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Richard Whitworth, AIF® ‐ Managing Director, Business Consulting from the Cetera Financial Group
https://www.cetera.com
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As Managing Director of Cetera Financial Group’s Business Consulting organization, Richard manages a team of business consultants and subject matter experts. In this role, Richards provides the strategic and tactical framework to assist the 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 has been frequently quoted in industry publications and speaks regularly at industry conferences. Richard received a Bachelor of Science in Finance from the University of Delaware with minors in Spanish, Economics and International Business, and holds 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, NJ. Recently, Richard 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.
