Develop your skillset through intensive, multi-day classes with top industry educators, where you’ll learn to address the unique needs of affluent investors, create strategies for practice management challenges, and acquire more affluent clients. Opportunities are also available to build upon your designations in specific
business management areas:
Connect is one of the industry’ s largest and most prominent gathering. Designed in partnership with representatives from each of Cetera’s member firms, the purpose of the event is to bring industry leaders together to redefine and transform the client-advisor relationship in an era of technological innovation, operational disruption and profound demographic shifts.
Accelerate your business growth and connect with your peers at these one-day meetings featuring keynote speakers, innovative business strategies and peer roundtables.
This popular series showcases “real world” situations and problems your clients and prospects may face, while offering real-life solutions you can leverage to help those clients achieve their goals. These informative webinars should reduce the time you need to spend on research while creating new opportunities.
We understand that behind most successful organizations are great associates and employees there to support your business. We offer multiple opportunities throughout the year for your administrative professionals to become better. These include: