Commonwealth Financial Network

Join us in congratulating Cammy Smith of Integrated Equity Management and Jack Heintzelman, CFP?, CPWA? of Boston Wealth Strategies for being named to the InvestmentNews Rising Star list. This well-deserved recognition acknowledges Cammy and Jack as among the best wealth managers under 40 in the U.S. as they adapt to industry changes and evolving client needs—all while inspiring their industry peers. As they ascend in their callings, we’re proud to support them as they continue to make a lasting impact and create meaningful change. *2024 InvestmentNews Rising Stars, created by InvestmentNews. Presented in November 2024 and based on data gathered from July 2024 to October 2024. More than 600 advisors were considered, and 85 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit https://bit.ly/4fsuAgh for more award information. #commonwealth #financialadvisor

Fast, focused, and forward-looking insights. That’s what we deliver in The Market Observatory, our new audio series launching today. Each month, you’ll hear conversations between experts Chris Fasciano and Sam Millette as they break down the economic and market indicators we’re watching and why they matter. In our first episode, Chris and Sam share their thoughts on the post-election landscape and what it could mean for the month ahead. They’ll cover: ?? How the fixed income market was impacted ?? The Fed’s current policy stance ?? What earnings may look like in 2025 #commonwealth #finance #markets

??FINANCIAL ADVISORS!?? Let’s talk transition. We tapped our experts in to answer some common questions on this BIG step for you and your firm. Check out the Q&A below to learn how the team supports you before, during, and after your transition.? ? Q: What are the Commonwealth Transition team’s unique strengths??? A:?It’s our deep knowledge of the process. Transitions are what we do and our sole focus day in and out. Being hyper-focused on new advisor transitions has led us to build an effective roadmap for?those?who come from every corner of the industry. We are a collaborative group of people, which means no detail goes unshared with the rest of the team, and each one is logged and used to improve the process for future transitions. –Zach Reid? ? Q: How long do advisors typically collaborate with the Transition team??? A: Pre-transition time varies, but we normally recommend 6–12 weeks in advance and 90 days for post-transition. The pre-join time depends on multiple factors: the firm the advisor is leaving, if they have an employment contract, if they have to give notice prior to resigning, if they are captive versus independent, if they’re permitted to take client data, if they have a business name, what resources they have, when they get paid, and more. –Deanna Leombruno ? Q: How do you ensure that a new advisor feels confident with Commonwealth’s platforms and technology??? A: Each transition has a dedicated Transition Support Partner (TSP) who is responsible for training advisors on Commonwealth systems, tech, and processes both pre- and post-transition. The TSP systematically rolls out our suite of training materials and meets regularly to go through organized trainings, office hours sessions, and Q&As based on the advisor’s immediate needs. Our goal is to make the office comfortable without knowing everything, but rather knowing where to go and who to ask when they have a question. We also assign subject matter experts from various departments to advisors depending on their specific needs. –Nikki Griffiths ? Q: What are your tips for managing the administrative requirements of a transition?? A: Be organized, know the ins and outs of your practice, define the roles and responsibilities of your staff, ensure full communication among your office, come ready to learn, devote time to the transition process, and be ready to execute! –Deanna Leombruno ? Q: In your experience, what are the key ingredients for a successful transition?? ? A: Supplying as much information up front as you can is ideal: it’s far better to overshare than to under share and potentially run into surprises. We’ll be introducing you to new systems and processes, so come ready to learn and grow. Organization is paramount to partnering on the work involved. Any transition is a big undertaking, and although each one is unique, our goal is to make it as easy as possible. –Courtney Hincks ? Looking to continue the conversation? https://lnkd.in/eF7AFxj5

When considering a partner change, advisor-centric service was a must, according to William Kriesel, CPA-PFS, CFP, AEP. “Our decision-making was always around how changes to our business would impact our clients. Commonwealth matched what ‘the industry used to be 15 years ago.’” Read the full WealthManagement.com article to learn what led to Diversified Capital Management making the move. https://bit.ly/3AReXjj #commonwealth #financialadvisor

If you’ve got questions about strategically expanding your firm without compromising quality, we’ve got the answers. Creating a client segmentation and service model is essential to maximizing your time and allowing you to deliver the right services to the right clients as your business develops. Check out our latest Insights article for four steps you can take today. https://bit.ly/3AP0W29 #commonwealth #financialadvisor

After spending time as an RIA, Diversified Capital Management realized that to open paths for growth, they needed a partner to help streamline their operations and support them when they decided to drop their registration. Read our press release to learn how DCM has gained more time to bring value to clients by leveraging Commonwealth’s integrated technology and Compliance support. https://bit.ly/40HGRZC #commonwealth #financialadvisor William Kriesel, CPA-PFS, CFP, AEP

On this Veterans Day, we honor the brave individuals who have served—and continue to serve—our nation. We are proud to support our advisors and staff with military backgrounds or family ties to the armed forces. Your selflessness inspires us all. Thank you for your dedication and sacrifice.

In an in-depth Q&A with Barron's Advisor, Commonwealth CEO Wayne Bloom reveals the ways in which we are evolving and innovating to best support our advisors and their clients. Remaining indispensable and flexible are part of it—along with a firm commitment to culture. Read the full interview for more on how we’re investing in our advisors, from solo to ensemble to enterprise firms. https://bit.ly/40FIRBz #commonwealth #financialadvisors

If your sights are set on transforming your practice into an enterprise, we’ve got THE guide to help get you there. Download it today to discover holistic growth strategies, actionable takeaways, and additional drivers to launch your large-scale success. https://bit.ly/4fBxTS1 #commonwealth #financialadvisor

The National Association of Plan Advisors Top Women of Excellence list is full of awardees who are making significant contributions to the retirement industry and bringing exceptional quality to the profession. We’re especially excited to see Valerie Leonard, AIF?, CPFA, being recognized in the growth-focused Captain category and emerging leader Tammy Tetzlaff, AIF?, QPA, QKA, in the Rising Star category. We’re proud to see you shine! Congrats all around! ?? *2024 NAPA Top Women of Excellence, created by NAPA. Presented in October 2024 for the previous year. 767 advisors were considered, and 245 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for the most recent award information. https://bit.ly/4f0Wekn #commonwealth #financialadvisor EverThrive Financial Group?