Accesslink’s Recognition in Transition Support
Cetera Financial Group, the Wealth Hub for financial advisors, has earned recognition for Accesslink—its onboarding program built to make moving to a new firm simpler, faster, and less stressful. Launched in 2022, Accesslink has steadily refined how transitions happen, turning what’s often a heavy lift into a guided process that feels manageable from day one.
How Accesslink Changes the Transition for Advisors
“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,” said Karen Cecilio, head of integrations at Cetera. The program’s core aim is clear: support advisors through a major career change so they can focus on clients and momentum, not paperwork and guesswork. The recognition for transition support reflects how well that promise holds up in practice.
Since launch, feedback has been notably strong. Advisors report a smoother experience and, importantly, greater confidence during the changeover. Record net promoter scores tied directly to the program back this up. And 72% of respondents said Cetera exceeded their expectations—an indicator that the transition, not just the destination, is working.
A Transition Built Around Each Advisor
Accesslink’s edge is its focus on personalization and flexibility. Led by Jamie Baker, head of onboarding services, the team continually folds advisor feedback into the process. Expectations vary—books of business differ, staff roles differ, timelines differ—so the program gives advisors control over how their onboarding unfolds while still offering a clear path forward.
Technology That Clears the Path
Technology sits at the center of how Accesslink plans and executes a move. The tools and workflow help advisors map each step, set the pace, and track progress, which reduces friction and delays. That combination—planning plus visibility—lets advisors migrate their businesses to Cetera efficiently and with confidence. Now in its third year, Accesslink continues to welcome new advisors and raise the bar on what a transition can feel like.
Why the Wealthies Awards Matter
The 2024 Wealthies Awards marked ten years of recognizing excellence across wealth management. Cetera Financial Group was honored alongside other notable finalists, a nod to firms that help advisors strengthen their practices and improve client outcomes. The ceremony highlights one thing: tools that truly support advisors—especially during a move—can have a lasting effect on the business and the people it serves.
Cetera’s recognition in the transition support category underscores a broader commitment to giving financial professionals the structure and attention they need to thrive. The firm’s goal is straightforward—sustain the high-touch approach that makes transitions feel seamless, from planning to full integration.
About Cetera Financial Group
Cetera Financial Group provides a comprehensive Wealth Hub for independent financial advisors and institutions, offering solutions and resources that support growth. As part of Cetera Holdings, the firm helps financial professionals scale their businesses and put effective succession plans in place.
Today, more than 12,000 financial professionals are affiliated with Cetera, overseeing over $521 billion in assets under administration and $224 billion in assets under management. Advisor satisfaction remains a focus point, reflected in a 4.8 out of 5 rating based on nearly 35,000 advisor reviews. The throughline is steady: support the advisor so the advisor can support the client.
Frequently Asked Questions
What is the Accesslink onboarding program?
Accesslink is Cetera Financial Group’s onboarding program designed to guide financial professionals as they transition to Cetera. It focuses on planning, communication, and a step-by-step path so advisors can move their businesses with clarity and control.
When was Accesslink launched?
Accesslink launched in 2022. Since then, the program has continued to evolve through advisor feedback and ongoing process improvements.
What recognition did Accesslink receive?
Accesslink won the 2024 Wealth Management Industry Award for Transition Support. The recognition highlights its effectiveness in helping advisors navigate firm changes with fewer hurdles and stronger outcomes.
How has advisor feedback influenced Accesslink?
Advisor feedback directly shapes the program. Under the direction of the onboarding team, Accesslink incorporates suggestions and real-world lessons to refine timelines, workflows, and communications so the experience fits each advisor’s needs.
What is Cetera’s approach to advisor transition?
Cetera emphasizes a personalized, streamlined transition backed by technology and careful planning. The aim is simple: make it easier for advisors to migrate their businesses efficiently, keep clients informed, and get back to growth quickly.
