Maintaining and Improving Your Competitive Edge
As both a financial advisor and business owner, we understand the amount of time it takes to get through all the tasks at hand. Often, there is not enough time at the end of the day to continue to educate yourself on all the industry changes you need to maintain your competitive edge. To help advisors through this process, Summit offers one of the most comprehensive training programs in the industry. Our programs consist of live meetings, interactive off-site meetings and conventions and on-demand learning solutions. All in an effort to work around advisors' busy schedules.
These training programs include nationally known business and financial experts who offer insight on industry trends, market analysis, products and practice management. In addition, Summit offers peer-to-peer coaching programs designed to allow advisors to share their "Best Practices" with like-minded advisors.
True, holistic wealth managers and strategists need the knowledge, strategies and tactics that meet the needs of today's investors. Cetera Financial Group offers a series of educational events that follow the sales cycle and your way of doing business.
To further develop your investment management skills and increase your knowledge, we hold an annual Wealth Management Summit. Raw knowledge is most impactful when you strategically apply it. This event helps you use knowledge from Wealth Management University to develop investment strategies. Identify key elements for shaping plans that address needs of affluent investors, such as tax-loss harvesting, insurance, and retirement income.
Wealth Management University - delivers knowledge on complex investing issues, working with affluent clients, and growing a thriving wealth management business.
Created in partnership with leading wealth management training and consulting company Cannon Financial Institute, Wealth Management University is an intense learning experience exclusive to Cetera Financial Group advisors. Wealth Management University offers an unparalleled opportunity to continue to develop your wealth management skill set through intensive, multi-day classes with top industry educators. The goal of the program is to help you develop the skills required to address the unique needs of affluent and high-net-worth investors, create strategies to work through the practice management challenges that come with growing a business, and ultimately acquire more affluent clients.
RESULTS
Participants in Wealth Management University have proven over time to achieve significantly higher growth rates than their peers who did not attend. And a multi-year study to compare the growth of those advisors who attended the university from 2007-2010 found that the average attendee outperformed the average advisor in the annual InvestmentNews/Moss Adams survey of independent advisors by between 4 percent and 14 percent each year during that time. From 2008-2009, one of the worst years we have seen in the industry, the average advisor in the University program was up more than 8 percent in a year when the industry average was -6 percent growth.
True, holistic wealth managers and strategists need the knowledge, strategies and tactics that meet the needs of today's investors. Cetera Financial Group offers a series of educational events that follow the sales cycle and your way of doing business.
As an extension of the Wealth Management Summit, where you learn key investment strategies, advisors have multiple opportunities to attend our Wealth Management Workshops. This is where you gain the needed tactics for executing strategies. Our regional Workshops pinpoint the investment products and technology tools that help you take action. These events also feature peer-based discussions with local advisors who share their experiences and best practices. We will host eight Wealth Management Workshops in different cities around the country in 2015.
National Convention
Summit's convention is one of the most amazing conventions in the industry. The convention is held, annually, in the fall at the Boca Raton Resort & Club, Boca Raton, FL, a world class landmark resort. This three day event features top industry speakers, high level networking events with your peers and strategic partners, hands on technology training and value added breakouts and panel sessions.
Regional Meetings
One-day meetings designed to assist advisors in growing their business and fostering interaction with other Summit advisors. The meetings feature keynote speakers, innovative business development strategies and peer roundtables.
Summit Education Series
Ongoing webinars that are exclusive to Summit advisors, feature the top industry subject matter experts to assist advisors in timely issues affecting their business and clients.
SNOW (Summit News Of The Week)
SNOW is a weekly newsletter that provides relevant news and events that advisors need to know to stay current in our industry.
Onsite Visits
Working with our strategic partners - Summit will arrange for on-site visits to assist in developing product knowledge.
Online Continuing Education
From the convenience of home or office, Summit offers the ability to expand your knowledge through online continuing education.