Recommended Reading for Financial Advisors from Commonwealth's Leaders

Posted by Kate Flood

December 17, 2014 at 1:30 PM

In our ever-changing industry, there's one constant: we can never stop learning. Thinking, exploring new ideas, keeping up with trends, and reading need to be a part of our daily routine. This New Year, you may want to devote more time to delving into interesting, inspiring books. But with so much content out there, it can be difficult to know where to start—and even easier to lose steam after a month or two.

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Topics: Practice Management

Happy Hanukkah from Commonwealth!

Posted by Commonwealth Financial Network

December 16, 2014 at 10:00 AM

We're sending you our very best wishes during this holiday season. 

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Best Practices for Marketing to Women Investors

Posted by Jessica Arey

December 10, 2014 at 1:30 PM

Increasingly, advisors are considering adding "women" as a target market for their practice. Although gender is a differentiation point, women represent a very broad and diverse group and should be treated as such. It is possible, however, to leverage key facts and statistics to refine how you connect with women investors. Here are some important best practices for marketing to women and strategies to create a true niche within this group.

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Topics: Marketing

Niche Marketing Strategies for Financial Advisors

Posted by Jessica Arey

December 9, 2014 at 10:00 AM

Advisors who want to grow their firms beyond organic referrals often find traditional marketing techniques frustrating. It's harder than ever to find marketing activities that lead to specific, measurable results. This is not surprising, as the marketing industry often estimates that the average individual in the U.S. is exposed to 3,000 marketing messages every day! How can a firm stand out among so much clutter?

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Topics: Marketing

Required Minimum Distributions: A Primer for Financial Advisors

Posted by Steve Johnian

December 3, 2014 at 1:30 PM

The rules regarding required minimum distributions (RMDs) from retirement accounts—both IRAs and qualified plans—vary. For clients who have reached the age when they need to start taking retirement income, this can be very confusing. To help you bring some clarity to your conversations with clients, I’ve created this RMD guide for financial advisors that highlights answers to questions, common scenarios, and errors to avoid.

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Topics: Retirement Consulting

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