Date: 10.18.13

Cetera Expands Connect2Clients, Enhancing Advisors’ Ability to Surprise and Delight Clients

Los Angeles, CA – Cetera Financial Group has expanded its Connect2Clients® advisor marketing and social media platform, adding Cetera Web Tools and a comprehensive business coaching program. Connect2Clients is a unique program that allows advisors to create, customize, and implement marketing communications campaigns using a vast content library and the ability to schedule and automate a variety of tactics.

“Our Connect2Clients platform has had a significant impact on our advisors’ ability to communicate more efficiently and effectively with their clients and prospects through email, direct mail or even social media,” said Susan Theder, chief marketing officer at Cetera Financial Group. “Advisors have received very positive feedback from their clients who enjoy the more frequent and personalized communications, and it has also led to many new introductions. Now, with these enhancements, advisors will be better positioned to differentiate themselves and deliver a wow experience for current and potential clients.”

Cetera Web Tools

Cetera’s new web tools package is powered by FMG Marketing Suite and leverages a centralized content engine to populate an advisor’s digital properties from websites and mobile apps to newsletters and social media sites. A few particularly compelling features of the system are its built-in SEO capabilities and its ability to dynamically serve up and refresh customized content based on a client or prospect’s interaction with the site.

Fil Gershon, an advisor with Cetera Advisors, said, “You can spend a ton of money and time on a great looking custom website, but unless you’re changing your content to ensure your audience stays engaged, you’ve created a nice ‘one-time’ visit. With Cetera Web Tools, you get an automated, efficient system that gives clients fresh content. I’m expecting that to drive more traffic, and more repeat-visits to my website.”

Business Coaching Program

Cetera has brought together some of the industry’s top experts into a comprehensive coaching program for advisors and their support staff.

Advisors have access to bite-sized best practice video tutorials, discussion groups, and professional coaching from industry leaders like Matt Oechsli, Julie Littlechild, Mary Beth Kuzmeski and more. The professional coaching component includes personalized one-on-one sessions, live webinars and social media discussion groups.

Both the Cetera Web Tools and the business coaching program are fully supported by the C2C Marketing Consulting Team, an in-house, dedicated group of marketing experts at Cetera Financial Group who are available to help advisors from getting started to implementing advanced strategies.

Media members interested in a live demonstration of Cetera Web Tools and the business coaching program should contact Shayna Inman (

About Cetera Financial Group

Cetera Financial Group is one of the nation’s largest privately-held, independent broker-dealer and investment adviser families. It provides award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, and innovative technology for approximately 7,400 independent financial professionals and nearly 600 financial institutions nationwide. Through its four distinct firms, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Financial Specialists LLC, and Cetera Investment Services LLC (Cetera Financial Institutions), Cetera offers the benefits of a large, established and well-capitalized broker-dealer, while serving advisors in a way that is customized to their unique needs and aspirations. Cetera is committed to helping advisors grow their business and strengthen their relationships with clients. For more information, visit