A Conversation with Trap Kloman, COO of Commonwealth

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About This Episode

Commonwealth Financial Network opened its doors in 1979 as a small Massachusetts broker/dealer with big aspirations. While remaining privately held, it has grown rapidly, along the way establishing itself as a pioneer in advancing practice management and in leading the way for fee-based advisor business solutions. It now operates in all 50 states, empowering more than 2,000 independent advisors who manage over $200 billion in assets, with a home office staff of 770 professionals.

About Our Guest

Trap Kloman is my guest today. He is Commonwealth’s president and chief operating officer. He partners with the managing principals to listen and learn from their advisors, to ensure their employees have what they need every day to provide indispensable service, and to develop strategic opportunities and operational efficiencies to support the continued success of Commonwealth and its advisors.

Show Notes

Here is a link to the Commonwealth web site, where you can find more information about Trap, his company and the services it offers to advisors.