#United States #San Diego #GrowthLine #Cetera #Wealthies

Cetera's Remarkable Achievement at the 2025 Wealthies Awards

On September 10, 2025, Cetera Financial Group celebrated a significant milestone by clinching two prestigious awards at the Wealth Management Industry Awards (commonly known as the "Wealthies"). This recognition not only underscores Cetera's commitment to innovation within the financial sector but also highlights its dedication to supporting financial advisors in maximizing their business potential.

Award-Winning Campaigns

Cetera's omni-channel marketing campaign, known as the Growth Guarantee, won the award for Digital Marketing Campaign of the Year. This campaign is an integral part of Cetera's GrowthLine program, which is designed to provide advisors with a strategic advantage in the competitive landscape of wealth management. The campaign promises 50% faster growth in assets under administration (AUA) or offers a full refund of affiliation fees to those who do not see this growth within a defined period.

The Impact of GrowthLine

Launched in 2021, GrowthLine has made a remarkable impact, supporting over 2,500 advisors and contributing an impressive $25.6 billion in incremental assets under administration. Ladan Massir, the Head of Advisor Financial Institution Growth Marketing at Cetera, emphasized that GrowthLine merges aspects of brand strategy, marketing, client acquisition, and distribution expansion into a cohesive framework. She stated, "By doing so, we empower advisors to unlock measurable results, leading to stronger client engagement and faster growth."

Merrill Varghese, Head of Digital and Performance Marketing, further articulated the vision behind the Growth Guarantee, which is to change how advisors approach business growth. "This recognition affirms our commitment to advisor growth," he noted, pointing out that it speaks volumes about Cetera's innovative approach in an increasingly competitive market.

Transition Support Recognition

In addition to the digital marketing accolade, Cetera's Onboarding Navigator program garnered the Transition Support award. This advancement builds on the foundation laid by the original Accesslink onboarding program, evolving the client experience for financial professionals joining Cetera. Led by Jamie Baker, Managing Director of Integrations, the Onboarding Navigator streamlines every facet of the onboarding process using automation, human capital, and AI to simplify transitions while providing personalized assistance.

The updated program offers enhanced reporting capabilities, enabling stakeholders to monitor onboarding progress through real-time tracking. Karen Cecilio, Head of Integrations at Cetera, emphasized the significance of a smooth transition for financial professionals and their clients, stating, "Our Onboarding Navigator process is designed to deliver a transparent and minimally disruptive transition — empowering advisors to elevate and transform their business as they change firms."

Continued Excellence

For the second consecutive year, Cetera was a finalist in the Practice Management category with its Rise to Elite program. This initiative, born from the Avantax Community of tax-focused financial professionals, serves as a complimentary peer-to-peer coaching initiative aimed at those looking to significantly enhance their wealth management practices.

As part of the Wealthies, which in 2025 received over 1,200 nominations, Cetera's accomplishments reflect a broader industry trend where firms are increasingly focusing on innovative marketing strategies and seamless onboarding to support financial advisors. The annual industry awards program recognizes the vital contributions of various entities in helping advisors develop more successful businesses and achieve better outcomes for their clients.

Conclusion

Cetera Financial Group remains committed to providing independent advisors and institutions with personalized support and growth solutions. Its remarkable wins at the 2025 Wealthies serve as a testament to its innovative approach and the high standard of service it continues to uphold in the rapidly evolving financial landscape. As the industry evolves, Cetera's blend of technology, integrated wealth solutions, and community-driven culture sets it apart as a leading force in financial advisory services. For more information about Cetera and its offerings, visit their official website at Cetera.