Why Join George
Why Join George Wealth Management
We believe the best growth comes from meaningful conversations — the kind that earn trust and create lasting relationships. Our three-phase training program gives you a clear, practical path to build your skills, grow your client base, and expand your practice — with the flexibility to work in your own authentic style.
This isn’t about corporate buzzwords. It’s about delivering real-world support that you can measure in your results and see in your client relationships.
Coaches at Heart: Helping Advisors Build Their Businesses
Grow Naturally — One Conversation at a Time
We don’t just give you leads and wish you luck — we walk with you every step of the way. Coaching here means hands-on guidance, practical tools, and clear action plans that show you exactly how to apply what you learn in real client situations. You’ll know what to do, when to do it, and how to measure whether it’s working — without losing your individuality or creativity.
We start with what matters most: helping you have better conversations. Whether you’re guiding a parent through the specifics of college funding, helping someone compare retirement income options, or walking a business owner through our Employee Financial Wellness Program for their team, you’ll have the structure, resources, and feedback to ensure those moments lead to genuine progress for both you and your clients.
And no matter which phase you’re in, the planning process stays consistent — you’ll build on the same proven framework, applying it to new audiences and opportunities as your skills and confidence grow. Our structure exists to support your innovation, not limit it.
Our approach isn’t about transactions. It’s about building trust and delivering value over time. Advisors here see steady, compounding growth because their client relationships are deep, loyal, and consistently rewarding — both personally and financially.
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College Graduates
Our advisor training program helps new graduates launch a career in financial advising through guided licensing, real-world client experience, and a proven Natural Selling approach that focuses on listening first. In your first year, you’ll learn to connect with clients through college planning, financial wellness, and SmartAsset lead programs—building both skills and a strong income foundation.
Experienced Advisors
Our program gives experienced advisors a scalable system to grow their business, combining proven lead-generation channels—College Planning, Financial Wellness, and SmartAsset—with the Natural Selling framework to deepen client trust. You’ll gain ready-to-use marketing, workflows, and ROI-driven tools that free you to focus on meaningful client relationships and measurable growth.
Qualified client leads sent directly to your inbox.
It may be the easiest, most economical way to generate client leads and shift your business into the fast lane for growth, because your affiliation with Cetera means you're eligible for up to 100% reimbursement for program costs When you Affiliate with George Wealth Management.
Accelerate Your Growth
Focus on your existing clients while high-intent leads are screened, matched to your business, and delivered to you. LeadEngine can significantly boost your prospecting potential by leveraging SmartAsset's marketing reach and concierge services.
Supercharge Reach
SmartAsset marketing generates 68 million monthly page views, delivering leads that result in an estimated $2.6 billion in new, closed assets monthly
Fuel Opportunity
More than 66% of leads delivered do not currently have an advisor, have $996K in average assets, and 82% are retired or nearing retirement
Speed Connection
The Live Connections program saves time and supports higher conversion by connecting leads directly to you by phone with a warm transfer
How It Works
- Get started: Provide basic information to connect with a dedicated account manager.
- Customize your campaign: Choose your asset tiers, geographic target area, and monthly budget.
- Submit your profile: Send your SmartAsset profile to Advertising Review for approval.
- Go live: Get matched with leads and start your follow-up process.
You're eligible for up to 100% reimbursement of your monthly program budget in
six-month increments, paid via commissions, as follows:
| LeadEngine Six-Month Spend | 50% Reimbursement Tier1 | 100% Reimbursement Tier1 | ||
|---|---|---|---|---|
| Advisory Assets Closed | Reimbursement Amount | Advisory Assets Closed | Reimbursement Amount | |
| $6,0002 | $500,000 | $3,000 | $1,500,000 | $6,000 |
| $9,0002 | $750,000 | $4,500 | $2,250,000 | $9,000 |
| $12,0002 | $1,000,000 | $6,000 | $3,000,000 | $12,000 |
1 Only investment adviser representatives within a Cetera community are eligible, and only for leads received on or after 9/1/21. Submit requests in six-month increments for all assets closed within that time period. You must request reimbursement for assets closed within one year of receiving the lead.
2 You are free to increase your chance of receiving a reimbursement by acquiring more leads by setting your own budget in excess of the $6,000, $9,000, and $12,000 LeadEngine spend increments; however, your reimbursement percentage will be based on the LeadEngine spend increment that is closest to, but less than, your actual budget, and will not exceed the values shown in the above table.