This week, our dedicated advisors attended the prestigious Cetera Advisors | Advisor Insight 2026 in Las Vegas. The event focused on key strategies for practice growth, operational efficiency, and delivering exceptional client experiences.
Notable highlights included Jeff Anthony’s session, “Community Involvement and Growth through COIs,” which touched on community engagement, strategic networking, and partnerships that can drive meaningful growth and long-term relationships. Samantha Jackson’s “Be Our Guest” session highlighted how Disney-inspired principles can elevate service excellence, create consistent experiences, and enhance the overall client journey.
We are looking forward to applying these insights to strengthen our practices and deliver even greater value to our clients.
Takeaways from Advisor Insight 2026 in Las Vegas
January 16, 2026