Featured White Papers from Commonwealth Financial Network

Commonwealth Financial Network
29 Sawyer Road
Waltham, MA 02453

Contact Us
(866) 462-3638

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.

An Infrastructure That Future-Proofs Your Business

May 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.

Download the White Paper

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.

Download the White Paper

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.

Download the White Paper

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.

Download the White Paper

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.

Download the White Paper

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!

Download the White Paper

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.

Download the White Paper

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