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.

Outlook 2020: Slower Growth, with a Chance of Recession

February 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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Achieving Financial Fitness: A Checklist for Your Female Clients

October 30, 2019

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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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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2019 Midyear Outlook: Economy and Markets Continue to Tell a Growth Story

September 01, 2019

Slowing growth and a significant stock market decline at the start of the year had many wondering whether a recession was near. Commonwealth CIO Brad McMillan's position was "not yet." Six months later, he still believes the data supports continued growth for the economy and markets, but there's more to the story, including political risks that could derail the recovery.

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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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Outlook 2019: Despite Current Slowdown, Will We See More of the Same?

March 01, 2019

For the past several years, despite mounting political concerns and a few short-term setbacks, the economy and markets have continued to grow. But now that story seems to be changing. With key economic indicators and investor confidence taking a hit recently, what will this mean for 2019? Commonwealth CIO Brad McMillan presents his expectations for the new year.

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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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Pricing Your Advisory Business

November 01, 2017

Take a fresh look at pricing your advisory business. Download our free guide to learn how small changes to your fee structure can have a big impact on your bottom line, protect you against market downturns and withdrawals, and entice clients to consolidate more assets with your firm.

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