Commonwealth Advisors Convene in Record Numbers at 2024 National Conference

Commonwealth Financial Network^®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, welcomed the largest-ever group of attendees to its 2024 National Conference—Find the Good: The Future Is Now. Nearly 2,300 attendees from across the U.S. gathered in Orlando, Florida, for today’s conference opening, kicking off four days dedicated to guiding advisors as they evolve and elevate their businesses.

“Commonwealth’s National Conference is a one-of-a-kind experience that gives us the opportunity to learn from our dynamic community of the finest professionals in the industry,” said Wayne Bloom, CEO. “National is about celebrating and supporting success across all the ways Advisors serve their clients. We’re showing what’s possible and enabling them to choose what’s right for them, when it’s right for them.”

To meet the unique needs of its community, Commonwealth curated preconference experiences for distinct groups of advisors. Two events included:

• Enterprise Retreat. More than 80 advisors and operational leaders from enterprise-scale practices gathered for sessions focused on organization design, compensation systems, CFO decision-making, operations scalability, and marketing strategy.
• Next-Gen Pre-National Program. A maximum capacity group of 120 emerging-to-mid-career advisors gathered to build leadership and business skills. A highlight of this first-ever program was a panel discussion with industry leaders, including Bloom.

The National Conference continues through Wednesday, October 9. Commonwealth will announce several enhancements and new initiatives across the firm, reinforcing its commitment to meet the evolving needs of its affiliated advisors as clients require innovative solutions and the industry continues to change. The firm will announce updates to its Preferred Portfolio Services^® (PPS) Select investment platform, capital lending program, high-net-worth solutions, technology offerings, and more. Conference highlights include:

• Keynote speakers: Advisors will hear powerful and compelling perspectives from best-selling authors, industry-leading researchers, TED Talk speakers, and an Emmy Award–winning actor. Collectively, Commonwealth’s keynote lineup will inspire our advisors with sessions focused on creating meaningful shared experiences, finding motivation, rethinking assumptions, and approaching life with resilience and optimism.
• Growth strategies and platform enhancements: Critical news will be presented by Commonwealth’s leadership team, including:
  • Trap Kloman, President and Chief Operating Officer
  • Kol Chu Birke, Managing Principal, Community and Technology Engagement
  • Karen McColl, Senior Vice President, Wealth Management
  • Matt Chisholm, Senior Vice President, Business Solutions
  • Peter Essele, Senior Vice President, Head of Advisory Solutions
  • Chris Blotto, Senior Vice President, Chief Digital and Information Officer
• Wealth management, business solutions, marketing, and compliance sessions, panels, and workshops: With nearly 100 specialized educational opportunities, including sessions to fulfill certification requirements, led by more than 75 Commonwealth specialists as well as external partners, advisors will receive ideas, inspiration, and expert guidance on taking their business to the next level.
• Technology education: New this year, Tech Byte Lightning Learnings offer 10-minute presentation sessions on a variety of technology products to equip advisors with the latest features and functionalities. Topic-specific breakout sessions and Cyber Lounge resources further engage advisors with what’s new to maximize their productivity.

Bloom said, “We work to add more value for our Advisors than they could receive anywhere else. Over the past year, Commonwealth has invested more heavily in our platform than ever before, as we work to support Advisors’ efficiencies across investment management, technology, marketing, and business solutions. All of us at Commonwealth are looking forward to learning from the Advisors who make up this incredible community and sharing with them tools and strategies tailor-made to push their progress forward, faster.”

Attendees will also participate in a Commonwealth tradition: joining in a give-back project focused on the region hosting the National Conference. This year, the Commonwealth community is partnering with the Florida Breast Cancer Foundation to prepare chemotherapy care packages for those undergoing treatment for breast cancer in Florida.

About Commonwealth Financial Network^®

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 11 Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with approximately 2,200 independent financial advisors overseeing more than $296 billion* in assets nationwide by visiting www.commonwealth.com.

Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2024 U.S. Financial Advisor Satisfaction Studies. Presented on July 10, 2024, for January to May of 2024, it is based on responses from 4,072 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.

* As of 12/31/2023

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