Cetera: Advisor Emergency Planning & Communications Toolkit
- Cetera Financial Group has introduced it's Emergency Planning and Communications Kit, or E-PACK, designed to equip financial advisors with resources to support clients and maintain business operations during...
- The E-PACK features a disaster recovery plan template, guidelines for emergency response, client communication scripts, a disaster preparation checklist, and advice on charitable donations.
- Michael Zuna,Cetera's chief marketing officer and chief communications officer,emphasized the importance of financial professionals during uncertain times.
Cetera Financial empowers advisors with its new Emergency Planning and Communications Kit (E-PACK), a vital resource designed to guide clients and sustain business operations during crises. Following the devastation of recent hurricanes and wildfires, Cetera’s E-PACK delivers a disaster recovery plan template, client dialog scripts, and a comprehensive checklist. This toolkit provides financial advisors with the crucial tools needed to navigate challenging events effectively. Chief Marketing Officer, Michael Zuna, highlights how advisors are clients’ first point of contact during uncertain times. News Directory 3 has closely followed Cetera’s commitment to advisor support. Discover what’s next as Cetera continues to refine the E-PACK.
Cetera Financial launches emergency Planning Toolkit for Advisors
Updated May 31, 2025
Cetera Financial Group has introduced it’s Emergency Planning and Communications Kit, or E-PACK, designed to equip financial advisors with resources to support clients and maintain business operations during critical events. The initiative follows the aftermath of hurricanes in Florida last year and the recent wildfires in Southern California, highlighting the need for preparedness.
The E-PACK features a disaster recovery plan template, guidelines for emergency response, client communication scripts, a disaster preparation checklist, and advice on charitable donations. This comprehensive approach aims to provide advisors with the tools necessary to navigate challenging situations effectively.
Michael Zuna,Cetera’s chief marketing officer and chief communications officer,emphasized the importance of financial professionals during uncertain times. He said clients often seek guidance, resources, and reassurance from their advisors first.
elements of the E-PACK were implemented during the California wildfires earlier this year, demonstrating the toolkit’s practical application.
As of Sept. 30, 2024, Cetera reported overseeing more than $545 billion in assets under administration and $235 billion in assets under management.
What’s next
cetera plans to continue refining and expanding the E-PACK based on advisor feedback and evolving needs, ensuring its relevance in future crises.