Richard Whitworth: May 6, 2019

Helpful Tips for Small Business Owners

Expert Outlook for Advisors and Trends in the Current Small Business Climate

**Small Business Week is May 5th through May 11th**

Richard Whitworth, AIF®

Managing Director, Business Consulting, Cetera Financial Group

As any small business owner can attest, starting or growing a business is no easy task. Many small business owners aren’t following a business plan or even utilizing key resources available to them.  Because of this, small business owners risk not converting recent optimism into action which is required for growth.

Small Business Week is May 5th through 11th and Richard Whitworth, Managing Director, Business Consulting for Cetera Investment Management is available to provide insight to small business owners in the financial services space. He can give advice on practice management, assessing your firm’s value and its drivers, as well as succession and business continuity planning.

For more information, please

More About Richard Whitworth

As Managing Director of Cetera Financial Group’s Business Consulting organization, Mr. Whitworth manages a team of business consultants and subject matter experts, providing the strategic and tactical framework to assist the team in reaching its goal of helping Cetera’s financial advisors with their advice‐centric growth and productivity objectives through the industry award‐winning Pentameter® process.

Mr. Whitworth is frequently quoted in industry publications and speaks regularly at industry conferences. He received his Bachelor of Science in Finance from the University of Delaware with minors in Spanish, Economics and International Business, and holds an International MBA with Honors from IE Business School in Madrid, Spain. Mr. Whitworth is also a Cum Laude graduate of The Peddie School in Hightstown, NJ. Recently, he obtained the Accredited Investment Fiduciary (AIF®) designation from fi360. In addition, he sits on the Advisory Board of the San Diego Financial Literacy Center, a non‐profit dedicated to providing financial education to local students, low income and military families in the San Diego area.


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