Broker Check

Scott M. Wallace, CFP®
(713) 785-3404
22322 Grand Corner Drive
Suite 125
Katy, Tx 77494

ADVANTAGES OF INDEPENDENCE

Today's complex industry calls for a wide range of specialized skills that no single financial professional can command alone. That is why Cetera Advisor Networks’ distinctive model, combining national resources with local support from regional teams, is the right choice for so many independent advisors. 

Independence Should Not Imply a Lack of Leadership 

Our regional structure has been at the center of our unique business solutions from the beginning and has proven successful in helping advisors create value in their business, refine that value, and ultimately realize that value through a carefully planned succession. Helmed by regional directors, who bring decades of firsthand experience mentoring financial professionals at every stage of their careers, our regional teams help you address your clients' needs as you meet your own business goals. Your regional team members are a source for collective wisdom that spans virtually every niche and topic, including proven techniques for strengthening client relationships, winning prospects and creating a more disciplined approach and comprehensive offering. 

What does your regional team do for you? Among many other things:  

  • One-on-one mentoring with industry veterans and your peers 
  • Regional meetings throughout the year, covering a variety of topics 
  • Practice management solutions and training 
  • Technology training, tips and tricks 
  • Marketing support and resources 
  • Best practices and sales ideas 
  • Practice acquisition support 
  • Succession planning 

 Backed by the national support of the Cetera Advisor Networks home office, our regional teams deliver business planning, comprehensive training and local workshops, business coaching, practice management, professional development and proven marketing solutions. And, when the time comes, they are an invaluable source for insight and direction on legacy and succession planning. 

But most of all, they are your peers—people with whom you will form strong professional and personal bonds that can span a career, and a lifetime. At Cetera Advisor Networks, your success is a team effort—but you never sacrifice your independence or your ability to put your clients first.