Cetera Financial Group

Awareness and Recruitment Campaigns

Anticipating Needs in a Changing Marketplace

Cetera Financial Group sought to follow up its successful “The Truth Is” campaign by reintroducing the market to the extensive services and organizational options it offers advisors seeking independence from the wirehouses.


We created a series of micro-campaigns that built on each other to rebuild awareness and connect to different audiences over the course of a year.

The effort kicked off with the “Advancing What’s Next “ campaign which reinforced Cetera’s position as a forward-thinking firm that arms its advisors with the latest in technology, tools and resources, anticipating what an independent advisor will need next to serve the needs of wealth management clients.

Utilizing the visual framework of a text message conversation we told a simple and engaging story that reinforced the message of the video.

Better Together

When you bring the right partners together, amazing things can happen. Cetera’s one-two punch of wealth management programs and Cetera Financial Institutions create something bigger and better. We created a series of full-page ads for prominent publications to reinforce that for a targeted readership.

With a handful of separate entities—each serving a different type of independent advisor, we created visually similar landing pages, each with language tailored to its particular audience. A series of digital ads were created to drive interested advisors to an animated video we created in-house to reinforce Cetera’s overall value proposition.

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