Make the Right Move
Change is never easy, whether you’re a solo practitioner, small team, or established firm. It may involve giving up an association with a large brand, overcoming concerns about losing clients, or doing business in new ways. Then there are a host of other challenges to deal with, like transferring client assets, and training your people in new processes.
We understand that the one way to move without regret is to ensure you’re making the right move. WestStar and Cetera’s approach is designed to confirm whether we’re a great fit for each other or not: after all, only when you succeed can we excel.
CONSULTATIVE CONVERSATIONS & PROCESSES
We collaborate with you in the process so you feel supported, connected, and heard. We take the time to get to know you, your business, and your ambitions, and ensure you get to know the same about us.
Managed expectations are an important part of successful partnerships, and because you can’t manage what you can’t measure, our due diligence processes allow us to build you an offer and establish real confidence in a progressive and mutually rewarding partnership.
Jim McMahon – Senior Recruiter, Cetera Financial Group
You’ll get to work with WestStar Group CEO, Sam Gullette, and Jim McMahon, Cetera Financial Group’s Senior Recruiter.
Jim is an industry veteran whose breadth of experience includes being Vice President of Business Development at Kestra, Regional Director at Ameriprise, Branch Manager at Raymond James, Complex Manager at Morgan Stanley, and Associate Vice President at Merrill Lynch.
Jim has successfully identified, selected, and placed more than 200 advisors and firms over his recruitment career, but his onboarding experience goes deeper than that. Before joining the Financial Services Industry, Jim spent nearly nine years as a Naval Aviator, Mission Commander, and Instructor Pilot in the U.S. Navy.
ONBOARDING & INTEGRATION
As you onboard with WestStar and Cetera, you’ll benefit from our wealth of experience in assisting financial professionals to move efficiently and start strong. You’ll work with a dedicated Transition Relationship Manager who will design a plan that ensures minimal disruption to your day-to-day operations.
Both WestStar and Cetera have significant experience in supporting advisors and groups in their transitions. Cetera has supported around 8,000 independent financial professionals, including solo practitioners, teams, and ensemble organizations.
Like any transformative process, transitioning is meant to change lives, and you can expect to receive over 300 hours of true support from Cetera and WestStar. That’s over $23,500 worth of time invested in joining forces and setting up a mutually rewarding partnership.
