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Cetera is actually a Broker Dealer. One of the items exclusive to Cetera Advisors is the Connect2Client (C2C) dashboard. Sometimes this is integrated into their exisiting FMG dashboard and they can toggle between the FMG and C2C dashboard. Sometimes they only have C2C and they do not have a website with us.
***Important Note*** The Cetera Advisor has to be on the FMG dashboard in order to have the ability to toggle between the two dashboards. Advisor Launchpad dashboards do not have this capability. If they are on an Advisor Launchpad platform and want C2C either get them to upgrade to an FMG package or do the workaround (See steps below).
This dashboard is a way for clients to send emails, email campaigns, as well as printed greeting cards (which has a individual cost per greeting card). The unique thing is that they can do printed greeting card campaigns as well as just sending out a single greeting card. The advisors are also not limited to just one email signature (persona). They can add up to 5 personas for free (additional personas cost extra). This way, a client can then send the emails from an individual or a group and the email signature would change per the persona. In addition, they can verify their domain and have it sent from their email and not display (In Behalf of ...).
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If the client is on ALP of downgrades to ALP packages but has or wants C2C, then do the following:
If you need to verify to the domain, navigate to the section in the GIF and follow those steps. It would usually be a domain case.