Circle of Excellence

Cetera Financial Group, a network of independent broker-dealer firms, empowers financial advisors to grow their businesses and enhance client relationships. The Circle of Excellence event is a prestigious recognition program celebrating the top-performing advisors in the network.

• Messaging
• Branding
• Presentation Design
• Signage - Digital & Print

The Circle of Excellence (COE) event for 2023 was an elite, achievement-based celebration honoring Cetera Financial Group's highest-achieving financial advisors. The event featured luxurious experiences, networking opportunities, and direct access to senior leadership.

Étage designed a premium branding experience for Cetera's Circle of Excellence, ensuring an unforgettable and celebratory atmosphere. Our team developed a cohesive branding strategy, created impactful signage and digital assets, and produced high-quality promotional materials. We focused on delivering an event that highlighted the achievements of the advisors and provided them with exclusive perks and recognition.

• Enhanced attendee experience with a luxurious and exclusive ambiance
• Positive feedback from attendees and senior leadership
• Strengthened relationships between top-performing advisors and Cetera's leadership
• Successful event execution that reinforced Cetera's commitment to recognizing excellence