As we approach the new year, many firms are both taking a look back and leaning into the future and setting plans for 2022.
In this episode, Davis Janowski, senior technology editor at WealthManagement.com is joined by John Pierce, head of business development at Cetera Financial Group to talk about what his firm is doing on many fronts to both help advisors grow and assist them in their work with clients to establish the best version of their own financial wellbeing.
In this episode, you will learn:
- About some of the many challenges Cetera is striving to solve for advisors
- Cetera’s focus on a more diverse and female workforce
- Three key trends John Pierce sees in the advisor industry
- Initiatives and strategic planning steps Cetera will undertake in 2022
- How Cetera is advancing technology for advisors
- Challenges in the industry and how it is addressing the skillset scarcity within the advisor industry.