Joseph Sullivan, CEO/Financial Advisor of Comprehensive Strategies, recently attended Cetera Financial Group’s (“Cetera”) Connect18 national conference, the first-ever gathering of advisors and home office executives from across its network member firms, nationwide. The event, which took place August 22 – 25 at the Henry B. González Convention Center in San Antonio, was created by advisors, for advisors.
Designed in partnership with representatives from each of Cetera’s member firms, Connect18 saw 3,500 advisors, home office employees and product sponsors participate in a unique and enlightening slate of networking and learning opportunities all focused on transforming the advisor and client experience to create sustainable competitive advantages. The event included more than 200 breakout sessions, providing ample opportunity for attendees to hear from a wide range of business and political thought leaders, and to meet with professionals from both their own firms and others in the Cetera network.
In addition to the wide array of speakers, Sullivan shared the stage with a few other peers to discuss When Life Happens: Helping Clients through Life Events and Transitions. Sullivan shared his knowledge in teaching the breakout session on the topic of working with close friends and family on sensitive financial and insurance needs.
Sullivan has been fulfilling the financial needs of individuals and businesses in the New England area with Cetera Financial Group since 2015. He has 35 years of experience in the financial services industry.
Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA/SIPC. Cetera is under separate ownership from any other entity.