Cetera Financial Group’s Post

During a quiet week for #financialreports, all eyes will be on the retail sales report Tuesday. Join CIO Gene Goldman, CFA on the latest episode of #TheWeekAhead as he explains how this report could reflect the weakening customer. https://lnkd.in/eBGrDfHG

Jennifer Powell, Investment Advisor Representative at Powell Financial Partners, was in college around the time she started to get a better idea of how her father served families in their community. Stopping by her dad Mickey’s office in Georgetown, TX, she would often see him interacting with longtime clients, but it seemed most of his time was spent listening to family milestones and happenings. Puzzled, Jennifer asked him, “don’t you help people with their finances?” He said yes, but pointed out that he can’t really help someone with their finances if he doesn’t know what’s most important to them. Mickey’s advice kept coming as Jennifer grew closer to the profession. He advises her to give equal time to clients and know that the spreadsheet doesn’t always tell the whole story. Both Mickey and Jennifer look beyond the numbers and make sure their clients have the “joy” box checked when evaluating their goals. While Mickey and Jennifer make a great team at work, the father-daughter dynamic is never too far removed. After driving over 50,000 miles across Texas visiting clients, they admit to having covered every topic of conversation you could think of while on the road. When they aren’t meeting with clients, you’ll find them on walks or at the coffee shop with their pups, Ace and Poppy. #FathersDay #ThisIsCetera

We are pleased to announce that Michael Volini has joined Cetera Advisor Networks from American Portfolios Financial Services, Inc. https://lnkd.in/eqXm8pTW

All attention will be on the #Fed’s FOMC meeting this week. Join CIO Gene Goldman, CFA on the latest episode of #TheWeekAhead as he explains what we can expect to learn about the Fed’s projections from their Dot Plot. https://lnkd.in/eBGrDfHG

We are proud to welcome this experienced executive to build Cetera’s retirement, life insurance and annuity offerings. Welcome, Jerry Patterson! https://lnkd.in/etHuwwHJ

How is tech helping wealth firms put investors first? Tune in next Tuesday, June 11 at 2 p.m. ET to hear Cetera’s head of digital solutions Garrett Beam share his perspective with FundFire and Broadridge in a timely webcast panel discussion.

We are proud to welcome this seasoned executive to lead strategic initiatives that drive growth opportunities for the firm. Welcome to Cetera, Scott Baker, CFA, CFP! https://lnkd.in/epDgC3_M

Kudos to Wilde Wealth Management Group for being named to the Barron’s Top 250 Private Wealth Management team.* Well-deserved, Trevor Wilde, AIF®, MBA and team! https://lnkd.in/eAdM6rwK *2024 Top 250 Private Wealth Management Teams issued by Barron’s. Advisors fill out a 102-question survey about their practice. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Lee Financial Group Hawaii represents the second acquisition this year for The Retirement Planning Group, Cetera’s employee-based RIA. https://lnkd.in/e234_rmf

Join us as we celebrate Pride Month and the invaluable contributions of LGBTQ+ community. During Pride Month, we recognize the opportunity to add momentum to the modern LGBTQ+ rights movement by sharing voices in our workplaces and building from within. Learn more: https://lnkd.in/gNzADmmW