What We Offer Why Commonwealth Our Insights Let's Connect Transition You've decided to make a change. What happens next? We'll take care of the details so you can take care of your clients. Why Commonwealth About Us Our Advisors Transition Giving Back Our Leadership Team Our History Here's how we'll bring your practice on board You're in good hands. We'll assign you a dedicated consultant and an operations specialist to partner with you throughout your transition process. No navigating a phone tree to get to the right person for questions—your transition support team is just a call or email away. They'll get to know you, your staff, and the way you run your business to strategically help you make your move at the best time—for you and the business you've built. To keep things on track and on time, we offer: A week-by-week timeline customized to meet your business—and life—needs Interactive, online monitoring of your progress Personalized training sessions and web tours for you and your staff Compliance-approved marketing materials and a fresh new website Branding strategy from our in-house consultants We've done this before A smooth transition needs more than timelines and checklists. In addition to your dedicated transition consultant and transition operations specialist, you can count on a 60-person team with more than a century of combined experience—from licensing to IT support—to be with you every step of the way. Nancy, SVP of transition and field development operations with Commonwealth since 1999 Elsa, transition consultant with Commonwealth since 2013 Sam, transition operations specialist with Commonwealth since 2018 James, technology consultant with Commonwealth since 2014 ←→ I relied on Commonwealth and the team, that they had done this, and I let any fear and anxiety go. They said that it would go smoothly. And it absolutely did. Adam Spiegelman, Spiegelman Wealth Management with Commonwealth since 2018 It's a big step, but you won't take it alone. Let us walk you through it. Let's Connect We're in this together—and for the journey ahead Every practice is different, and your transition plan should be, too. Our team will work with you and your staff to maximize client retention. We'll get to know how your office and support team work, and translate that into your Commonwealth experience. When does post-transition support end? When you're ready (don't worry, you'll be ready). Until then, we'll be your cheerleaders and sounding boards. Once you're on board, you'll have the strength of the entire Commonwealth community—partners, home office staff, and your fellow advisors—to keep you growing. Are we a match? Hi, I'm Becca, senior vice president of field development at Commonwealth. I'd love to show you how my team has helped more than 375 firms join us since 2015. Let's Connect About Us Our Insights Careers Member Login For Clients Press and News Contact Us Accessibility Policy Waltham 29 Sawyer Road, Waltham, MA 02453-3483 Toll-Free 800.237.0081 Phone 781.736.0700 Fax 781.736.0793 San Diego 110 West A Street, Suite 1800, San Diego, CA 92101-3706 Toll-Free 877.347.1982 Phone 619.471.9700 Fax 619.471.9701 Information about securities-registered professionals may be found at FINRA BROKERCHECK. Form CRS | Disclosure | Privacy Policy ©2020 Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. All rights reserved. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here.