Commonwealth Independent Advisor

Commonwealth Book Club: Inspirational Female Authors Edition

Posted by Becky Lucca

July 8, 2020 at 11:00 AM

With summer upon us and National Book Lovers Day just around the corner (August 9), we thought it would be the perfect time to take a break from our usual fare and provide an escape into the world of books. Whether you’re looking for a good laugh (or a good cry) or maybe some food for thought (or for the soul), our Commonwealth book club has selected a few inspirational female authors to add to your reading list.

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Topics: Marketing

Is SEM Right for Your Firm?

Posted by Sarah Howes

February 4, 2020 at 10:00 AM

If you’ve ever searched for ways to ensure that your clients and prospects find your firm in their online searches, you’ve likely come across the phrase search engine marketing (SEM). In a nutshell, SEM includes various methods for improving the chances that your firm will be included in search engine (read: Google) results. Think of it this way: if Google’s job is to find the best answer to searchers’ questions, SEM’s job is to help Google pick your firm as a high-ranking answer. It sounds like a no-brainer, but is SEM right for your firm? As with any decision that will affect your bottom line, there is a lot to consider before making the investment.

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Topics: Marketing

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

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