Advisor-Centric Culture

Supercharge your business growth by joining a community designed for financial advisors like you.

Two conference attendees smile and connect

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
Ryan Fleming, Armstrong, Fleming & Moore, Inc., with Commonwealth since 2009
Ryan Fleming, Armstrong, Fleming & Moore, Inc., with Commonwealth since 2009Read Ryan's Story
Attendees gather at Commonwealth Financial Network's National Conference

Commonwealth advisors and team members enjoyed hearing from inspirational speakers, industry partner experts, and home office staff at our annual National Conference—our community’s flagship educational event.


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:

Christine Byrne, Back Cove Financialwith Commonwealth since 2000

Access reliable industry expertise and peer support

A Dynamic Network

Connect with advisors who are happy to share their insights, knowledge, and expertise.

Next-Level Guidance

Choose from a wide variety of targeted mentorship opportunities.

Powerful Insights

Meet high-profile, successful advisors representing every business model.

Sustainable Growth

Efficiently align your personal and professional goals to drive your firm's growth.
42.3% Commonwealth has the highest percentage of CFP® professionals**
Commonwealth advisors learn and network at a spring program event.

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
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Community members give the Gingerland Preschool in Nevis, West Indies, a fresh coat of paint during our 2022 Leaders Conference.

Be a force for good

Feel great about opportunities to give back to communities across the globe through Commonwealth Cares.
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Get excited about our annual Special Service Award, given to advisors who go above and beyond for dedication to their communities.
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Commonwealth Cares has served 1,845 worthy organizations and counting

*According to InvestmentNews 2022 Independent Broker-Dealer Survey.

**Highest gross revenue per advisor among independent broker/dealers, as reported by Financial Advisor, April 2022.

 

Becca Hajjar-footer

Hi, I’m Becca, managing principal, chief business development officer at Commonwealth. Connect with me to see how an advisor-centric culture can help your business grow.