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Cetera's New Emergency Planning and Communications Kit

In an increasingly unpredictable world, Cetera Financial Group has stepped forward with a vital resource: the Emergency Planning and Communications Kit (E-PACK). This innovative toolkit is designed specifically to empower financial advisors, enabling them to maintain strong communication and support for their clients during critical situations.

Responding to Real-World Challenges

Cetera developed the E-PACK in the wake of significant recent natural disasters, including hurricanes in Florida and wildfires in Southern California. Recognizing that financial advisors often serve as primary sources of guidance for their clients during crises, Cetera's initiative emphasizes their commitment to offering substantial support and practical resources to these professionals. Michael Zuna, the Chief Marketing and Communications Officer at Cetera, highlights the importance of this kit, stating, "During times of uncertainty, clients often turn to their financial professional first for guidance, resources, and reassurance."

What’s Inside the E-PACK?

The E-PACK consists of a comprehensive array of tools to aid advisors in crisis planning and client communication, regardless of their affiliation with Cetera. Key components include:

• - Disaster Recovery Plan Template: A structured approach for advisors to restore vital business functions post-disaster.
• - Emergency Response Guidelines: Step-by-step protocols for advisors to ensure their clients’ interests are protected during various crisis scenarios.
• - Client Communication Scripts: Pre-designed email and text templates to allow for prompt and effective communication with clients during emergencies.
• - Disaster Preparation Checklist: Essential lists and instructions for advisors to help them and their clients prepare for potential crises, including what items to collect and safeguard.
• - Charitable Donation Advice: Guidelines offering recommendations for clients looking to support affected communities.

A Timely Resource

The E-PACK stands out as an essential tool during natural disasters, delivering real-time solutions and actionable plans. Its development was informed by feedback from financial professionals who experienced firsthand the challenges posed by last year's hurricane season. The practical nature of the E-PACK was further validated during the recent California wildfires, where its provisions were implemented to enhance support for affected advisors.

Staying Connected with Clients

One of the primary objectives of the E-PACK is to facilitate seamless communication and engagement between financial advisors and their clients when it's needed the most. The solutions offered in the kit not only prepare advisors for emergencies but also reassures clients, enabling a continued sense of stability.

Accessibility and Support

Financial professionals interested in leveraging Cetera's resources can access the E-PACK by visiting Cetera's official site. This proactive approach from Cetera Financial Group signifies their dedication to equipping financial advisors with the necessary tools to succeed amid adversity while fostering client relationships that endure through tumultuous times.

About Cetera Financial Group

Cetera Financial Group has established itself as a leader in the financial advisory space, with a focus on supporting independent financial professionals. With an expansive reach that includes approximately 12,000 financial advisors managing over $545 billion in assets, Cetera operates as a comprehensive hub for advisors and institutions, providing ongoing support and solutions tailored to evolving market needs.

In conclusion, Cetera's E-PACK is a testament to the power of preparation, community, and professionalism, demonstrating how equipped financial advisors can make a significant difference during crises.