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 1,778 independent financial advisors nationwide. For more information, please visit www.commonwealth.com

2018 Outlook: Room to Run? Or Has the Cycle Hit Its Peak?

March 01, 2018

2017 brought economic expansion and record markets that were largely unexpected. As we approach the New Year, many are left wondering if that growth will continue, or if our business cycle has hit its peak. In the attached white paper, Brad McMillan, Commonwealth’s chief investment officer, looks at where we currently stand, what will determine the direction of the markets and economy, and where we’re headed in 2018.

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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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Your Business, Your Way

October 01, 2017

Download our free side-by-side comparison of the five affiliation models that deliver what your business needs at every stage of its evolution. You’ll learn that however you serve your clients, Commonwealth delivers the infrastructure that has you covered.

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For more information on submitting your thought leader White Paper contact: sales@advisorperspectives.com or (781) 376-0050