Connect

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 Positioning & Theme Development
• Brand Identity & Creative Development
• Event Messaging & Communications
• Event Strategy & Production
• Design & Project Management
• Creative Direction

Cetera Financial sought to create a financial services conference designed solely for its attendees. The Connect series emerged as an opportunity to prioritize the needs of advisors, fostering a unique event atmosphere driven by their agenda.

Étage crafted a new vision for financial professionals: "For Advisors, By Advisors." This concept allowed for a curated and intimate conference experience centered around the audience's needs. We focused on event positioning, theme development, and creative direction to ensure a cohesive and engaging attendee experience.

• Enhanced advisor engagement and satisfaction
• Increased attendance and participation
• Positive feedback from attendees and stakeholders