part of the Luminaries Class of 2022 in the categories of Executive Leadership and Community Impact. Over the last decade, Cetera, through its Caring Cetera program, has raised nearly $2 million for various causes in the areas that the company serves. Elisa Del Valle, Managing Director for Advisor Experience at Cetera, and Prosperity Advisors CEO Paul Ewing explain how this program has worked over the last 10 years.
Three Key Takeaways:
- How programs like Caring Cetera can have an impact on the financial advisor industry and the communities that they serve;
- Why investing in philanthropy helps financial advisors firm grow their business and recruit talent;
- How charity in the community can help strengthen client relationships.
To hear more of this conversation between Del Valle, Ewing and moderator Roger Wohlner, press play.