Andina Anderson, Head of RIA Blueprint for Cetera, in her Client Stories feature 

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Set the Standard First, Then Choose the Tools

Andina Anderson of Cetera on sequencing, flexibility, and building for the long term.

Watch Andina's story 

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More Stories

Client Stories spans the full range of what it means to build and run an advisory firm — growth, succession, technology, and the client relationships that make it all work. Every conversation is unscripted and told in their own words.

Andrew Nida, President and Owner of Asset Management Group 

From $1M to $100M: Andrew's Story

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Bill Eckles 

UNLOCKING Soon — Client Perspective

Bill Eckles

An end client on 20 years of trust, an ESOP transition, and multigenerational business

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MacKenzie Bento 

Unlocking Soon

MacKenzie Bento

Managing a tech transition across a diverse, multi-niche practice

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Ann Shadle 

Unlocking Soon

Ann Shadle

Building a firm rooted in community — and the integrations keeping it running

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Andina Anderson, Head of RIA Blueprint for Cetera 

Set the Standard First, Then Choose the Tools: Andina's Story

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Ferian Nickelson 

UNLOCKING Soon

Ferian Nickelson

How a fast-scaling consolidator model is reshaping succession planning

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Laura Furner 

UNLOCKing Soon

Laura Furner

A boomerang story on automation, AI, and choosing the right partner.

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Kendyl Roundtree 

Unlocking Soon

Kendyl Roundtree

A multigenerational story about what it really means to help a family stay together

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Never Miss a Story

Client Stories publishes monthly.

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