Sarah Hargreaves

Sarah Hargreaves is an analyst on the Investment Management and Research team at Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser–broker/dealer. With the firm since June 2016, she provides platform-based support on Commonwealth’s Preferred Portfolio Services® (PPS) Select program, identifying strategies to enhance adoption of the platform. Sarah graduated from Elon University with a BSBA in marketing, with a minor in finance. She holds the FINRA Series 7 and 66 securities registrations.

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

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Recent Posts

What Should Clients Read to Learn About Financial Literacy?

E-Mail Marketing Best Practices

What Should Clients Read to Learn About Financial Literacy?

Posted by Sarah Hargreaves

March 25, 2020 at 11:00 AM

April is National Financial Literacy Month, a time to focus on establishing and maintaining healthy financial habits. In times of market fluctuation and economic uncertainty, it’s more important than ever for your clients to know how to budget, invest, and plan for the future. Everyone has different goals, but understanding the fundamental concepts at play is a pivotal first step to achieving financial success. 

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Topics: Asset Management & Investing

E-Mail Marketing Best Practices

Posted by Sarah Hargreaves

January 17, 2018 at 1:30 PM

e-mail marketing best practicesWhether you use it to engage with your clients, grow your business, or generate prospects, there’s no question that e-mail plays a valuable role in your professional life. In fact, according to the Radicati Group, the average business professional sends and receives 140 e-mails per day. Worldwide, nearly 2.8 million people use e-mail for both business and consumer purposes. Given the digital world we live in, these statistics may not be all that surprising. But have you ever taken the time to reflect on why you use e-mail? Would you like to improve client engagement? Foster brand loyalty? Maximize your return on investment?

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Topics: Marketing

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