David Israel

David Israel is director, field outreach, practice management, at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since January 2015, David orchestrates all aspects of the Practice Management department’s suite of proactive outreach programs and manages team members so they are fully engaged in delivering powerful client experiences. He earned his BSBA from the University of Arizona, with a concentration in entrepreneurial studies, and his MBA from Babson College. David holds FINRA Series 7 and 63 securities registrations.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

How to Recruit the Right Advisor for Your Firm

How to Recruit the Right Advisor for Your Firm

Posted by David Israel

February 13, 2018 at 10:00 AM

“I want to hire an advisor” is something that we hear quite frequently in the Practice Management department at Commonwealth. While it’s a common goal for many advisors, the results for those who have tried their hand at hiring have been mixed. Sound familiar? If this is something you’ve been thinking about (or maybe even tried), the good news is that there are strategies to help you recruit the right advisor for your firm. To get you started down the right path, my colleague, Angela C. Sarver, and I will share these strategies, as well as tips for how to implement them at your firm. The first step we recommend is identifying the problem.

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Topics: Practice Management

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