Press Releases
WHAT'S NEW AT
GLOBE WEALTH MANAGEMENT
Cetera 2022 Connect2Peers Conference
AUGUST 2022 | DALLAS, TX
Stacey Blodgett and Regina Kozsan Attend
Cetera Financial Group’s Connect2Peers Conference.
Annual event serves as an intensive educational
and networking opportunity for top advisors.
Given that the past several years have brought travel limitations as a result of the COVID-19 pandemic - Stacey and Regina's attendance at the Cetera 2022 Connect2Peers Conference was made even more meaningful.
Connect2Peers is an educational forum for top financial advisors within the Cetera network. The conference provided Stacey and Regina the opportunity to collaborate with successful peers who shared some of the latest technologies, current investment philosophies, best practices, and ideas to enhance the client experience.
During the Connect2Peers conference, Stacey and Regina were invited to share their expertise with approximately 300 financial advisors from around the country. They spoke about business partnerships and the benefits of building a supportive team that works directly with clients. This helps ensure the continuity of service through many different life events.
Event content included peer-to-peer panels, roundtables and interactive sessions. Speakers shared best practices and tips for meeting and exceeding client expectations.
Connect2Peers covered today’s most pressing client topics including retirement savings, income planning, market volatility, risk, and cryptocurrency trends to name just a few.
Stacey and Regina returned excited to share some of the content with their clients.
INVESTED IN TEAMWORK:
In addition to attending three days of idea sharing and peer-to-peer collaboration, attendees had the chance to enjoy team building events at AT&T Stadium – home of the Dallas Cowboys.
MARCH 2020:
Georgia Tech University | Atlanta, GA
Stacey Blodgett Attends Cetera Financial Group's
Wealth Management University.
Semi-annual event serves as an intensive educational
and networking opportunity for top advisors.
MAY 2019:
The UCLA Meyer and Renee Luskin Conference Center
Los Angeles, CA
Stacey Blodgett Attends Cetera Financial Group's
Wealth Management University.
Semi-annual event serves as an intensive educational
and networking opportunity for top advisors.
OCTOBER 2018:
The University of Texas | Austin, TX
Stacey Blodgett Attends Cetera Financial Group's
Wealth Management University.
Semi-annual event serves as an intensive educational
and networking opportunity for top advisors.
NOVEMBER 2017:
The University of Texas | Austin, TX
Stacey Blodgett Attends Cetera Financial Group's
Wealth Management University.
Semi-annual event serves as an intensive educational
and networking opportunity for top advisors.
DECEMBER 2015:
Concord, NH
New Hampshire Financial Services Firm,
Globe Wealth Management, Makes Staff Announcement.
Kyle Ross promoted to Client Services Manager and Financial Advisor.
JULY 2014:
Concord, NH
Globe Wealth Management Adds
Marketing Director to Their Growing Team.
Richard W. Holt Johnson joins firm as Director of Marketing.