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Cetera Financial Group's GrowthLine Triumphs at 2025 BISA Awards

Cetera Financial Group, known as a leading Wealth Hub for financial advisors, recently secured the prestigious 2025 Technology Innovation Award from the Bank Insurance and Securities Association (BISA). This recognition comes for Cetera's groundbreaking platform known as GrowthLine, which is an integral part of their larger Growth360 suite of tools. This winsome award marks a significant milestone for Cetera, marking the twelfth occasion they have been awarded by BISA, a testament to their dedication to innovative technology in financial services.

What is GrowthLine?

GrowthLine is designed to revolutionize how advisors conduct their business by facilitating a comprehensive sales and marketing transformation. The platform aims to drive organic growth through an array of services including search engine optimization (SEO), personalized website design, and tailored marketing strategies. Advisors can effectively communicate their unique business propositions and value to clients, essential in today’s competitive market. The combined power of data analytics, client segmentation, and AI-driven strategies provides valuable insights that advisors can leverage for their benefit, bringing significant efficacy to their operations.

Valued at over $150,000, GrowthLine is available exclusively to Cetera-affiliated advisors, notably enhancing the wealth management programs offered by various financial institutions. To stay ahead in the fast-paced financial landscape, advisors are turning to such sophisticated tools to remain competitive.

Proven Success and Impact

To date, GrowthLine has successfully assisted over 1,000 advisors, helping them significantly outperform their peers who are not utilizing the program. Independent studies show that advisors using GrowthLine experience substantial year-over-year growth adjustments, often exceeding those who do not engage with the program. In early 2024, Cetera took a bold step by launching the industry’s first Growth Guarantee, ensuring that new advisors who utilize GrowthLine would see a minimum growth of 38% in assets under administration. If this benchmark isn’t met, Cetera vowed to refund the affiliation fees, demonstrating their confidence in the program and commitment to advisor success.

This bold initiative won the prestigious 2024 Think Advisor Luminaries Award for Excellence in Marketing and Public Relations, underscoring Cetera’s innovative approach in the financial advisory landscape.

Commitment to Innovation

The BISA award for GrowthLine exemplifies Cetera's unwavering commitment to delivering advanced technological solutions that empower financial advisors. The firm continuously strives to enhance its offerings, with other notable BISA award-winning products including Growth360, MarketingCentral, AdviceWorks, My Advice Architect, and DataPak.

As of September 30, 2024, Cetera Financial Group has over $545 billion in assets under administration and $235 billion in assets under management, with a team comprising approximately 12,000 financial professionals. This widespread network enables Cetera to provide tailored services and support to a diverse array of financial advisors, tax professionals, and financial institutions, ensuring a scalable model for sustained growth.

In a recent satisfaction survey of nearly 35,000 advisors, Cetera garnered an impressive rating of 4.8 out of 5 stars, showcasing their commitment to excellence in advisor experience. Cetera clearly stands out as a forward-thinking leader in the financial services landscape, committed to facilitating both advisor optimization and client success. This renowned firm is not only reshaping the advisory field but also uplifting its community by continuously empowering advised professionals with the tools and strategies they need for success.

For further information on Cetera’s GrowthLine and the transformative offerings it provides, visit Cetera and follow them on major social media platforms.