Outshine your competition.

With GrowthLine, our specialists work with you to create a complete brand experience to promote your value proposition, engage clients and prospects, recruit new talent—and set you apart.

Advisors who participate in GrowthLine experience an
average of $11.3M in annual AUA growth, 58% higher
growth over their peers.

*Data for 1/1/2023 — 12/31/2023

Stand Out

Establishing a digital footprint is imperative to organic growth. If a prospect
searches for you, what will they find?

67% of clicks go to the first 5 results displayed in search engines¹

Mobile queries for “financial advisor” have increased by 75% in the last 2 years³

It takes 0.05 seconds to form an opinion about your website²

Deploying SEO is the top-ranked tactic in terms of returns in new client revenue versus cost to implement⁴

Start My Digital Presence Audit

Here's How It Works

1. Get started

Provide basic information to receive your personalized GrowthLine Digital Audit—an extensive evaluation of your digital footprint

2. Schedule 1-on-1 review

Schedule a review with the GrowthLine team to discuss your audit's results

3. Digital transformation

Develop a framework to improve your brand story and build an online reputation that converts

See What Your Peers Have to Say

“Normally you hire someone, and yes, they’ll help you. What I loved about GrowthLine was the time and effort the team took to learn who I am and turn that into my unique story.”

Carol Buchman
Investment Advisor Representative
CBK Wealth
Cetera Advisor Networks LLC

“Cetera's established marketing and growth resources are industry-leading and helped us envision a better future for our practice and for our clients.”

Dean Packard, Scott Lowder &
Vytas Maginnis
Financial Advisors
Harvest Wealth
Cetera Advisor Networks LLC

“Cetera has the right people in place to help you execute. With the GrowthLine program framework in place, it was plug-and-play for us.”

Jim Starnes
CERTIFIED FINANCIAL PLANNER^TM
Totus Wealth Management
Cetera Advisors LLC

“The GrowthLine team took time to understand our personality, brand, and uniqueness. We feel our website is much improved and have no doubt this has enhanced our current client experience and will support our growth as prospects research us online.”

J.R. Phillips
Investment Advisor Representative
Premier Retirement Plan Advisors
Cetera Advisor Networks LLC

“The GrowthLine program helped us deliver the correct message and ultimately, optimize how we show up online as our digital presence is key to supporting our growth goals.”

Anthony Grassi Jr
Financial Advisor
BG Wealth Advisors
Cetera Advisors LLC

“The GrowthLine team really took their time to understand our unique footprint in the financial world and customized our website to be first-class.”

Mark Burgdorf
President & Senior Wealth Advisor
Burgdorf Wealth Managers
Cetera Advisors LLC

How To Get the Most Out of GrowthLine

GrowthLine is best suited for financial professionals that are eager to grow their business, remain relevant online, and dedicate time and resources into elevating their digital marketing strategy. Set yourself up for success:

Complete the audit request and schedule a follow-up meeting with GrowthLine team to review your results
Take action on tactical recommendations
Be willing to adopt technology to drive marketing strategy
Stay active on social media with engaging and educational content

Go a Step Further

Use the resources below for additional ways to set yourself up for success:

Building Your Brand and Value Proposition

Advisor Value Prop Words that Work: Pershing, Organic Growth Guide: Branding, Creating Your Unique Value Prop Worksheet, Branding Exploration and Best Practices

Optimizing Your Digital Presence

Website

Social Media

Digital Marketing

Growth Success Stories

Bringing Your Story to Life: Carol Buchman, Creating a Brand as an Independent Financial Professional: Harvest Wealth, Brand and Digital Presence: Jim Starnes, Effective Marketing in 1 Hour: Alison McClure, A Soft Ask Leads to Referral Growth: Ryan Marshall

Get Started

¹ “Google CTR Stats.” Backlinko, 14 Oct, 2022, https://backlinko.com/google-ctr-stats.
² 10 Branding Statistics You Need to Know in 2022.” Oberlo, 16 Apr, 2022, www.oberlo.com/blog/branding-statistics
³ “44 Financial Services Marketing Statistics You Need to Know in 2023.” Invoca, 16 Sept, 2022, https://www.invoca.com/blog/financial-services-marketing-statistics.
⁴ “Kitces Research Shows How High-Growth Advisors Market Their Services.” Think Advisor, 4 Aug, 2022, https://www.thinkadvisor.com/2022/08/04/kitces-research-shows-how-high-growth-advisors-market-their-services/?cmp=share_email.

For broker-dealer use only. Not for use with the public.