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.
The Great Wealth Transfer keeps getting greater
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