Commonwealth Core
Commonwealth has been ranked #1 in independent advisor satisfaction by J.D. Power this many times in a row.
13
Marketing generates leads, but ______ converts them.
Business Development
What does a lead score have to be for it to become an MQL?
75
Morgan Stanley, Wells Fargo, Merrill Lynch, and UBS are four prominent types of these firms.
Wirehouse
An advisor tells you she manages $350 million of this.
AUM
These 3 locations are where you can find Commonwealth offices.
Waltham, MA, San Diego, CA and Cincinnati, OH
This is where a lead receives the PDF of their whitepaper, guide or infographic from Commonwealth after filling out a form.
In their email
____ matters more than quantity.
Quality
These two organizations regulate the securities industry in the United States.
FINRA and the SEC
What is an IAR?
Investment Adviser Representative OR a financial advisor that works for an RIA
What type of professionals are Commonwealth's primary clients?
Financial Advisors
This marketing tactic keeps prospects engaged over time until they're ready to talk to sales.
Nurture Streams
Awareness → Interest → Consideration → Decision → Customer describes this marketing concept.
The Buyer's Journey OR The Sales Funnell
What amount of investable assets must an advisor have to be considered High-Net-Worth?
$1 million - $5 million
This three-letter acronym describes the type of marketing that Commonwealth does.
B2B – Business-to-Business
Commonwealth has two blogs. Name one of them.
Insights OR The Independent Market Observer
The purpose of lead generation marketing is not just to get clicks—it's to drive this ultimate business outcome.
Recruiting quality financial advisors (or advisor acquisition)
Lead scoring helps answer one important question before Business Development reaches out.
Is this prospect ready for a conversation?
RIAs are typically paid through this type of model, rather than commissions.
Fee-only or Fee-based
This three-letter acronym stands for the process of improving a website’s visibility in search engines like Google.
SEO - Search Engine Optimization or SEM – Search Engine Marketing
ERGs at Commonwealth are employee-led groups that foster community, belonging, professional development, and support around shared interests or experiences. Name two.
Able, Arise, Believe, Juice, Communidad, MilCom, PACT, Pride, WLN
Name one of our audience segments that we target with our content.
Breakaway or Wirehouse, Enterprise, Enhanced Recruiting, RIA, Independent Advisors
If a lead is inactive for 90 days, how many points does their score go down?
20
This term describes a financial advisor who is an employee of a firm and receives a regular paycheck with taxes withheld.
W-2 employee
You may have heard the acronym “TOM” a lot during your time here this summer. It stands for this.
Target Operating Model