Breakaway Implications: The Impact Your Firm Partner Can Have on Efficiency

As a financial advisor, how do you spend your time?
Wish you had more time to build relationships with your clients instead of the day-to-day investment management or financial planning tasks?
Are those tasks keeping you from taking on more clients with more substantial net worths?

At Commonwealth, our independent advisors spend more time with their clients than advisors at wirehouses do—period.
How much more time?
According to a Cerulli time allocation study, Commonwealth advisors spend a whopping 58 percent more time meeting with clients than wirehouse advisors.

And even though our advisors are all CEOs of their own businesses, they still spend the same amount of time as wirehouse advisors on tasks related to running a business.
Going independent and partnering with Commonwealth not only increases your efficiency, but also your payout—by as much as 80 to 90 percent compared to wirehouse advisors.

How do we do it all?
Commonwealth helps you run your business so you can focus on the things that matter most to you.