Home-grown "Rise to Elite" program helping Financial Professionals to grow their practice has quickly evolved into a defining element of the Avantax Community
DALLAS, June 6, 2025 -- Avantax, a community of tax-focused financial professionals within Cetera, has been recognized as a finalist in the 2025 Wealth Management Industry Awards ("Wealthies")* for Practice Management among broker-dealers with 1,000 or more advisors. Now in its 11th year, the annual WealthManagement.com Industry Awards honors the individuals, organizations and companies that help financial advisors build better businesses and pursue better outcomes for their clients.
Avantax is a 2025 "Wealthies" finalist for "Avantax Rise to Elite," its home-grown, complimentary peer-to-peer coaching program for firms aspiring to achieve significant growth in their wealth management business. Crafted by the Avantax Home Office team and Avantax Financial Professionals specifically for their growth-oriented peers, the curriculum offers scalable, repeatable business strategies complemented by coaching and accountability partners.
Rise to Elite offers peer mentorship for financial professionals. It provides collaborative growth through coaching, strategic planning, and ongoing support. Central to its ethos is the provision of access to small group coaching sessions, where advisors can engage in discussions, share insights, and glean wisdom and best practices from experienced mentors. The program ensures participants are equipped with tools and knowledge needed to grow their firms to the next level and serve clients effectively. Beyond instruction, the program helps foster meaningful relationships with successful Financial Professionals who share similar aspirations and objectives.
Results achieved by Rise to Elite graduates underscore the program's efficacy. For example, there's a notable uptick in both AUA and client acquisition among program participants, and on average, Rise to Elite graduates report a 15% to 20% year-over-year increase in their AUM in comparison to similarly situated peers.
"The momentum behind Rise to Elite over the past year has been truly remarkable," said Nona Rosa, Advisor Growth Coaching Officer at Cetera. "What started as a new program has quickly evolved into a defining element of the Avantax Community. It embodies our belief that success is amplified through our community's unique approach to collaboration – where advisors not only strive for their own growth but passionately celebrate the achievements of their peers. That spirit of unity and shared purpose is what makes Rise to Elite so powerful."
Rosa said long-time elite independent Avantax financial advisor Kyle Johnson, a coach in the Rise to Elite program and owner of Link Wealth Strategies in Topeka, Kansas, personifies advisors' spirit of collaboration.
"Watching advisors grow through Rise to Elite this past year has been one of the most rewarding experiences of my career," Johnson said. "This isn't just about hitting milestones, it's about unlocking potential, building confidence, and creating a growth culture where success is shared. The camaraderie, the breakthroughs, the personal wins – every single moment we're together – reinforces why this program matters. It's a privilege to help guide such driven professionals along their unique growth journeys."
Avantax will be recognized alongside other finalists at the Wealth Management Industry Awards Gala, which will take place Sept. 4, 2025, at Cipriani 42nd Street in New York City.
Tax and financial professionals can learn more about Avantax by clicking here.
About Avantax®
Avantax, a unique community within Cetera Holdings ("Cetera"), delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients' tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model and the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors and offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., and insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax Investment Services, Inc., and partners with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. For additional information, please visit www.avantax.com.
*The WealthManagement.com Industry Awards program recognizes outstanding organizations and individuals that support financial advisor success. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
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