Cetera Financial Group has created an “event in a box” addition to its marketing offerings for affiliated advisers that enables them to host their own live or virtual events for clients.
Advisers can pick from events that include "mixology, charcuterie board-building, mind-hacking mentalist [and] trivia night,“ Cetera said in a release.
It noted that advisers can use Cetera's marketing tool kit to automate their event, from invitations to post-event attendance, and will have the ability to fully measure the marketing performance of events.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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