Cetera Financial Group has announced the launch of its Advisor Alignment program, which offers expanded engagement opportunities, as well as investment in advisor growth through two types of loans and an equity value participation framework.
As part of its enhanced advisor engagement strategy, Cetera has taken the next step on existing advisor shared services councils in six departments, formalizing them into new enterprise action committees: Marketing, Communication and Events; Risk and Advocacy; Technology & Innovation; Advisor Growth; Service & Operational Excellence; and Advisor Lifecycle Planning and Diversity.
Each committee is composed of two chairs and an implementation manager from its respective department, as well as 6 to 12 advisors who serve for a two-year tenure.
Advisors will also participate in Cetera’s enterprise-level Advisor Engagement Council, chaired by Robert “RJ” Moore, CEO of Cetera; the council includes meetings with the board of directors at least twice a year. Advisor councils and committees provide advisors with a seat at the table for strategic decision-making.