Accelerate Your Growth

Tap into intellectual capital, targeted marketing strategies, and tailored development programs to join the ranks of the industry's most productive advisors.*

Three people sitting at a table in an atrium setting with plants

Welcome to realized gains

Achieve the growth you envision—and at a scale and pace you control—whether you're looking to deepen client relationships, evolve as a leader, or boost your bottom line.

Here's how:

Advanced Planning & Research, Complete Marketing Support, Personalized Development Programs

Advanced planning and research to add value 

A deep bench of in-house consultants acts as an extension of your practice, equipping you to deliver outside-the-box thinking and advice and helping you gain standing as an industry authority.  

  • Guidance from niche-credentialed specialists helps you zero in on complex issues.
  • Objective analysis informs your planning recommendations.
  • Competitive, institutional-quality research provides a foundation for building portfolios.
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Looking for creative solutions that cater to the needs of high-net-worth clients?

Complete marketing support to differentiate your business  

Consultative guidance, combined with a robust suite of customized marketing strategies, solutions, and resources, helps you deepen connections, capture the attention of prospects, and grow with intention.

  • Brand-building strategies and tactical tools enable you to set yourself apart.
  • A dynamic, turnkey library helps you engage clients and reinforce your value.
  • 1:1 guidance helps you create a marketing road map.

Personalized development programs to build momentum   

In-house development and educational programs provide you with hands-on consultative coaching to develop as a leader and strategic guidance and tactical steps for putting profitability ideas into practice.

  • Custom training helps you transition to and thrive in the role of CEO.
  • Documented best practices to expand your client base.
  • Targeted techniques help you focus on revenue-generating activities.

Discover the power of a different kind of partnership.

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

Becca Hajjar-footer

Are we a good fit?

Hi, I'm Becca, managing principal, chief business development officer at Commonwealth. I can't wait to learn more about you and share our Commonwealth story.