Why Join Us

Grow Your Practice

SterlingBridge Partners has a culture that supports the development and success of each member of our team through regular training, coaching and mentoring. Our leadership and support team is committed to serving our advisors, but it is the family atmosphere and collaboration amongst advisors that truly stands out. SterlingBridge Partners operates in a teamwork-based environment with mutual respect, a full-range of product solutions, and a consistent focus on the best interest of our clients.

Cetera Advisor Networks

Our broker-dealer, Cetera Advisor Networks, was built on the belief that advisors could enjoy even greater success by joining high-performance teams offering local support and guidance while sharing best practices. These local teams lead the way in helping advisors dramatically grow their business at every career stage. These teams also help provide succession options and financial support that creates successful transitions. It's a model that built Cetera Advisor Networks into one of the nation's largest and most successful independent broker-dealers.

Transitioning Your Business

We recognize the challenges of transitioning to a new Broker Dealer relationship. Our dedicated on-boarding team will guide you through each step of the process in joining SterlingBridge. We will be there to assist you from transferring your registrations and appointments to ordering your business cards to helping you move your client accounts to SterlingBridge.

Knowledgeable Client Support Team

We have a full team of dedicated professionals focused on serving the administrative needs of SterlingBridge advisors. They provide customized administrative support for each advisor depending on their specific needs including assistance with day-to-day business processing, sales and operations support.

Training & Education

We provide training and education designed to keep our advisors informed about the newest products, investment strategies and industry trends.  We offer individual and team training including:

  • One-on-one coaching and mentoring
  • Local training sessions
  • Regional and national meetings and conferences through our broker dealer
  • Product education
  • Ongoing professional development

Producer Study Group

We have formed several Study Groups of financial advisors in order to facilitate peer-to-peer learning, a critical element in advancing as a financial advisor. These study groups are small groups of advisors who assemble periodically to share ideas, learn best practices, and have others they can rely upon for support and inspiration.

Technology Support

Technology is the key to a smooth financial services operation. We understand this and have knowledgeable professionals available to provide one-on-one and online training and support for our expansive offerings of technologies including our CRM system, quote engine, and other resources to help our advisors operate efficiently.

Learn More about Joining the SterlingBridge Team

Come for a tour of our facilities, join one of our advisor training sessions, talk with a current advisor, or schedule a one-on-one call. Contact us today at (508) 797-9293 
or email gmarkoulakis@sterlingbridge.com.

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