You’ll get to focus on helping your clients address their goals while we help you build a support team that you can trust.

  • You can access specialist staff including receptionists, operations staff, new account specialists, insurance specialists, marketing specialists, cold callers, financial planners, and IT staff.
  • We provide back-office support that ranges from training to actual input of data and performance of back-office functions.
  • We provide onsite administrative transition assistance to help you prepare to transition clients from their former broker-dealer.

We are your concierge to connect with the best resources Cetera has to offer.  Also, we believe in a surround-sound approach, connecting your admin staff with other experienced and knowledgeable admin staff throughout our network.