Gene Kim

Gene Kim was previously director of marketing for Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. He left the firm in 2016.

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

Recent Posts

Winning Institutional Clients: Tips for RFP Success

Winning Institutional Clients: Tips for RFP Success

Posted by Gene Kim

April 20, 2016 at 1:30 PM

When endowments, foundations, nonprofits, and other institutional-level clients need investment advisory or management services, they typically issue a request for proposal (RFP). Perhaps you've noticed that more RFPs seem to be crossing your desk? If so, you're not alone. Here at Commonwealth, we’ve seen an upward trend in the number of advisors being asked to participate in RFPs for nonprofits that support local communities. Why the uptick?

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Topics: Marketing

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