Cetera Financial Group (Cetera) is a leading financial services firm whose purpose is to enable the delivery of best-in-class financial advice to as many Americans as possible. Cetera empowers its financial professional communities to help clients achieve their version of financial wellbeing through the Advice-Centric Experience®. Cetera proudly serves independent financial professionals, tax professionals, banks and credit unions in providing wide-ranging financial planning and wealth management services. Cetera oversees approximately $353 billion in assets under administration and $122 billion in assets under management, as of December 31, 2021.
Changing firms is a big step in any financial professional’s career. The transitions experience can be notoriously challenging and arduous, requiring extensive time, energy and effort that pulls advisors away from their core purpose: serving their clients. If not properly planned for, supported and executed, reestablishing their business can be overwhelming.After months of work gathering input from advisors, conducting in-depth research and analysis, and identifying best practices, Cetera launched Accesslink – its rebranded onboarding experience, which takes a new approach to onboarding and integration, reimagining all aspects of the experience of changing firms. Accesslink combines technology integration, customized transition planning and a collaborative approach to deliver a more efficient, streamlined, and positive experience. The program provides competitive advantages that enable a speedy and smooth onboarding.
Fed Monitor Dashboard and Fed-o-meter
Cetera’s Fed resources – the Fed Monitor and Fed-O-Meter – collectively represent the first analytical tool that empowers advisors to communicate Fed actions to clients in a relatable, easy-to-use way. The indicator provides valuable context on current – and potential future – Fed policy based on 12 key factors across three areas: employment, inflation, and insightful daily market data. Cetera’s Fed-O-Meter provides a regular snapshot of where Cetera sees the Fed heading on monetary policy, helping advisors and investors dive deeper into exploring the numbers “behind the needle.” The Fed-O-Meter is a virtual, dynamic gauge that indicates the likelihood of more aggressive or conservative policy. Adjusted monthly, this valuable resource gives Cetera affiliates and their clients expert insight to make more informed investment decisions.
Adam Antoniades is a father, husband, and CEO of Cetera Financial Group and a member of its board of directors. As CEO, Adam is responsible for running all facets of the business, driving growth for the organization and its advisors. Adam leads Cetera in its mission to enable the delivery of best-in-class financial advice to as many individuals and families as possible by empowering financial professionals to help clients achieve their version of financial wellbeing through the Advice-Centric Experience®. In 2021, Adam was at the helm for several key milestones that propelled Cetera and its advisors to new heights and record business success.
Michael Zuna is a full-time girl dad, having raised his daughters since they were toddlers, after the loss his beloved wife and their mother. He can French braid, in addition to being a marketing futurist. When he’s not Disney-cruising with his girls, he’s an active-veteran/Naval Academy graduate, helping servicemembers transition into civilian jobs. “Zuna” as his loyal team refers to him, is empathetic and a fierce advocate of women and protected groups. As CMO at Aflac, he created the wildly successful “duck” campaign. He was CMO at PETCO, no surprise given his menagerie of hamsters, cat, and St. Bernard. His Voice-of-Customer program measures every single experience for Cetera’s 8,000+ advisors. They rate it 4.7/ 5 stars; an NPS score aligned/better than Starbucks, Gucci, and Target.