Commonwealth Financial Network

Should you cast a narrower net for new clients? Advisory firms that focus on a specific client type or specialty achieve a 58 percent average growth rate, according to recent research. In a new Journal of Financial Planning article, Kristine McManus, CRPC®, chief advisor growth officer, shares tips on developing a niche. https://bit.ly/4j0WulJ #commonwealth #financialadvisor #financialplanning Financial Planning Association (FPA)

"Ultimately, markets trade on fundamentals and, as seen with recently revised third-quarter GDP data, the economy remains strong. This should ultimately lead to solid earnings growth from corporate America." Commonwealth's senior portfolio manager, Chris Fasciano, shared his thoughts with Advisorpedia on how the rate cut may affect the markets. Read more. https://bit.ly/3PnyV9g #commonwealth #financialadvisor #ratecut

As we close the chapter on 2024, we pause to reflect on the progress, partnerships, and shared successes that have defined the year. Let’s raise a glass—whether it’s coffee, tea, or champagne—to 2025, a year brimming with new possibilities and opportunities to achieve even greater heights. Here’s to continuing to grow, innovate, and succeed together. From our community to yours, we wish you a prosperous and inspiring New Year! #commonwealth

“I was having trouble sleeping at night, just thinking about the fact that we were responsible for serving over 600 households. Eventually, I decided it was time for a change, so I met with the Commonwealth team that was running the PPS outsourcing platform. I told them about my issues, and we started to realize that PPS Select would be a great thing for my practice.”    Read more about how PPS Select has increased efficiency for Michael Manning and Manning Wealth Management. https://lnkd.in/gSqWzM49     #commonwealth #financialadvisor #moneymanagement ThinkAdvisor The Manning Companies 

Longer life expectancies raise the risk that clients could outlive their retirement savings. How can you help them avoid this pitfall? Start talking about their plans and how to fund them as early as possible. See our latest Insights article for potential income sources and strategic withdrawal strategies. https://bit.ly/4fCecJc #commonwealth #financialadvisor #retirementsavings

If you’ve never heard the saying that an English degree can prepare you for any career, meet Kyle Faxon. 📖 After college, Kyle took off to teach English in Taiwan for 18 months—and learn invaluable life lessons in curiosity and the power of adaptability. And while he couldn’t have known it then, he was laying the groundwork for a decade-long Commonwealth career that would take him from being a help desk specialist in San Diego to a manager spearheading our new Cincinnati home office. “More than anything, adaptability has led me to extraordinary opportunities I never thought I’d have,” Kyle shared. “In 2014, joining Commonwealth felt like jumping onto the top of a speeding train. In many ways, I was growing at the same time Commonwealth was evolving,” Kyle said. And because Kyle was an integral part of that evolution, helping strengthen the cohesion between Commonwealth’s San Diego and Waltham teams, it’s no wonder he raised his hand to be part of our Ohio expansion. Now, in Cincinnati, he’s leading his team of 24 into an exciting new chapter. “The idea of taking the essence of Commonwealth and starting something new struck me as an incredible adventure,” he said. “I’m excited to help people work through change because I’ve worked through a lot of it myself. I’d love to make this location the flagship for what we can be together.” Curious about where a Commonwealth career could take you? Explore opportunities across all three locations. 📍 https://bit.ly/3Wi49TM #commonwealth #fintech #cincinnatijobs

According to InvestmentNews, an advisor should expect to gain 5 new clients for every 100 clients served. How do your 2024 results stack up? If you’re looking to crush your goals in 2025, we’ve got you covered. Read this article from Commonwealth’s chief advisor growth officer Kristine McManus, CRPC® for laser-focused insights on the metrics that matter. https://bit.ly/405d9Nz

Let’s talk about networking that’s truly delicious: our annual holiday pancake breakfast. Each year, colleagues from Waltham and San Diego look forward to strategically navigating syrup-laden landscapes. It’s a “stack exchange” of ideas, laughter, and seasonal celebrations. Sometimes, community spirit looks like a perfectly flipped pancake. #commonwealth #financialadvisor #employeeappreciation

With nearly two decades of investment experience, Jared Elad, APMA®, CRPC®, AAMS® made the leap toward independence in 2024. When he left the bank channel to establish Diamond Capital Wealth, his mission was to provide high-net-worth clients with customized service and a full spectrum of meaningful financial solutions. 💼💎 We’re proud to support Jared’s vision. From alternative investments to tax mitigation strategies, we’ve got Jared’s back as he focuses on building rock-solid client relationships through stability, longevity, and leading-edge technology. Learn more about Diamond Capital Wealth at https://bit.ly/3DpqQOr. #commonwealth #financialadvisor #highnetworth

We’re proud to celebrate Peter Essele, CFA®, CFP®, CAIA’s recognition on Wealth Solutions Report’s IS 5: Top Investment Solutions Platform Leaders list! His innovative leadership transforms solutions like our in-house investment management platform, Preferred Portfolio Services® (PPS) Select, into strategic powerhouses, setting new standards in excellence. Congrats, Peter, on this well-deserved honor! *2024 IS 5: Top Investment Solutions Platform Leaders, created by Wealth Solutions Report. Presented in December 2024 and based on data gathered within 12 months preceding the issue date. Award winners were determined by individual accomplishments, reputation, and excellence in their work, as determined by Wealth Solutions Report. This award does not imply an endorsement, recommendation, or reflection of the performance of the winner or winner’s firm. Your experience may vary. For more information, visit https://bit.ly/4gI0MfX. #commonwealth #financialadvisor #assetmanagement