Connect2Peers

Cetera Financial is a leading network of independent broker-dealer firms empowering financial professionals. Their mission is to support advisors in growing their businesses and enhancing client relationships.

• Event Architecture
• Theme Development
• Speaker Management
• Technical Direction
• Art Direction
• Presentation Design
• Screen Design
• Communication Plan & Execution
• Signage - Digital & Print
• Scriptwriting / Copywriting
• Expo Planning
• General Session Management

Cetera aimed to provide a platform for peer-to-peer learning and collaboration among financial advisors.

Étage developed a comprehensive strategy for the Connect2Peers event, focusing on creating an engaging environment for financial advisors to share knowledge and experiences. We managed all aspects of the event, from architecture and theme development to speaker management and technical direction.

• Enhanced peer-to-peer engagement
• Positive feedback from attendees and stakeholders
• Successful execution of event logistics and management