Cetera Launches Industry-First, Adviser AUA ‘Growth Guarantee’

Cetera Financial Group launched an industry-first with the “Cetera Growth Guarantee.” Cetera’s Growth Guarantee promises that newly affiliated financial advisers and institutions participating in the GrowthLine program, a component of the Growth360 suite of tools, will grow their assets under administration at least 38% faster or their affiliation fees will be refunded.

“Since the launch of our Growth360 program in 2021, Cetera has proven its ability to meaningfully grow adviser practices with tools and offerings that focus holistically on driving organic growth,” said Adam Antoniades, chief executive officer of Cetera Financial Group. “Three years later, we are committed and confident in Cetera’s ability to help advisers grow their business faster than they would anywhere else in the industry.”

The Growth Guarantee is a promise born out of Cetera’s GrowthLine program, an offering within Growth360. GrowthLine delivers a holistic sales and marketing transformation for advisers designed to drive maximum customer lifetime value. GrowthLine provides a customized and integrated growth plan that integrates a powerful combination of data, segmentation, AI and technology, paired with full-service marketing strategy, planning, and execution. GrowthLine successfully elevates an adviser’s business holistically to drive organic growth, providing search engine optimization, new website design and delivery, and marketing strategy, planning, and messaging to clearly articulate an adviser’s business and value proposition.

The GrowthLine program, which is available to all Cetera advisers and valued at more than $150,000 in services, has served more than 1,000 advisers with a proven track record of outpacing the growth of other advisers by significant measures year-over-year on a market-adjusted basis. Growth360 provides a proven methodology to quickly assess an adviser’s business and identify the best growth opportunities.

“While other firms offer growth resources for advisers, too often they don’t accurately measure success, make unsubstantiated claims and entail a financial cost outside of an adviser’s affiliation fees, which is not the case at Cetera,” said Antoniades. For financial professionals seeking a quantitative, sophisticated, and strategic approach to business growth, a Cetera affiliation is the way to go to achieve their goals in 2024 and beyond.”

Cetera’s Growth Guarantee comes at a time when advisers are increasingly focused on new client acquisition and digital marketing. Mandy advisers continue to enhance their digital presence, in part to gain visibility among younger investors, according to Cerulli data.

Cetera Financial Group serves more than 12,000 independent financial professionals and their teams, including tax professionals, banks, and credit unions in providing financial planning and wealth management services. Cetera oversees more than $475 billion in assets under administration and $190 billion in assets under management, as of Dec. 20, 2023.

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