Commonwealth Core
Lead the Way
The Digital Spotlight
Industry Insights
IYKYK
That's What She Said
100
This is the year that Commonwealth Financial Network was founded.
1979
100
This type of web page is built to capture a user’s information in exchange for gated content.
Landing Page
100
This is an example of how we promote an asset through a 3rd party publication. (Multiple Options)
Display Ad, Email, Newsletter, Whitepaper Sponsorship, etc.
100
Morgan Stanley, Wells Fargo, Merrill Lynch, and UBS are four prominent types of these firms.
Wirehouse
100
The acronym IBD doesn't stand for irritable bowel disorder in our world; instead, it’s a type of financial firm.
Independent Broker Dealer
100
Always park your car appropriately to avoid a lecture from this man.
Paul Drover
200
These 3 locations are where you can find Commonwealth offices.
Waltham, MA
San Diego, CA
Cincinnati, OH
200
This is where a lead receives a whitepaper, guide or infographic from Commonwealth after filling out a form.
In their email
200
This is what we call an article that is written by a Commonwealth writer and hosted on a 3rd party site.
Sponsored Content
200
These two organizations regulate the securities industry in the United States.
FINRA and the SEC
200
This designation is commonly pursued by advisors who want to specialize in comprehensive financial planning.
CFP - Certified Financial Planner
200
You want to hit up the lounge at this time for maximum culinary treat potential.
2 p.m.
300
He is the founder and current Chairman of Commonwealth.
Joe Deitch
300
This is how often we typically create a new marketing campaign.
Once a month
300
We first tried intent-based display ad targeting on this popular sports site.
ESPN
300
RIAs are typically paid through this type of model, rather than commissions.
Fee-only or Fee-based
300
This three-letter acronym stands for the process of improving a website’s visibility in search engines like Google.
SEO - Search Engine Optimization
300
This is the group of colleagues that plans social events for the Marketing team.
PPC or Party Planning Committee
400
Commonwealth has been ranked #1 in independent advisor satisfaction by J.D. Power this many times in a row.
11
400
In our campaigns, name one metric we use to measure our success. (Multiple Options)
Leads, Open rates, click through rates, etc.
400
This is the last team to review and approve all creative before it is sent to the trade pub partners.
Compliance
400
This is the process of planning who will take over a financial advisory practice when the current owner retires or leaves.
Succession Planning
400
This three-letter acronym is often used to label drafts or unfinished documents that are still being edited.
WIP - Work in Progress
400
Sarah attended this Massachusetts based college.
UMASS Amherst
500
Our iconic bull is located here.
Building 1, 4th floor
500
These are our audience segments that we target with our content. Core is one of them.
Breakaway or Wirehouse, Enterprise, Enhanced Recruiting, RIA
500
This is where we can track the metrics for our campaigns.
Google Analytics or Pardot/Saleforce
500
This term describes a financial advisor who is an employee of a firm and receives a regular paycheck with taxes withheld.
W-2 employee
500
This three-letter acronym refers to paid strategies like Google Ads used to appear in search engine results.
SEM - Search Engine Marketing
500
What is Leeann's new kitten's name?
Frankie