The Secret to 24/7 Referrals
CETERA AFFILIATED ADVISORS ONLY
Every advisor knows referrals are the best source of business, but they’re unpredictable and impossible to scale.
Join David Vogel, President, of Vidiance for a webinar where you’ll learn how top financial professionals are turning client stories into a non-stop referral source that works around the clock. No awkward asks. No wasted time. Just a simple, compliant way to get more clients in less time, with less effort. If you rely on referrals, this is the secret you can’t afford to miss.
Examples of Video Testimonials
Cetera Financial Group” (CFG) refers to the network of independent retail firms encompassing, among others, those that are members FINRA/SIPC; Cetera Advisors LLC, Cetera Wealth Services, LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. Those that are Securities and Exchange Commission registered investment advisers, Cetera Investment Management LLC, and Cetera Investment Advisers LLC.CFG is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Avantax Planning Partners, Inc. is an SEC-registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings). All of the referenced entities are under common ownership. Cetera and entities under common ownership are not affiliated and under separate ownership from Vidiance.
Financial professionals 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.
Empowering Financial Advisors with Video
Build trust & attract more clients with compliant, professional-quality video
Client Testimonial Videos
Authentic storytelling that builds trust.
Advisor Profile Videos
Prospects hear you before they meet you.
Advisor Educational Videos
Build your reputation as a trusted advisor.
Meet Our Team
David Vogel
President
David Vogel has a 20-year history in feature films and national TV commercials, He is also an experienced video strategist and digital marketer. Recognized as a leader in remote video production, he saw the SEC’s marketing rule change as a chance to innovate. By integrating remote video production with compliance, financial advisors have a powerful tool to build trust with prospects: client video testimonials.
Sander Ressler
Vice President
Sander Ressler has broad and deep expertise in compliance, supervision and operations – including more than 30 years of hands-on, frontline experience with broker-dealers and registered investment advisers. He rose from state regulator to CCO of multiple firms. Frequently quoted in industry publications, he is an expert columnist for Wealth Solutions Report.