We listen to the needs and concerns of our advisors and their staff, and custom-tailor events designed to share best practices and elevate capabilities.  You’ll stay on top of regulations, investment strategies, and hot topics in the industry.

WestStar also hosts an annual Best Practices Symposium designed to bring everyone together to network and help each other grow. You’ll see what other network advisors are doing, and learn from them directly.

  • Group Meetings for CE and Training. We provide many group meetings to obtain continuing education credits and recurrent training in products, programs, processes, and procedures.
  • Admin Professionals Best Practices Meetings. Your staff is encouraged to attend and participate in our retreats and best-practices meetings, where specialists from Cetera lead training sessions.