What Should Advisors Look for to Find the Perfect Culture Fit?

Shelby Nicholl and Iyanna Harris engage in an insightful discussion with Becca Hajjar, Managing Principal and Chief Business Development Officer of Commonwealth Financial Network. 

Becca shares her journey in wealth management, Commonwealth’s growth, and how advisors can evaluate whether a firm aligns with their values, leadership style, and long-term goals. From key questions to ask during due diligence to spotting red flags, this episode is packed with practical insights for advisors looking to make the best career move.

Insights:

💼 Finding Your Fit: How to assess a firm’s culture beyond numbers and contracts.
⏳ Becoming “Time Merchants”: Why outsourcing and efficiency strategies can transform advisor success.
👩🏽‍🤝‍👨🏻 Championing Diversity: How firms like Commonwealth are paving the way for women and diverse advisors. Commonwealth’s initiatives, from flexible licensing paths to mentorship programs, empower new advisors to step into lead roles with confidence.

To learn more about Commonwealth: Reach out to Shelby and check out Our Leadership Team | A Passion for Serving Our Advisors.

Articles about Commonwealth:
Commonwealth Announces Highest Recruiting Results in Its 43-Year History, with New Assets Nearly Doubling from 2021 - AdvisorHub

Women-Owned Independent RIA Moves Its Business to Commonwealth | Business Wire

Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher.
 
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll. License code: EV5ON7Y3CSESDSEU