Forge powerful industry connections
Your firm's success hinges on your ability to connect with trusted colleagues and financial industry experts. Those connections help you stay up to speed on the latest trends, news, and regulations. Most importantly, your community should help drive better ROI and enhance your goals—so you can keep providing your clients with the best service possible.
Explore how you'll be able to elevate your business as part of our community:
Make connections that support your business goals
- Build relationships with the highest-producing financial advisors in the industry*
- Grow your status within the advisor community and among prospective clients
- Get exclusive access to events that help build your professional abilities
- Meet business-savvy advisors who have been with Commonwealth for 10 years on average
- Make lasting relationships with our leadership team and reach out for one-on-one support
Connect at our National Conference
The National Conference is Commonwealth's premier educational event where advisors and team members engage in thoughtful content on topics like:
Access reliable industry expertise and peer support
A Dynamic Network
See your feedback drive positive change
- Easily share your ideas and questions using our online feedback forum
- Get timely responses from Commonwealth's subject-matter experts in areas like Practice Management, Compliance, Marketing, and more
- Gain detailed visibility into your peers' needs and challenges
Be a force for good
*According to InvestmentNews 2022 Independent Broker-Dealer Survey.
**Highest gross revenue per advisor among independent broker/dealers, as reported by Financial Advisor, April 2022.