Cetera Connect2Peers 2025: A Hub for Financial Growth and Community
With community focus, strategy, and forward momentum, the Connect2Peers 2025 event has solidified Cetera's status as a trusted space for growth-driven financial professionals.
Dynamic Attendance at Connect2Peers
Cetera recently achieved remarkable attendance numbers at its Connect2Peers event. Nearly 2,000 financial professionals participated in this immersive experience featuring peer-led sessions and strategic insights aimed at fostering connections within the financial community.
Exploring New Initiatives and Learning
The sessions covered a wide variety of topics, including growth strategies, technology integration, and business planning. New offerings such as the Expert Bars and special lounges for hands-on experience with innovative tools showcased Cetera's commitment to enhancing financial advisory practices.
Insights from Thought Leaders
Attendees were treated to transformative ideas about innovative thinking and substantial growth from keynote speaker Peter Diamandis, MD, an influential voice in the entrepreneurial landscape. The event wrapped up with celebratory reflections on community and Cetera's pledge to empower financial professionals on their unique business journeys.
Cetara's Commitment to Advisor Growth
Todd Mackay, President of Cetera Wealth Management, emphasized the vibrant community aspect of this gathering: "This event is about more than content. It's about fueling momentum through community. When our financial professionals grow, Cetera grows. And when that momentum aligns, it's not just growth; it's acceleration. Connect2Peers is where that alignment happens." This sentiment captures the essence of what Cetera aims to achieve with its gatherings.
Tracking Growth Through Attendance
Historically, financial professionals who attended Connect2Peers have shown more than double the growth in assets under administration (AUA) compared to those who could not join. This statistic highlights the event's potential to catalyze success.
Strategic Imperatives Highlighted
The three-day event brought CETERA's strategic essentials to the forefront. Key focuses included the adoption of the firm's Growth360 planning framework and increased access to alternative investments. Furthermore, new functionalities for the IntelligenceEngine platform were previewed, solidifying Cetera's role as a technology leader in the financial sector.
Personalized Training and Tools
Participants engaged in tailored sessions, learning how to incorporate these innovations into their growth strategies effectively. Michael Zuna, Chief Marketing and Communications Officer for Cetera, underscored the importance of collaboration, saying, "Our financial professionals are the center of everything we do."
Cetara's Philanthropic Initiatives
Cetara is committed not just to financial growth but also to enhancing financial literacy. During Connect2Peers, the company and its professionals raised an impressive $140,000 for the Council for Economic Education. This initiative, spearheaded by the nonprofit Caring Cetera, reflects the organization's passion for empowering future generations with financial knowledge and resources.
Looking Ahead: Connect2Peers 2026
Mark your calendars for Connect2Peers 2026, scheduled to take place in Salt Lake City. The anticipation builds as Cetera prepares to continue its journey of innovation and community building within the financial advisory landscape.
About Cetera
Cetera Financial Group is recognized as the premier Wealth Hub for financial advisors, offering personalized support and flexible affiliation models. With approximately 12,000 advisors and institutions within its ecosystem, Cetera empowers professionals to thrive in their careers on their terms.
By leveraging cutting-edge technology and fostering a collaborative culture, Cetera stands out from traditional investment brokerages. The five-channel model they offer is designed to drive sustainable and repeatable growth for their affiliated advisors.
As of the latest reporting, Cetera manages a staggering $590 billion in assets under administration, along with $263 billion in assets under management. Its acclaimed Voice of the Customer program boasts a 4.8 out of 5 rating, showcasing the high level of satisfaction among advisors.
Frequently Asked Questions
What is Connect2Peers?
Connect2Peers is an annual event hosted by Cetera that gathers financial professionals for networking, learning, and sharing strategic insights.
When is the next Connect2Peers event?
Connect2Peers 2026 is scheduled for August 3-6, 2026, in Salt Lake City.
How does Connect2Peers benefit attendees?
Attendees experience significant growth opportunities, network with peer professionals, and gain access to innovative tools and strategies that enhance their practices.
What are some key topics covered at Connect2Peers?
Topics span business growth, technology integration, succession planning, and more, with expert-led sessions designed to foster actionable insights.
What is Cetera's strategy for advisor support?
Cetera focuses on empowering financial professionals through personalized support, advanced technology, and a commitment to advisor-first growth strategies.
