Retirement income planning tool offered only to Cetera-affiliated financial professionals through Growth360 program
Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Advanced Time Segmentation (ATS), a retirement income-planning tool that helps solve the retirement income challenge, is available to financial professionals across Cetera’s communities. ATS is only available to Cetera-affiliated financial professionals and is part of the Growth360 program, which launched last year and recently eclipsed 1,000 participants.
ATS enables financial professionals to create sustainable retirement income strategies and help clients who are planning for retirement as well as retirees seeking a more sophisticated retirement income approach.
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“We are pleased to provide Cetera-affiliated financial professionals yet another powerful tool that empowers better client service and drives business growth,” said Andy Gill, head of strategy and solutions at Cetera. “ATS delivers a concrete solution to a traditionally daunting challenge for financial professionals – helping their clients generate sustainable, lifetime income. We are excited that Cetera financial professionals have access to this valuable resource to help create the retirement outcomes their clients desire.”
Financial professionals using ATS are outpacing their peers in business growth, as measured by a subset of Cetera-affiliated financial professionals. Those using ATS report growing their assets under management by 41 percent and their assets under administration by 27 percent year over year, compared to 28 percent and 20 percent, respectively, for those not using ATS.
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“ATS is a compelling resource that provides an understandable story, helping financial professionals differentiate themselves from the competition,” said Paul Escudero, CFP, CWS, Director, Advanced Time Segmentation. “Financial professionals using ATS are retirement income experts who are well equipped to calm clients’ fears of running out of money in retirement. We are proud to partner exclusively with Cetera to provide retirement income expertise to the marketplace at a time when it is needed most.”
“Managing a client’s retirement income has always been one of the greatest challenges facing an advisor,” said financial professional Jennifer Scholfield, of Scholfield Wealth Management, Inc. “Using the ATS strategy, we have transformed the way we acquire new clients and it has helped us to secure our existing client relationships.”
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