Subscribe

Commonwealth launches program for next-gen advisers

program next-gen

The monthly sessions over the course of a year are designed to help the firm's next-gen advisers build their businesses.

Commonwealth Financial Network has launched a year-long coaching program designed to help next-gen advisers build their businesses.

“Interest in the program exceeded our expectations and was limited to 24 participants to ensure that they each received the hands-on training and attention they needed,” Kristine McManus, vice president, chief business development officer and program facilitator at Commonwealth, said in a statement.

Participants set both realistic and stretch goals using an in-house tool that lets them track new clients, referrals, assets and production, and the group holds biweekly calls.

McManus leads the program’s monthly group webinars on topics such as gaining introductions and referrals, the benefits of blogs and podcasts, and working with centers of influence.

[More: Next gen addresses industry challenges of M&A and the younger client]

The Great Wealth Transfer keeps getting greater

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Meet the fastest-growing financial firms

Who made it to America’s list of fast-growing employers? Find out in this report.

Bridging the generational divide in finance

With younger generations entering the arena, it’s vital to know how to connect with them.

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print