Better Your Brand: A New Year’s Resolution

Posted by Kristine McManus

January 1, 2020 at 9:04 AM

It’s the new year, the perfect time to better your brand. Can we take a few guesses about your practice? You offer comprehensive financial planning and/or wealth management that puts your clients’ goals and needs first. You have a dedicated process that begins with learning about your clients before developing a custom plan, investing wisely, and monitoring the plan for success. You might have a holistic approach—but in any event, your firm is independent, and you offer outstanding client service. Great! The only problem? That’s what the other 310,000 financial advisors out there say.

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Topics: Marketing

12 Memorable Moments of Giving Back at Commonwealth

Posted by Miriam Schwartz

December 24, 2019 at 10:00 AM

As Commonwealth home office staff and advisors count down the days to a new year, we’re pausing to reflect on our giving back efforts in 2019. Beyond exceeding business milestones and welcoming new faces into our fold this year, Commonwealth’s commitment to philanthropy is something we’re especially proud of. Serving the communities where we live, work, and visit is not just part of our core values, it’s a reflection of Commonwealth’s spirit of indispensable service, too.

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Topics: Marketing

16 Work and Life Hacks We Love

Posted by Sarah Howes

December 18, 2019 at 1:30 PM

As the end of the year fast approaches, many of us are looking for new ways to save time and make our lives just a little bit easier. What better way to do that than with some simple—but fun—work and life hacks! From chilling your wine to getting control of your email, use these small hacks to see big results!

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Topics: Marketing

Crafting Your Brand Story in 7 Simple Steps

Posted by Patricia Deschineau

October 1, 2019 at 11:00 AM

How to compete in an endlessly changing advisory marketplace? We all know that effective branding is both the key and an ongoing challenge. To stand out from the crowd, advisors must find a way to distinguish their brand communications and truly connect with their audience. A book I read recently, Building a StoryBrand by Donald Miller, will help you do exactly this.

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Topics: Marketing

Tweet About It: Building Your Brand Through Twitter

Posted by Sarah Howes

September 4, 2019 at 1:30 PM

According to a new Putnam Investments survey, 83 percent of financial advisors use social media for business purposes. LinkedIn remains the network of choice, but an increasing number of advisors are turning to Twitter, and for good reason—a study by Pew Research found that 22 percent of U.S. adults use Twitter, and of those users, 42 percent access it daily. So, with your business goals in mind, let’s explore some strategies for building your brand through Twitter, including how to mix types of content, build authority, and use Twitter Analytics.

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Topics: Marketing

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