Brian Teta’s Post

Financial professionals can own their book of business without the responsibility of running their office. At Cetera Investors, our supported independence model means that the day-to-day office tasks are taken care of, giving more time to focus on what's most important. If you are interested in learning more- please send your cv to [email protected]?utm_source=linkedin #hiring #ceterainvestors #financialadvisor #wealthmanagement

Financial professionals can own their book of business without the responsibility of running their office. At Cetera Investors, our supported independence model means that the day-to-day office tasks are taken care of, giving more time to focus on what's most important. If you are interested in learning more- please send your cv to [email protected]?utm_source=linkedin #hiring #ceterainvestors #financialadvisor #wealthmanagement

Through supported independence, as a financial professional with Cetera Investors, you own your book of business and run your practice the way you want. We provide the back-office support, leaving more time and focus for what matters most to your clients. Curious? Let's talk! If you are interested in learning more- please send your cv to [email protected]?utm_source=linkedin #hiring #ceterainvestors #financialadvisor #wealthmanagement

Through supported independence, as a financial professional with Cetera Investors, you own your book of business and run your practice the way you want. We provide the back-office support, leaving more time and focus for what matters most to your clients. Curious? Let's talk! If you are interested in learning more- please send your cv to [email protected]?utm_source=linkedin #hiring #ceterainvestors #financialadvisor #wealthmanagement

Through supported independence, as a financial professional with Cetera Investors, you own your book of business and run your practice the way you want. We provide the back-office support, leaving more time and focus for what matters most to your clients. Curious? Let's talk! If you are interested in learning more- please send your cv to [email protected]?utm_source=linkedin #hiring #ceterainvestors #financialadvisor #wealthmanagement

Through supported independence, as a financial professional with Cetera Investors, you own your book of business and run your practice the way you want. We provide the back-office support, leaving more time and focus for what matters most to your clients. Curious? Let's talk! If you are interested in learning more- please send your cv to [email protected]?utm_source=linkedin #hiring #ceterainvestors #financialadvisor #wealthmanagement

Through supported independence, as a financial professional with Cetera Investors, you own your book of business and run your practice the way you want. We provide the back-office support, leaving more time and focus for what matters most to your clients. Curious? Let's talk! If you are interested in learning more- please send your cv to [email protected]?utm_source=linkedin #hiring #ceterainvestors #financialadvisor #wealthmanagement

https://lnkd.in/dEbYnMZU Introduction Personal assistants are crucial in wealth management, managing schedules and correspondence, and ensuring smooth operations. Their role can lead to greater financial freedom for clients, enhancing the efficiency and discretion of wealth management. Acknowledging Wealth Management's Function Personal assistants in wealth management collaborate with financial advisors, investment managers, and clients to manage financial portfolios, provide administrative support, manage client relationships, and participate in strategic financial planning....... #WealthManagement #FinancialFreedom #PersonalAssistant #FinancialPlanning #InvestmentStrategy

More clients are key to your firm's growth, but they come with extra paperwork and other administrative tasks. We support ensemble firms, solo and dual advisory practices, firms nearing succession, and those looking to offload back-office tasks. Our goal is to help you focus on helping clients and enjoying life. Curious if we're the right fit for your needs? Learn more: https://lnkd.in/e-XMA4mC #FinancialAdvisorServices

Advisors, do you service Family Offices and still struggle with spreadsheets from various sources? Does data integration for Family Offices seem like an uphill climb?    GreenHill Investment Reporting works with Advisors and Family Offices to streamline integration and eliminate manual spreadsheet entry to ensure that their financial performance reporting is seamless and accurate across all entities within the Family Office. GreenHill seamlessly integrates with leading custodial systems and data providers to consolidate reporting all in one place. Our Customer Assistance Service Teams help ensure that the integrity of your data is pristine, and your connections are up and running to support your reporting needs. They are empowered to take action to address any issues that might arise to provide accurate and timely performance reporting. https://lnkd.in/ddsKpf8G   #greenhillinvestmentreporting #rias #performancemeasurement #wealthmanagement #familyoffice #wealthadvisors