Top-tier educational experiences, business-building networking opportunities, and nationally recognized experts make Commonwealth conferences and seminars the talk of the industry.
Raising the bar to raise the level of the experience
Grow your business while also growing as an advisor, an individual, and the CEO of your independent practice. We mix premier intellectual talent with ample doses of fun, camaraderie, networking, and exclusive experiences.
Held every autumn, the National Conference is our largest and most comprehensive program of the year. Nearly 1,800 attendees take advantage of thought-provoking keynote speakers, in-depth business-building sessions, incredible networking opportunities, and evening social events. Our 2018 conference will take place in November at the JW Marriott in Austin, Texas.
Open to advisors who set and meet aggressive revenue goals for the year, the Chairman’s Retreat is structured as an intensive, high-level educational and social experience. Our 2018 program will be held in late January at the historic Charles Hotel in Cambridge, Massachusetts.
Qualifying advisors, along with their guests, are invited to attend this top-producer meeting to enjoy time with other Commonwealth leaders. Our 2018 program will be held in late June aboard the Silversea Silver Shadow on an Alaskan cruise from Vancouver to Seward/Anchorage.
Qualifying advisors, along with their guests, are invited to attend President’s Club, a top-producer meeting offering the perfect balance of work and leisure. Our 2018 program will be held in early June at the Penha Longa in Sintra, Portugal.
Qualifying advisors, along with their guests, are invited to attend Summit Club, which combines education with recreation and relaxation. Our 2018 program will be held in late March at the Ritz-Carlton, Dove Mountain in Marana, Arizona.
Qualifying advisors, along with their guests, are invited to attend Vista Club, which offers the opportunity to experience invigorating activities, find respite, and network. Our 2018 program will be held in May at the Ritz-Carlton, Amelia Island in Fernandina Beach, Florida.
Qualifying advisors are invited to bring one guest to attend Founder’s Club, a new top-producer program designed to welcome qualifiers to the Commonwealth family. Our 2018 program will be held in early May at the Fairmont Sonoma Mission Inn & Spa in Sonoma, California.
Qualifying advisors are invited to attend Business Experience, a customized program designed to provide a valuable learning experience. Our 2018 program will be held in May at the Fairmont Olympic Hotel in Seattle, Washington.
The Commonwealth Institute for Staff
Training and retaining talented support staff is critical to the growth of your business. We offer a number of professional development opportunities to help keep employees at all levels informed, engaged, and contributing to your organization’s success. Two of our most popular programs are:
This nuts–and–bolts course offers two full days of intensive learning to bring new employees up to speed. Attendees learn the critical information needed to perform their daily job functions and leave with a much better understanding of what is available from Commonwealth and how to best use our resources.
Our annual staff event, styled on our annual National Conference for advisors, offers expanded content to empower support staff in all roles to take their learning to the next level. The conference offers sessions that draw on material presented at the year’s advisor–focused events and provides learning tracks for those who are in or who would like to grow into new positions with your firm.
Education and Development to Empower You to Succeed
The following programs are designed to help you optimize the way you work and are delivered to you with our compliments as part of our partnership.
Be Our Guest
This one-day program highlights the many tools and resources available across Commonwealth to help you get the most out of our home office support and expertise.
This peer-supported, collaborative program is designed to help you develop results-driven ideas for increasing revenue and AUM and expanding your client base.
Take a one-day deep dive into the client-facing activities—such as introductions, client events, and networking—that are most likely to boost your top-line revenue.
Enhanced OfferingsThe following programs are available for advisors seeking to intensify their learning and development experiences. Fees apply.
Associate/Senior Mentor Program
Offered in a group setting, this year-long program aims to cultivate the development of associate advisors in larger practices through workshops, coaching calls, and charted development.
Power in Practice
This exclusive in-house business coaching program provides a systematic plan, guidance, tactical steps, built-in accountability, and personal coaching to help you increase revenue. It helps you broaden the focus from working “in” to working “on” your business.
Geared toward large, ensemble firms, this intensive nine-month program features three in-person workshops and helps you assess your firm’s underlying needs and develop strategies and goals for growing and evolving your business.