In May, the Advisor Outreach team had the opportunity to attend the Cetera Third Party Recruiting event at Texas Motor Speedway in Dallas — and it was another great reminder of why Cetera continues to be one of the strongest and most respected partners in the independent wealth management space.

Over the past several years, Advisor Outreach has worked closely with the Cetera team to help financial advisors and practices evaluate transition opportunities across their ecosystem. In 2026 alone, we already have dozens of advisors and teams moving forward with Cetera in various capacities, and momentum continues to build.

While the racing experience itself was incredible, what stood out most throughout the event was the culture behind the organization.

From leadership to recruiting to transition support, Cetera consistently demonstrates a genuine commitment to advisors and to the independent model. Spending time with their team in person only reinforced what we continue to hear from advisors across the country — that culture, accessibility, and flexibility matter now more than ever.

One of the things we value most at Advisor Outreach is getting advisors into the right fit, and that requires strong relationships with firms that are truly invested in advisor success. Cetera continues to stand out in that regard.

The event also provided a great opportunity to connect with other third-party recruiting firms, industry leaders, and consultants from across the country. Conversations throughout the week centered around advisor needs, transition trends, growth strategies, and how firms can continue improving the advisor experience in an increasingly competitive landscape.

Of course, the NASCAR experience itself didn’t disappoint either.

Whether it was standing trackside, touring pit road, or spending time with great people outside the normal day-to-day meetings and calls, the event created an atmosphere that was both fun and productive.

And we would be remiss if we didn’t mention Frank LaRosa’s racing suit featuring the Elite Consulting branding on the back — which quickly became one of the highlights of the trip. Absolutely elite behavior.

We want to sincerely thank the entire Cetera team for the hospitality, partnership, and continued trust in Advisor Outreach. We’re excited about what’s ahead and look forward to continuing to help advisors explore opportunities that align with their goals, culture, and long-term vision.