Michael Manning, Jane Braun and Mike Privett, Financial Advisors of Manning Wealth Management in San Diego, CA, recently attended a national educational conference for independent financial advisors. Hosted by Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealerRIA, the sold-out event drew more than 850 financial professionals from across the nation. Participants gathered in Phoenix, Arizona, November 610, 2013, where they harnessed the collaborative power of peers, colleagues, and industry partners in an effort to provide continued leadership to investors.
The conference theme, Shattering the Leadership IllusionOverturning Assumptions to Drive Success, encouraged attendees to challenge themselves to go beyond great and lead their clients to success. Advisors were urged to venture into a new way of thinking, with fresh perspectives offered from innovative minds.
The opening general session included three insightful keynote speakers: Guy Kawasaki, author, special advisor to Google’s Motorola business unit; Bill Taylor, founder of Fast Company; and Gabe Zichermann, entrepreneur, author. With their varying backgrounds, each speaker offered a unique perspective centered on traits they all sharethe entrepreneurial spirit, imagination, and the drive to succeed.
Brad McMillan, Commonwealth’s chief investment officer, presented an economic and market update in the closing general session.
“It was a tremendous opportunity for the advisers at Manning Wealth Management to interact with our peers and absorb information about the here and now of the Financial Planning and Wealth Management Business,” Michael Manning commented.
The conference provided useful and strategic ways for advisors to enrich their businesses, including educational sessions on a range of topics from privacy and information security and investment strategies to social media and integrated marketing.
“Michael, Jane and Mike are exactly the high-caliber advisor we are pleased to have as part of the Commonwealth community,” said Wayne Bloom, CEO of Commonwealth. “Their participation in our National Conference is representative of an ongoing commitment to take advantage of everything independence has to offer in order to best serve their clients. We value our partnership with Manning Wealth Management and will continue to provide the resources they need to advance their practice to the next level.”
About Manning Wealth Management
Manning Wealth Management has been providing individuals and organizations with financial guidance. Located at 2550 Fifth Avenue, Suite 800, San Diego, CA 92103, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.manningwm.com.
The Financial Advisors of Manning Wealth Management are Registered Representatives and Investment Adviser Representatives with/and offers securities through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Manning Wealth Management is also a Registered Investment Adviser. Advisory services, fixed insurance products and services offered by Manning Wealth Management are separate and unrelated to Commonwealth.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealerRIA, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power and Associates ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Three Times in a Row.” The firm supports more than 1,450 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
