Inside Cetera’s New Service Model: A Conversation with President Todd Mackay

Join Cetera Wealth Management President, Todd Mackay, for an inside look at what it takes to provide advisors with faster service, deeper consulting, and a personalized experience supporting each advisor’s unique business goals. Mackay will share the strategy behind re-aligning advisor-facing teams and what it means for advisors’ business.

We will delve into the core components of Cetera's approach, including the Regional Growth Team (RGT) consultative approach, designed to provide a personalized journey for every financial professional.

Attend this webcast and you'll learn:

• How the proprietary "Growth 360" methodology works to rapidly assess your practice and pinpoint prime growth avenues.
• Insights into the Regional Growth Team (RGT) approach and how it delivers personalized, consultative support.
• The strategic thinking behind Cetera's realignment of advisor-facing teams to enhance service speed and consulting depth.
• How these changes translate into tangible benefits and a competitive edge for your advisory business.

Don't miss this chance to hear from Cetera’s key leaders about the future of personalized advisor service and support.

Speakers:

Scott Ferguson | ThinkAdvisor Contributor | Touchpoint Markets
Scott Ferguson is the Director of Custom and Marketing Content for ThinkAdvisor's parent company, Touchpoint Markets. Before joining Touchpoint Markets, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as a staff writer at both the Herald News and the Asbury Park Press.

Todd Mackay | President | Cetera Wealth Management
Todd Mackay became President of Cetera Wealth Management in January 2025 and also serves as a member of Cetera’s Management Committee. Prior to his current role, Mackay served as President of Cetera Solutions where he focused on Cetera’s growth across various business lines with oversight for all digital products and investment products, platforms and solutions for financial professionals and end-clients.

Prior to his tenure with Cetera, Todd led the acquisition of HD Vest, a business he subsequently led, and directed the strategy and execution of the acquisitions of 1st Global and HK Financial Services (now Avantax Planning Partners℠), collectively creating one of the largest wealth management firms focused on tax professionals and their wealth management practices. Subsequently, Todd led the business as President of Avantax Wealth Management until its sale to Cetera.

Todd has spent his entire career focusing on growing businesses within the wealth management and financial technology industries. Prior to Avantax, he led and founded several emerging financial services businesses. He served as a long-term executive for E*TRADE Financial, and during his tenure drove the company’s Asian Broker Dealer businesses, including India’s second-largest independent broker dealer. Additionally, he led the company’s RIA business focused on acquiring and growing independent RIAs across the country.

He has held other leadership roles throughout his career, including corporate treasurer, EVP of Corporate Strategy and Development and Investor Relations, and has served on both private and public company boards within the wealth management, broker-dealer, and financial technology industries.

Todd received an A.B. from Princeton University in economics with an emphasis in mathematics.

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About Cetera Financial Group: “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA / SIPC. Located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Cetera firms are under separate ownership from any other named entity.