Besides helping to better utilize Cetera’s award-winning platforms, such as Pentameter ™ and Connect2Client™, the Horizon Advisor Network is constantly creating new intellectual capital to be shared with its affiliated advisors. From social media posts, to podcasts, to partnering to drive retirement plan business, we provide tools and resources to affiliated advisors to help you reach the goals you have for your business.
Our open architecture allows advisors to partner with the leading technology vendors in the industry. Internally we leverage Salesforce and Sycamore for our CRM. In addition to Salesforce, many of our advisors utilize the industry-leading Redtail. Business submission is done electronically through Docupace, which can help you move toward a more paperless environment, as well. We leverage Cetera’s digital marketing system, Connect2Clients ® (C2C), as well as their social media platform C2C Social®.
As a matter of best practice, we encourage our affiliated offices to partner with technology leaders such as eMoney, MoneyGuidePro and LaserApp.
A major benefit of a large advisor network is the ability to connect with other advisors to share best practices. Front and center to that in our network is the Investment Committee. Comprised of a group your peers led by 30-year veteran advisor Jess Hurst, the committee is focused on reviewing a number of research publications and boiling that down into bite size bits of information for our affiliated network. We host quarterly investment committee calls to recap the prior quarter and share commentary on where the markets are headed. With sample model portfolios across multiple risk spectrums the group provides tangible material for you to take back to your practice and develop or refine your investment strategy.
FOR ADVISORS ONLY
Check the background of your financial professional on FINRA's BrokerCheck
Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation(commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.
Cetera Privacy Policy.
Important Disclosures.
%20Partner%20Solution-1.jpg)
