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Commonwealth Independent Advisor, a Blog from Commonwealth Financial Network

Leverage the thought leadership of Commonwealth Financial Network, the largest privately held independent broker/dealer and RIA.

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Commonwealth Independent Advisor, a Blog from Commonwealth Financial Network | blog.commonwealth.com Reviews
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Leverage the thought leadership of Commonwealth Financial Network, the largest privately held independent broker/dealer and RIA.
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Commonwealth Independent Advisor, a Blog from Commonwealth Financial Network | blog.commonwealth.com Reviews

https://blog.commonwealth.com

Leverage the thought leadership of Commonwealth Financial Network, the largest privately held independent broker/dealer and RIA.

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Commonwealth Independent Advisor, a Blog from Commonwealth Financial Network | Marketing

http://blog.commonwealth.com/topic/marketing

SEO for Financial Advisors: 5 Useful Tips. Posted by Tori Ahmed. September 14, 2016 at 1:30 PM. When you search for a topic on Google, Bing, or Yahoo! 0 Comments Click here to read/write comments. 16 Work and Life Hacks We Love. Posted by Sarah Howes. June 28, 2016 at 10:00 AM. Each month, Commonwealth’s Marketing department. 0 Comments Click here to read/write comments. 6 Steps to Writing an Effective Press Release. Posted by Jacquelyn Marchand. June 22, 2016 at 1:30 PM. Posted by Jessica Arey. Effectiv...

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Commonwealth Independent Advisor, a Blog from Commonwealth Financial Network | Mike Feola

http://blog.commonwealth.com/author/mike-feola

Mike Feola is a team lead, technology consulting, at Commonwealth Financial Network , member FINRA/SIPC, an independent broker/dealer RIA. With the firm since 2008, he works closely with affiliated advisors, providing strategic direction and implementation for advisors looking to improve their technology solutions. He also works with Enhanced Consulting and the Transition team, sharing ideas and comments generated from advisor meetings. Is It Time to Upgrade Your Technology? Posted by Mike Feola. Commonw...

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Commonwealth Independent Advisor, a Blog from Commonwealth Financial Network | Practice Management

http://blog.commonwealth.com/topic/practice-management

Gaining Introductions to High-Quality Prospects: 4 Common Questions. Posted by Kristine McManus. October 26, 2016 at 1:30 PM. Elite advisors gain more than 70 percent of their new clients through introductions, and the Oechsli Institute. Found that high-net-worth people prefer to be introduced to their advisor by someone they trust. So, if there’s one skill you should master for production growth, it’s gaining introductions to high-quality prospects. 0 Comments Click here to read/write comments. Question...

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Commonwealth Independent Advisor, a Blog from Commonwealth Financial Network | Financial Planning

http://blog.commonwealth.com/topic/financial-planning

How to Talk About Philanthropy with Your Clients. Posted by Heather Zack, JD. October 12, 2016 at 1:30 PM. 0 Comments Click here to read/write comments. Understanding the Capital Gains Tax: A Case Study. Posted by Heather Zack, JD. October 11, 2016 at 10:00 AM. 2 Comments Click here to read/write comments. A Guide to Teaching Financial Literacy to Your Clients’ Children. Posted by Brian Brelinsky. August 9, 2016 at 10:00 AM. 0 Comments Click here to read/write comments. Posted by Duane McDonald, ChFC, AIF.

5

Commonwealth Independent Advisor, a Blog from Commonwealth Financial Network | Education Planning

http://blog.commonwealth.com/topic/education-planning

Changes to the FAFSA for 2017 2018: What Your Clients Need to Know. Posted by Patrick Noonan, CFP. June 8, 2016 at 1:00 PM. After all, how many of us have our tax returns done by January 1? As a result, in previous years, applicants were forced to wait to file or to file unofficial numbers and update their FAFSA forms once their tax return was filed. 2 Comments Click here to read/write comments. How to Help Younger Clients with Student Loan Debt. Posted by Olivia Zaiya, JD. June 7, 2016 at 10:00 AM.

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Commonwealth Financial Network®- Customer ID Program

http://www.commonwealth.com/clients/customer-id-program.aspx

Best Places to Work. A Culture of Fun. The Business We're In. Bank Deposit Sweep Program. Bank Deposit Sweep Program. E-Mail Us ». Try The FAQs ». Disclosure: Customer ID Program. To help the government fight the funding of terrorism and money laundering activities, federal laws* require that Commonwealth obtain, verify, and record information that identifies each person who opens an account. What does this mean for you? These procedures are mandated by Section 326 of the USA PATRIOT Act of 2001.

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Commonwealth Financial Network® - Independent Broker/Dealer

http://www.commonwealth.com/homecfn.aspx

Best Places to Work. A Culture of Fun. The Business We're In. Bank Deposit Sweep Program. 1 in Advisor Satisfaction! Commonwealth earns top honors on. Broker/Dealer Report Card. Learn more. Get To Know Us. A B/D—RIA that puts you first Advisors. A workplace you'll love Job Seekers. Information for clients Clients. Choose from 5 ways to affiliate. We’ll take care of the rest. ». Don't Have a Financial Advisor? Here's Why You Need One. August 01, 2016. July 14, 2016. Be Sure to See. A member of the media.

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Commonwealth Financial Network®- Life at Commonwealth: Best Places to Work

http://www.commonwealth.com/work-here/best-places-to-work.aspx

Best Places to Work. A Culture of Fun. The Business We're In. Bank Deposit Sweep Program. Best Places to Work. A Culture of Fun. The Business We're In. E-Mail Us ». Try The FAQs ». Life at Commonwealth: Best Places to Work. What makes a 32-time Best Place to Work winner? Start with a commitment to helping employees be the best they can be, add support and services—and finish with a heavy dose of fun! At Commonwealth, you're the captain of your own destiny. Mdash; Rose Watson, Director, Advanced Planning.

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Commonwealth Financial Network®- Practice Management

http://www.commonwealth.com/joinus/practice-management.aspx

Best Places to Work. A Culture of Fun. The Business We're In. Bank Deposit Sweep Program. What We Offer: Practice Management. Access the highest-quality expertise and tools to increase the efficiency and effectiveness of your practice. Practice Management Support from the People Who Pioneered It. Your in-house consulting and coaching team. Identify your firm’s values and reinforce them through every interaction with clients and prospects. Power in Practice: For advisors who aim higher. Access on-site and...

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Commonwealth Financial Network® - Market Recap

http://www.commonwealth.com/Commentary/market-recap.aspx

Best Places to Work. A Culture of Fun. The Business We're In. Bank Deposit Sweep Program. E-Mail Us ». Try The FAQs ». Market Commentary: Market Recap. Market Update for the Month Ending July 31, 2016. Markets move up around the world. Technical factors also improved in July. The three major indices stayed above their 200-day moving averages, often a sign of continued strength. Emerging markets also did well, gaining 5.03 percent in July. Technical factors for the MSCI Emerging Markets Index were...The B...

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Commonwealth Financial Network®- Market Commentary

http://www.commonwealth.com/commentary/market-commentary.aspx

Best Places to Work. A Culture of Fun. The Business We're In. Bank Deposit Sweep Program. E-Mail Us ». Try The FAQs ». As Commonwealth's vice president and chief investment officer, Brad McMillan provides our advisors and their clients with the market insights and analysis to help inform their investment decisions. His blog, The Independent Market Observer. Provides unbiased analysis of current events in the markets and the economy as a whole. For ongoing market review and analysis, visit Brad's blog.

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Commonwealth Financial Network® - Overview

http://www.commonwealth.com/work-here/overview.aspx

Best Places to Work. A Culture of Fun. The Business We're In. Bank Deposit Sweep Program. Best Places to Work. A Culture of Fun. The Business We're In. E-Mail Us ». Try The FAQs ». We have a unique dual vision: to be the best at what we do and to maintain a supportive environment where everyone can thrive. Kate Creagh, Managing Principal, Human Resources. What sets us apart from other financial services companies? For starters, we actually have “fun” in our mission statement. A great place to work.

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Commonwealth Financial Network®- Affiliation Models

http://www.commonwealth.com/Joinus/affiliation-models.aspx

Best Places to Work. A Culture of Fun. The Business We're In. Bank Deposit Sweep Program. What We Offer: Affiliation Models. Pursue whatever affiliation model works best for you. You can feel confident we’ve got you covered with the right combination of people and infrastructure you need to serve your clients and drive your business, now and in the future. Be The Advisor You Want To Be. WITH EVERY MODEL, THE INFRASTRUCTURE‘S INCLUDED. Supported by a firm-wide team of experts who are at your disposal.

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Commonwealth Financial Network®- FAQs

http://www.commonwealth.com/joinus/faqs.aspx

Best Places to Work. A Culture of Fun. The Business We're In. Bank Deposit Sweep Program. FAQs (Frequently Asked Questions). How many advisors do you have, and how many home office employees do you have to support them? Where are you located? Will Commonwealth stay independent and privately owned? Investment and product offerings. What products and services do you offer? Can you tell me about what you offer for fee-based asset management programs? Can I do insurance business at Commonwealth? Will Commonw...

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Commonwealth Financial Network®- Planning Resources

http://www.commonwealth.com/joinus/planning-resources.aspx

Best Places to Work. A Culture of Fun. The Business We're In. Bank Deposit Sweep Program. What We Offer: Planning Resources. Let our team of experts help you find the solutions to address all your clients’ financial planning needs. YOUR PARTNER IN PLANNING. The Financial Planning Playbook moves you forward. Integrated software, web-based tools. We also offer substantial discounts on MoneyGuidePro. Platform for a fast, efficient way to create financial plans. The expertise you need for any challenge.

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Advising the Recently Widowed: How Can You Help? Posted by Justin C. Duft, JD, CFP, MSFS, CLU, ChFC, CLTC. August 12, 2015 at 1:30 PM. It's human nature to reach out and help people who are suffering. But sometimes it's hard to know what to do or say. This can be especially true when advising the recently widowed on financial matters. How do you go about offering guidance to those experiencing this emotional. 0 Comments Click here to read/write comments. Posted by Rose Watson, JD, MSEL. Women and Wealth:...

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Commonwealth Group Blog | Business Development Companies (BDCs) – New Uses for an Old Concept

Business Development Companies (BDCs) – New Uses for an Old Concept. 7 BDCs vs. Other Investment Options. May 28, 2015. The below matrix shows how BDCs compare to various other small business investment options. For easier viewing, you can right click on the image and tell it to Open the Image in a New Tab. You can also download a pdf version of this matrix here. 6 What is a BDC? April 30, 2015. Here is one that should do the job for you: http:/ www.commonwealthgroup.net/docs/WhatAreBDCs.pdf. If you are ...

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Commotion.tv

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CommPsych Blog - Just another WordPress site

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Articles relating to professional IT Support Services. Email systems: hosted versus on-site. July 18, 2012. In this article we will discuss some of the advantages and disadvantages of the two options for email setups that are available to businesses. Hosted, like Gmail, Zoho and others, and on-site server, typically through Microsoft Exchange. To most this will be the choice between online, cloud based email, and more traditional Microsoft Outlook-type email. Found in the majority of offices in the world.