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BROKER-DEALERS: 1,000 Advisors or More Service
COMMONWEALTH FINANCIAL NETWORK
Commonwealth’s NextGen Business Development Group is a yearlong coaching program for affiliated advisors to develop crucial business development skills. Built and led by in-house experts, it is designed for next-gen advisors who want to accelerate their business and who want to grow revenue, add assets, and gain new clients. This program equips advisors with the knowledge they need to scale their business and expand their client base. Advisors in the program set realistic and stretch goals using Commonwealth’s NextGen Business Development Program
Business Snapshot, an internal tool that allows them to measure and track production, assets, referrals, and new clients. The program includes monthly webinars with guest speakers and top advisors, bi-weekly peer calls, a one-day session to meet with headquarters staff and experts, and business metric tracking tools.
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides more than 2,100 independent financial advisors, who oversee more than $242.9 billion in assets nationwide, with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. Providing the ultimate in service to our advisors has always been the center of our business. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.
www.commonwealth.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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