Featured White Papers from Commonwealth Financial Network

Commonwealth Financial Network
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Waltham, MA 02453

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Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports approximately 1,950 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.

Financial Planning for Millennial Women: A Checklist for Financial Advisors

September 02, 2020

Although many millennial women’s needs will overlap with their more established counterparts, younger female clients face unique challenges and opportunities. Our complimentary checklist shows how you can guide these clients to become more knowledgeable, empowered, and confident about their financial outlook. Learn more about why millennial women are an emerging clientele, ways advisors can serve them better, and the right questions to ask to encourage independence.

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Midyear Outlook 2020: Will Risks Create Detour On Road To Recovery?

August 01, 2020

So much has happened already that it may seem hard to believe we’re only halfway through the year. What can we expect for the remainder of 2020? An economic recovery looks promising, but a second wave of the pandemic could set us back. See what Commonwealth CIO Brad McMillan is watching and what other factors could affect how we end the year in our Midyear Outlook 2020: Will Risks Create Detour on Road to Recovery?

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5 Strategies for Communicating with Clients in Changing Times

May 15, 2020

In unsteady times, steady talk with your clients can make all the difference in enabling you to strengthen bonds and solidify trust with them. You don’t have to have all the answers—but an effective communications approach can help them feel anchored and ensure that your practice keeps thriving. Our complimentary guide outlines five clear-cut strategies for helping you talk through the uncertainty and position yourself as your clients’ solid ground.

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Achieving Financial Fitness: A Checklist for Your Female Clients

April 01, 2020

Numerous surveys show that women often defer to their male partner regarding financial decisions. By doing so, they may be tragically unprepared to deal with their financial affairs in the event of divorce or death of a spouse. But there’s a solution: get women involved in financial planning by sharing your knowledge. Our free checklist details key steps toward helping female clients understand and gain control of their finances.

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Outlook 2020: Slower Growth, with a Chance of Recession

March 01, 2020

This expansion cycle has lasted much longer than usual, and major market indicators have moved closer to recessionary levels. Does this mean there’s a downturn on the horizon? Brad McMillan, Commonwealth’s chief investment officer, looks at several factors that should determine where we’re headed and explains why a recession—if there is one—won’t be as bad as many fear.

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Behavior Modification Guide: How to Motivate Clients to Execute Change

December 01, 2019

Do you have clients who are overspending, have lost sight of their goals, or are stuck in a state of inertia? This guide explains the steps you can take to help them regain control of their financial lives. Understanding the principles of behavior modification, including the five stages of change, is the key to leading clients to execute change and build true confidence. Plus, you won’t want to miss these tips on coaching best practices and keeping your empathy in check.

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Why a Next-Gen Advisor Can Be Good for Your Business

October 01, 2019

Hiring a next-gen advisor can benefit every aspect of your business and set you up for long-term success and growth. Download our free white paper to learn insights and actionable steps you can take to help you find the perfect candidate and retain top talent to position your firm for the future.

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An Infrastructure That Future-Proofs Your Business

June 01, 2019

Commonwealth Financial Network® offers a range of affiliation models for wherever you are—and wherever you're going—in your business evolution. Learn about the vast infrastructure, the people, and the indispensable service that are here to support you and your clients, whether you choose to maintain a mix of fees and commissions or you decide to operate as a fee-only advisor.

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How Commonwealth’s Investment Research Team Can Make a Difference for You and Your Clients

April 01, 2019

Institutional-quality research for you and your clients. Guidance on investment management programs, equities, fixed income, and alternatives. A dedicated SRI/ESG resource. Direct access to our chief investment officer. That’s the value-add you get from Commonwealth Financial Network’s Investment Research team.

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How to Command the Best Purchase Price for Your Business

December 01, 2018

Some advisors today are rushing to sell their practices after very little forethought, and they could be leaving money on the table. If you want to get what your practice is worth, focus on four key tenets—business, management, financial, and market—to demonstrate your value to potential buyers.

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Strategies for Targeting Organic Growth

November 01, 2018

Growing your business through practice acquisition is a good goal, but it's a long-term strategy that can take years to accomplish. How can you meet your growth objectives in the meantime? By focusing on these client-facing activities that are proven revenue drivers.

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20-Point System Template

December 01, 2017

Adopt a rainmaking mind-set to boost revenue. Download our free template outlining the 20-point system that can help you stay focused on revenue-generating activities. Learn practical strategies and techniques you can start implementing today to increase referrals, optimize strategic alliances, network more effectively, market to clients and prospects, and hold yourself accountable for your own success!

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For more information on submitting your thought leader White Paper contact: [email protected] or (781) 376-0050