A Tailored Transition
From decision to day one—and beyond—our community of experts and advisors is here to offer guidance and support as you take the next step in your practice’s evolution.
A Plan Built for Success
Commonwealth guides you through every step of the affiliation process.
Efficiency is everything when it comes to transitioning to a new firm. Your top priority is helping your clients realize their goals, not handling administrative tasks. That’s why Commonwealth is laser-focused on making your affiliation process quick and seamless with specialized support, convenient onboarding, and a range of resources designed to power your success.
This was only our second service provider transition in 28 years, so we didn’t know what to expect. The Transition team provided a step-by-step game plan for us to follow and, in less than 2 months, more than 90 percent of our client assets had moved to Commonwealth. We were stunned to see how well they had prepared us and how smoothly the transition played out.
Your Dedicated Resource Team
The affiliation process can seem daunting at first, but we’re here to make it as smooth as possible by providing you with your own focused Transition team. They’ll get to know the ins and outs of your business, and together you’ll create a personalized, interactive transition timeline. They’re the first people you’ll call with any questions, and they’ll be ready with specific insight tailored to your account needs.
One of the challenges in any working environment is to find reliable people you can count on to complete a task without having to follow up. The Transition team took care of everything they said they would and then some. While transition is never a fun task, they made it as easy and efficient as possible.
Streamlined Processes and Customized Onboarding
We take the work out of the paperwork process. Your Transition team will help you decide on the method for preparing client paperwork that makes the most sense for your business.
We’ll ensure that you’re trained on our forms and the requirements for accounts held with National Financial Services (NFS) or directly with sponsor companies.
Our Master Services Agreement (MSA) and data collection forms will help you streamline the process of establishing new accounts with your clients.
Once you’re ready to move your book of business to Commonwealth, we’ll be here every step of the way with onboarding resources and support. You’ll benefit from customized training sessions designed to help you effectively manage your day-to-day business. From operational reviews to higher-level training, we’ll align your training to your practice and to your interests.
It couldn’t have gone smoother. What meant the most is that we never felt like we were on our own. Someone was always available to answer the phone and guide us. That was impressive.
Exclusive Resources Tailored to Your Growth
When you make the decision to join Commonwealth, you'll immediately gain access to proprietary technology and expertise to help you prepare for your move and build a foundation for success once you’re here.
Advisory Solutions: We’ll help you decide which of our fee-based platforms will best suit your clients’ needs and develop models to manage your client accounts.
Strategic Retirement Solutions: Our team provides the support and solutions to help manage your retirement plan business.
Advanced Planning: We offer a range of educational resources on holistic planning strategies, including estate, insurance, and tax planning.
Powerful Marketing Options
Marketing tools and resources are critical to helping you attract new clients and build your practice. Whether you need help fine-tuning your brand, creating or updating a website, or seeking new prospects, we’ve got you covered. You'll have access to:
Studio Toolkit: Instantly personalize templated marketing materials with your logo and approved disclosure.
Strategy Builder: Connect your business goals with your marketing goals, further develop your target marketing, and receive a model marketing plan.
Learning Center: Discover ideas and tactics to help you evaluate where and how to invest in branding and marketing.
Peer Stories: Gain insights through case studies from other Commonwealth advisors.
Web Studio: Explore Web Studio, powered by FMG. This in-depth website management experience is designed specifically for financial advisors.
Third-Party Vendors: Search outside marketing vendors for a range of business needs, from proofreading and design tools to personalized gifts.
Your path to independent success could begin now. We’re here to partner with you throughout every step of your exploration process.
Take the next step
Flexible Ways to Affiliate
Solo or ensemble? Employee-based or independent? No matter where you're coming from, pick the model that works for your business today—and tomorrow.
Timing Your Move
You want to transfer your business and get up and running quickly and seamlessly. Learn how our dedicated team makes it possible by focusing on your unique needs and approach.
Compensation, Pricing, and Value
Compensation shouldn't be confusing. Get access to hands-on modeling and a transparent look at payouts and pricing so that you can see your bottom line.
