Richard Whitworth. Cetera Financial Group
Helpful Tips for Small Business Owners
Expert Outlook for Advisors and Trends in the Current Small Business Climate
Richard Whitworth, AIF® ‐ Managing Director, Business Consulting from the Cetera Financial Group
As Managing Director of Cetera Financial Group’s Business Consulting organization, you manage a team of business consultants and subject matter experts. Richard provides the strategic and tactical framework to assist his team in reaching its goal of helping Celera’s financial advisors with their advice‐centric growth and productivity objectives through the industry award‐winning Pentameter® process).
Richard is frequently quoted in industry publications and speak regularly at industry conferences. He received his Bachelor of Science in Finance from the University of Delaware with minors in Spanish, Economics and International Business, and you hold an International MBA with Honors from IE Business School in Madrid, Spain.
And if that’s not enough Richard is also a Cum Laude graduate of The Peddie School in Hightstown, Recently, he obtained the Accredited Investment Fiduciary (AIF®) designation from fi360.
As any small business owner can attest, starting or growing a business is no easy task. Many small business owners aren’t following a business plan or even utilizing key resources available to them. Because of this, small business owners risk not converting recent optimism into action which is required for growth.
Richard Whitworth, Managing Director, Business Consulting for Cetera Investment Management He can give you advice on practice management, assessing your firm’s value and its drivers, as well as succession and business continuity planning.
What are the primary things to consider for advisors starting their own practices?
Let’s look at a family business Richard, what are some of the challenges that surround owning and operating a family business? Are there challenges that are unique to financial services?
