A Dialog with President Todd Mackay

Be a part of Cetera Wealth Administration President, Todd Mackay, for an inside have a look at what it takes to offer advisors with sooner service, deeper consulting, and a customized expertise supporting every advisor’s distinctive enterprise objectives. Mackay will share the technique behind re-aligning advisor-facing groups and what it means for advisors’ enterprise.

We’ll delve into the core parts of Cetera’s strategy, together with the Regional Development Crew (RGT) consultative strategy, designed to offer a customized journey for each monetary skilled.

Attend this webcast and you will study:

• How the proprietary “Development 360” methodology works to quickly assess your apply and pinpoint prime progress avenues.
• Insights into the Regional Development Crew (RGT) strategy and the way it delivers personalised, consultative help.
• The strategic considering behind Cetera’s realignment of advisor-facing groups to boost service pace and consulting depth.
• How these adjustments translate into tangible advantages and a aggressive edge to your advisory enterprise.

Do not miss this opportunity to listen to from Cetera’s key leaders about the way forward for personalised advisor service and help.

Audio system:

Scott Ferguson | Suppose Advisor Contributor | ALM
Scott Ferguson is the Director of Customized and Advertising Content material for Suppose Advisor’s dad or mum firm, ALM. Earlier than becoming a member of ALM in 2021, Ferguson held quite a few editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He began his profession as workers author at each the Herald Information and the Asbury Park Press.

Todd Mackay | President | Cetera Wealth Administration
Todd Mackay grew to become President of Cetera Wealth Administration in January 2025 and in addition serves as a member of Cetera’s Administration Committee. Previous to his present function, Mackay served as President of Cetera Options the place he centered on Cetera’s progress throughout varied enterprise strains with oversight for all digital merchandise and funding merchandise, platforms and options for monetary professionals and end-clients.

Previous to his tenure with Cetera, Todd led the acquisition of HD Vest, a enterprise he subsequently led, and directed the technique and execution of the acquisitions of 1st World and HK Monetary Providers (now Avantax Planning Companions℠), collectively creating one of many largest wealth administration companies centered on tax professionals and their wealth administration practices. Subsequently, Todd led the enterprise as President of Avantax Wealth Administration till its sale to Cetera.

Todd has spent his total profession specializing in rising companies inside the wealth administration and monetary expertise industries. Previous to Avantax, he led and based a number of rising monetary providers companies. He served as a long-term government for E*TRADE Monetary, and through his tenure drove the corporate’s Asian Dealer Seller companies, together with India’s second-largest impartial dealer supplier. Moreover, he led the corporate’s RIA enterprise centered on buying and rising impartial RIAs throughout the nation.

He has held different management roles all through his profession, together with company treasurer, EVP of Company Technique and Growth and Investor Relations, and has served on each non-public and public firm boards inside the wealth administration, broker-dealer, and monetary expertise industries.

Todd obtained an A.B. from Princeton College in economics with an emphasis in arithmetic.

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