Nearly 2,000 financial advisors and their staff, industry partners, and home office staff joined us in San Diego for Commonwealth's 2022 National Conference. Our mission? To celebrate the work our advisor firms do each day to support their clients, colleagues, and communities. Take a look behind the scenes and learn how inspiration, learning, and community converged at this annual event.

1. Finding the Good
Through Learning
and Community

2. These words infused every corner of
Commonwealth’s National Conference,
November 7–10, 2022, in San Diego,
where nearly 2,000 advisors and their
staff, industry partners, and home office
staff joined us for a 4-day event to
“Find the Good.”
Vision
Inspiration
Education
Connection

3. Our Mission?
To celebrate the work our advisor firms do each day to
support their clients, colleagues, and communities.

4. “
Great experience! Great
connections and education.”
– Heidi Oakley, with Commonwealth since 2016

5. Our largest event of the year,
National serves several purposes.
It’s a platform for sharing major business initiatives, like:
1
Our goal of reaching
$1 trillion in AUM
in the next decade,
allowing us to
increase reinvestment
in the firm to benefit
our advisors
A reduction of our
platform fee pricing,
bringing cost savings
to advisors and
their clients
Our expanded
outsourced business
solutions offering,
allowing advisors to
scale their firms

7. Flow
Run your practice
with maximum
efficiency.
Evolve
Understand what you
can do now to evolve
your practice.
Grow
Accelerate your
practice and
professional growth.
It’s a premier educational event featuring an array of sessions for
advisors to choose from depending on their current needs.
This year, our agenda was built around three content pillars:
2

8. Presenters included leaders and
subject matter specialists in Wealth
Management, Practice Management,
Technology, and more. Advisors also
heard from experts from the industry
partner firms that joined us.

9. “
Wow, this is why I’m at
Commonwealth. The services
and third-party groups
Commonwealth can offer
amaze me.”
– Steve Harvey, with Commonwealth since 2005

10. » Personal growth
» Giving back
» Paying it forward
» Leading teams
» Inspiring change
In addition to educational
sessions, we also had some
special individuals on hand to
deliver insightful and motivating
keynotes centered on:
Earvin “Magic” Johnson
2X Basketball Hall of Famer,
NBA Legend, Entrepreneur
Laila Ali
4X Undefeated
Boxing Champion
Mia Hamm
American Retired Professional
Soccer Player, 2X Olympic
Gold Medalist
J.J. Johnson
CCO and Executive VP,
Fidelity Investments
Robert Mazur
Retired Undercover
DEA Agent

12. “
The general sessions were
fantastic. Great speakers, great
information, just terrific.”
– Todd Hunt, with Commonwealth since 2002

13. It’s a venue for attendees to forge powerful connections with
trusted colleagues and industry experts.
This year, some of the microcommunities that came
together included:
3
»
Women of Commonwealth
» Next-gen advisors
» Chief operating officers
» Family practices

15. “
It was great to realize that there
is a massive community of
people like me out there.”
– Conner Hartmann, with Commonwealth since April 2019

16. Giving Back to Our Host Community
A hallmark of all Commonwealth conferences is our
giving-back opportunities.
We partnered with Think
Dignity, a nonprofit dedicated
to advancing basic dignity
for people experiencing
homelessness through advocacy
and innovation.
Attendees put together 1,000+
self-care packs for the San Diego
homeless community.

18. “
My entire team was so impressed
by everyone we met, the seamless
organization of the conference, and the
obvious commitment you all demonstrate
of kaizen (constant improvement every
day). . . . You all walk the talk, and that is
as rare as hen’s teeth.”
– Jim Harvey, with Commonwealth since December 2021

19. Until Next Year . . .
We were thrilled to join together with our advisor
community at the National Conference this year. And
we’re already back planning for next year’s event:
October 11–14, 2023
Aurora, Colorado