Firm expands educational and community-building opportunities at its premier annual gathering.
WALTHAM, Mass.–(BUSINESS WIRE)–Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, reunites with its dynamic community of nearly 2,000 at its annual national conference today in San Diego, California. Affiliated advisors, home office staff, and industry partners will “Find the Good” through inspiring speakers, invigorating educational sessions, and give-back gatherings.
“I’m thrilled to meet in person with our community this year to connect with longtime friends and make new ones,” said Wayne Bloom, Commonwealth’s CEO. “I’m particularly excited to have everyone together to share all the initiatives our team is working on that strengthen our Advisors’ practices and produce optimal outcomes for their clients. Our conferences always provide an opportunity to exchange ideas collaboratively, and directly engaging with Advisors is a foundational strength of Commonwealth’s advisor-centric culture.”
This year, more than 100 educational sessions are organized into three pillars that empower advisors to perform at their peak: Evolve, Grow, and Flow. National will equip advisors with the insights and tools to elevate their business model, accelerate their practice and professional growth, and operate with maximum efficiency. Deeper dives into hot topics, such as supporting high-net-worth clients and accelerating an advisory practice for the future, will take shape as focused workshop sessions.
Additionally, Commonwealth’s leadership team will take the main stage to announce key business developments that position the firm and its advisors for continued success. There will be news about enhanced offerings and new solutions in technology, wealth management, and practice management designed to give Commonwealth-affiliated advisors a competitive advantage.
Keynote speakers include 2x Basketball Hall of Famer, NBA legend, and entrepreneur Earvin “Magic” Johnson, multimedia mogul and boxing champion Laila Ali, Olympic gold medalist and American soccer icon Mia Hamm, and J.J. Johnson, chief communications officer and executive VP, communications, public affairs, and policy for Fidelity Investments. These individuals exemplify the conference theme of grounding personal and business growth in a commitment to social responsibility.
One-on-one conversations and guidance on any topic are available to attendees at the Commonwealth HUB, a convenient meeting space staffed by home office specialists spanning all of the firm’s business solutions.
Commonwealth has also partnered with Think Dignity, a San Diego homeless advocacy agency, to support the needs of individuals experiencing homelessness. Conference attendees can volunteer their time to assemble more than 1,000 hygiene packs for distribution in the local community.
About Commonwealth Financial Network®
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors nationwide by visiting www.commonwealth.com.
Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.