Marketing assets

Cetera opens registrations for the exclusive Connect22 experience

The line-up of speakers includes the leaders of Cetera, the Mondavi sisters, the pickleball champion, Washington insider and retired FBI agent

Connect22 to provide inspiration, continuing education, networking and entertainment for Cetera’s finance professionals through six personalized journeys

LOS ANGELES, September 12, 2022 /PRNewswire/ — Cetera Financial Groupone of America’s largest networks of finance professionals, today announced that it has opened registration and unveiled the speaker roster for its exclusive Connect22 Experience taking place October 24-27, 2022. Connect is Cetera’s award-winning annual event series that is a unique and innovative program through digital, in-person and performance marketing engagement throughout the year. Connect22 will combine the best educational and experiential elements of the four-day conference series of inspiration, education and timely information designed to help advisors grow their business. Content will be diverse and well-developed by Cetera’s strategic partners, who bring deep expertise on today’s most pressing topics for advisors, and by Cetera’s home office experts and engaging artists. Connect22 attendees will enjoy live interaction within the virtual event, with multiple live Q&A sessions between attendees, strategic partners and speakers.

“Connect22 will deliver fresh ideas and thoughtful strategies to help Cetera’s finance professionals grow their businesses at a critical time,” said Peggy Jordan, SVP, Head of Experiences and Events at Cetera. “The content experience will be second to none thanks to last year’s Connect attendees who provided valuable feedback that helps ensure Connect22 exceeds expectations, and insights from our strategic partners. We look forward to Connect22 and encourage all finance professionals affiliated with Cetera to witness what we expect to be our best Connect experience yet.”

To help maximize engagement with attendees, Cetera provides strategic partners with innovative data and performance marketing analytics that detail the event experience, including session feedback, benchmarking and participant satisfaction scores. Data-centric approach helps ensure content partners and attendees maximize the experience together and focus on the most important and relevant opportunities to engage and serve as a framework for post-event collaboration . Connect22 topics and speakers are organized into six tracks, allowing attendees to select the most relevant and impactful topics and speakers for their business. Speakers and topics include:

  • Entertainment and lifestyle sessions and guest speakers, including a professional pickleball player Jennifer Dawsonwho will teach the basics of the nation’s fastest growing sport and explain how pickleball got its start, plus provide tips on how to pickle the ball like a pro.
  • Washington initiated Jeff Bush which will provide a timely overview of the midterm elections that breaks down potential scenarios and implications for advisors and investors.
  • The Mondavi sisters, fourth-generation winemakers, who will discuss the importance of succession planning and share their perspective on what legacy means to them as they carry on the legacy of their great-grandfathers. relatives in the north California.
  • Jeff Lanzaa retired FBI agent and cybersecurity and identity theft expert who will share the latest client security tips to help finance professionals protect investors.
  • New market insights from Cetera CIO Gene Goldman, CFA®that can help turn adversity into opportunity.
  • Admin swap sessions that provide attendees with strategies to build the skills of their team members by learning about the latest tools and best practices.

Cetera has a proven track record of delivering successful virtual training and experiences for its finance professionals: nearly 6,000 finance professionals signed up for Connect21 last year, and attendees provided record feedback, with an average session rating of 4.63 out of 5.0. Cetera’s Connect series has won three Stevie Awards, which recognize the achievements and contributions of companies and business people around the world among 12,000 entries each year in more than 70 countries. The [email protected] virtual conferencing in 2020 – a completely redesigned on-demand version of the Connect series – won a Silver Stevie® Award.

Connect22 is free for all financial professionals, advisors and administrative staff affiliated with Cetera. Cetera finance professionals should visit and speak with their growth agent for registration details.

About Cetera Financial Group®
Cetera Financial Group (Cetera) is a leading financial services company whose goal is to enable the delivery of best-in-class financial advice to as many Americans as possible. Cetera empowers its communities of finance professionals to help its clients achieve their version of financial wellness through the advice-centric experience®. Cetera is proud to serve independent financial professionals, tax professionals, banks and credit unions by providing a wide range of financial planning and wealth management services.

Cetera oversees approximately $353 billion of assets under administration and $122 billion of assets under management, December 31, 2021.

Visit www.cetera.comand follow Cetera on LinkedIn, Twitter and Facebook.

“Cetera Financial Group” means the network of independent retail companies including, but not limited to, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (trading as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC and First Allied Securities, Inc. All firms are FINRA/SIPC members. Located at: 655 W. Broadway, 11e Floor, San DiegoCA 92101.

Persons affiliated with Cetera companies are either registered representatives who provide brokerage services only and receive transaction-based compensation (commissions), representatives of investment advisers who provide investment advisory services only and receive fees based on the assets, namely registered representatives and representatives of investment advisers, who can offer both types of services.

SOURCE Cetera Financial Group