Amidst in the present day’s dynamic panorama, advisors want extra than simply assist; they want a strategic associate devoted to their progress and success. Uncover how Cetera is reshaping advisor service with its modern “Progress Journey” and proprietary “Progress 360” methodology, which focuses on shortly figuring out the most effective progress alternatives.
Be a part of Cetera Wealth Administration President, Todd Mackay, for an inside take a look at what it takes to offer advisors with quicker service, deeper consulting, and a customized expertise supporting every advisor’s distinctive enterprise objectives. Mackay will share the technique behind re-aligning advisor-facing groups and what it means for advisors’ enterprise.
We are going to delve into the core parts of Cetera’s method, together with the Regional Progress Group (RGT) consultative method, designed to offer a customized journey for each monetary skilled.
Attend this webcast and you will study:
- How the proprietary “Progress 360” methodology works to quickly assess your apply and pinpoint prime progress avenues.
- Insights into the Regional Progress Group (RGT) method and the way it delivers personalised, consultative assist.
- The strategic considering behind Cetera’s realignment of advisor-facing groups to reinforce service velocity and consulting depth.
- How these adjustments translate into tangible advantages and a aggressive edge to your advisory enterprise.
Do not miss this opportunity to listen to from Cetera’s key leaders about the way forward for personalised advisor service and assist.
Audio system:
Scott Ferguson | Assume Advisor Contributor | ALM
Scott Ferguson is the Director of Customized and Advertising and marketing Content material for Assume Advisor’s father or mother firm, ALM. Earlier than becoming a member of ALM in 2021, Ferguson held quite a few editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He began his profession as employees author at each the Herald Information and the Asbury Park Press.
Todd Mackay | President | Cetera Wealth Administration
Todd Mackay grew to become President of Cetera Wealth Administration in January 2025 and in addition serves as a member of Cetera’s Administration Committee. Previous to his present function, Mackay served as President of Cetera Options the place he centered on Cetera’s progress throughout numerous enterprise traces with oversight for all digital merchandise and funding merchandise, platforms and options for monetary professionals and end-clients.
Previous to his tenure with Cetera, Todd led the acquisition of HD Vest, a enterprise he subsequently led, and directed the technique and execution of the acquisitions of 1st World and HK Monetary Providers (now Avantax Planning Companions℠), collectively creating one of many largest wealth administration corporations centered on tax professionals and their wealth administration practices. Subsequently, Todd led the enterprise as President of Avantax Wealth Administration till its sale to Cetera.
Todd has spent his total profession specializing in rising companies inside the wealth administration and monetary expertise industries. Previous to Avantax, he led and based a number of rising monetary companies companies. He served as a long-term government for E*TRADE Monetary, and through his tenure drove the corporate’s Asian Dealer Supplier companies, together with India’s second-largest impartial dealer vendor. Moreover, he led the corporate’s RIA enterprise centered on buying and rising impartial RIAs throughout the nation.
He has held different management roles all through his profession, together with company treasurer, EVP of Company Technique and Growth and Investor Relations, and has served on each non-public and public firm boards inside the wealth administration, broker-dealer, and monetary expertise industries.
Todd obtained an A.B. from Princeton College in economics with an emphasis in arithmetic.
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