Inside Cetera’s New Service Model: A Conversation with President Todd Mackay
Amidst today’s dynamic landscape, advisors need more than just support; they need a strategic partner dedicated to their growth and success. Discover how Cetera is reshaping advisor service with its innovative “Growth Journey” and proprietary “Growth 360” methodology, which focuses on quickly identifying the best growth opportunities. 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...