Commonwealth Financial Network brought together more than 900 of its roughly 1,500 affiliated financial advisors at its annual national conference in Orlando, which took place Oct. 6-9. The four-day event included author Malcom Gladwell and Andrew McAfee of MIT as keynote speakers, who described the importance of taking strategic approaches to problem solving.
“Our National Conference continually proves to be an invaluable opportunity for all members of the Commonwealth community to connect both personally and professionally with our network of advisors from across the nation,” said CEO Wayne Bloom, in a press release.
“Advisors are able to immerse themselves in rich content and engage with industry experts and fellow members of the Commonwealth community, and we are pleased to deliver such a unique opportunity for continued growth and development,” Bloom said.
Other Commonwealth executives who addressed the group include Darren Tedesco, managing principal of innovation and strategy. Tedesco described how Commonwealth’s information technology will be enhanced in 2015. President and COO Rich Hunter focused on operational updates and goals, while Chief Investment Officer Brad McMillan gave his perspectives on the economy.
The event included access to a Continuity Planning booth, where members of Commonwealth’s Practice Management team worked with advisors on how to best safeguard their legacies and make contingency plans for their practices. Along with making visits to marketing and technology booths, advisors attended a mentor roundtable event, led by Joni Youngwirth, managing principal of practice management.
“Advisor participation is crucial to the success of our event, and I thank attendees for their continued engagement,” Bloom said. “As stressed before, advisor feedback is a critical component of our programs and operations. We learn from our advisors’ thoughts and ideas — it’s what helps us continually improve, offer what advisors want, and maintain our value proposition.”
For the second year, Bloomberg Radio broadcast “The Bloomberg Advantage” from at the event. Radio-show hosts Kathleen Hays and Vonnie Quinn spoke with Commonwealth executives and independent advisors live on-site for two days.
More than 100 volunteers representing the independent broker-dealer and RIA worked on improvements to a local shelter managed by the Coalition for the Homeless of Central Florida as well.