part of our outreach, we will ask you to rate us on a scale
of 1 to 100. Although it may seem like Commonwealth is
fanatical about evaluating our service, we know that even
small decreases in the field’s cumulative rating deserve
analysis and action.
Help Us Maintain the Connection
Since staying in touch is critical to both of us, please expect
an e-mail or call from Commonwealth saying we want to
schedule your State of the Business Check-In. Please respond
and ask your receptionist to schedule it! We look forward
to talking with your firm and continuing to deepen our
relationship by getting to know you, your challenges, and
your desires even further.
Times certainly have changed since I joined
Commonwealth—I think for the better. But what
hasn’t changed is how committed we are to listening
to our advisors and acting on your feedback. Although
we will proactively reach out to you throughout the
year, please don’t hesitate to call or e-mail us when
there’s something you need.
Joni Youngwirth is the managing principal of
practice management. She is available at x9124 or
at
.
commonwealth.com
For Advisor Use Only
7
Editorial
More Generation Y members—84 percent—are
seeking advice on how to manage finances than
any other generation.
— Merrill Edge
