Cetera wins 2024 Wealthies award for onboarding program success

Cetera Financial Group's Accesslink onboarding program has been recognized for its excellence in transition support, winning the 2024 Wealth Management Industry Award. The award ceremony took place on September 5, 2024, at the Ziegfeld Ballroom in New York City, where Cetera was honored alongside other finalists. This recognition highlights the program's significant role in facilitating the integration of financial professionals into Cetera since its launch in 2022. Karen Cecilio, head of integrations at Cetera, emphasized the importance of the Accesslink program in making transitions smoother for financial professionals changing firms. The program has been designed to provide a personalized and seamless onboarding experience, allowing advisors to maintain control over their journey. This approach has been continuously refined based on feedback from advisors, ensuring that it meets their evolving needs. Accesslink has redefined the onboarding experience, which is crucial for financial professionals as they navigate significant career changes. The program is supported by a dedicated onboarding team led by Jamie Baker, who is committed to enhancing the experience for new advisors joining Cetera. The positive impact of Accesslink is evident in the high satisfaction ratings received from advisors, reflecting its effectiveness in meeting their expectations. The Wealthies, an annual awards program by WealthManagement.com, celebrates individuals and organizations that contribute to the success of financial advisors. Cetera's achievement in winning this award underscores its commitment to providing exceptional support and resources for financial professionals, reinforcing its position as a leader in the industry.