We provide for Ensemble practices:
- Knowledge and solutions necessary to serve multiple advisor practices and the built- in complexities of this practice model.
- Fee-for-service options and consulting services agreement.
- A supportive team that’s devoted to your continuous success.
- An award-winning wealth management technology platform.
- A turnkey marketing system, which includes a library of pre-approved materials and camp
- Consultative compliance with full explanations and efficient turnaround – not just a lot of “NOs.”
- Access to resources for financial assistance to enable practice acquisitions.
- ERISA Consulting services through our broker dealer, Cetera Advisor Networks.
Through our experience working with and developing high-performing teams, we uniquely understand how to make the transition process for groups of advisors coming to our firm smooth and predictable.
But don’t take our word for it…
Damien Couture - Advisor
