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Practice Management Back to Growing Your Practice In January 2009, Investment Advisor magazine featured Joni Youngwirth, Commonwealth’s managing principal, practice management, and one of the industry’s leading experts in the field, on how to craft a quick, easy, and effective business plan that works in any business climate. Read Joni’s comments. Commonwealth Chairman Joe Deitch offers tips in Financial Planning magazine (March 2008) on cultivating well-being and contentment—in your practice and in your life. Read Joe’s comments. A consulting firm within the firm Commonwealth pioneered the concept of providing complimentary consulting services for financial advisors. And we’ve never stopped perfecting our offerings to make sure we deliver what you need, at any stage of your company’s evolution. A consulting firm within the firm, our team of Practice Management professionals is at your disposal for whatever guidance you need. We can help you address big-picture challenges—like the migration from running a practice to managing a business, or learning to think less like a salesperson and more like a CEO. Or show you the specific tools that address a particular need—like a leadership workshop at one of our conferences, or a downloadable client-approved marketing brochure, or a template to help you distinguish your A clients from your C clients. We support you to:
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In January 2009, Investment Advisor magazine featured Joni Youngwirth, Commonwealth’s managing principal, practice management, and one of the industry’s leading experts in the field, on how to craft a quick, easy, and effective business plan that works in any business climate. 