Commonwealth Independent Advisor

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.

Read More

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!

Read More

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.

Read More

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.

Read More

Topics: Marketing

Be the Change: Adopting Agile Marketing Principles at Your Firm

Posted by Demi Sperazza

September 3, 2019 at 10:00 AM

Are you tired of feeling rushed and distracted at the office? Are you done with working for an entire day only to realize (again) that you didn’t complete the tasks you had planned to? We were, too.

Here in Commonwealth’s Marketing department, we do amazing work every day. But recently, we realized there may be ways we could produce higher-quality work faster and with less frustration, if only we made the necessary strategic changes. So, several months ago, we embarked on our journey to become Agile—capital A.

Read More

Topics: Marketing

New Call-to-action
New Call-to-action

Follow Us