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.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
