Cetera Financial Group’s Accesslink Program Achieves High Praise

Celebrating Accesslink's Achievement in Transition Support

Cetera Financial Group, the premier financial advisor Wealth Hub, has earned recognition for its Accesslink onboarding program, which has significantly impacted the integration experience of financial professionals. Launched in 2022, this program has continually pushed the boundaries of innovation in onboarding practices, making it a standard for the industry.

The Impact of Accesslink on Financial Professionals

"Transitioning to a new firm can be a daunting task for financial professionals, but with Accesslink, we ensure it becomes a progressive move in their careers,” stated Karen Cecilio, the head of integrations at Cetera. Her insights highlight the program's foundational goal of supporting advisors during significant career changes, affirming that the award for transition support is a testament to its effectiveness.

Since the program's inception, Accesslink has received exceptional feedback. Financial advisors have reported a high level of satisfaction during their transitions, as evidenced by record-breaking net promoter scores specifically linked to the program. With an impressive 72% of respondents indicating that Cetera exceeded their expectations, it is clear that Accesslink is transforming how advisors integrate into their new roles.

A Personalized and Streamlined Experience

What sets Accesslink apart from other onboarding programs is its commitment to personalization and flexibility. Under the direction of Jamie Baker, the head of onboarding services, the program adapts continuously to incorporate feedback from advisors. This ensures that the unique needs of each professional are met, allowing them to maintain control over their onboarding journey.

Technology at the Forefront

The integration of technology within Accesslink allows for effective planning that streamlines the transition process. This forward-thinking approach enables advisors to migrate their businesses to Cetera efficiently and with confidence. As the program reaches its third year, its success story continues to unfold, welcoming new advisors into the Cetera family and elevating their onboarding experiences.

The Wealthies Awards Significance

The 2024 Wealthies Awards, celebrating a decade of recognizing excellence in the wealth management industry, honored Cetera Financial Group among other notable finalists. This annual ceremony acknowledges organizations that empower financial advisors to enhance their business operations and foster positive client outcomes.

Cetera’s recognition in the transition support category speaks volumes about the diligent efforts made to cultivate an environment where financial professionals can thrive. The firm aims to continue this high level of engagement and service to ensure seamless transitions.

About Cetera Financial Group

Cetera Financial Group provides a comprehensive Wealth Hub for independent financial advisors and institutions, offering innovative solutions and resources critical for growth. The company operates under Cetera Holdings, instructing financial professionals on scaling their businesses and implementing effective succession plans.

Currently, Cetera boasts over 12,000 financial professionals overseeing more than $521 billion in assets under administration and $224 billion in assets under management. The impressive statistics reflect the firm’s strong reputation and commitment to advisor satisfaction, which has reached a stellar ranking of 4.8 out of 5 stars based on nearly 35,000 advisor reviews.

Frequently Asked Questions

What is the Accesslink onboarding program?

The Accesslink onboarding program is a unique initiative by Cetera Financial Group designed to assist financial professionals in their transition to Cetera, providing a seamless onboarding experience.

When was Accesslink launched?

The Accesslink program was launched in 2022 and has since transformed onboarding for financial professionals joining Cetera.

What recognition did Accesslink receive?

Accesslink won the 2024 Wealth Management Industry Award for Transition Support, showcasing its effectiveness in empowering financial professionals during their transitions.

How has advisor feedback influenced Accesslink?

Advisor feedback has been instrumental in evolving Accesslink, ensuring the program meets the changing needs of financial professionals through continuous improvement.

What is Cetera's approach to advisor transition?

Cetera focuses on personalized and streamlined transition experiences, utilizing technology and customized planning to ensure financial professionals can move their businesses efficiently and effectively.

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