INSIGHTS

Highlights From Finseca's 2024 Leaders and Managers Program
Mitch Gessay Mitch Gessay

Highlights From Finseca's 2024 Leaders and Managers Program

Our team was excited to attend another year of Finseca’s Leaders and Managers Program (LAMP), an opportunity for us to connect with industry peers and showcase the exceptional leadership and distinctive culture we've fostered at CFG. This premier three-day event drew over 1,300 attendees dedicated to advancing the financial services sector.

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Commonwealth Financial Group Receives The Platinum Award for This Year’s MassMutual Foundation Firm Community Service Awards
Mitch Gessay Mitch Gessay

Commonwealth Financial Group Receives The Platinum Award for This Year’s MassMutual Foundation Firm Community Service Awards

On behalf of Commonwealth Financial Group (CFG), we are delighted to announce a generous $25,000 donation has been made from the MassMutual Foundation to Gnome Surf in support of their impactful philanthropic initiatives and volunteer endeavors. This recognition underscores CFG's commitment to contributing to the transformative mission of Gnome, which is providing life-changing surf therapy, art therapy, yoga, and eco-therapy experiences for children and families from diverse backgrounds, including those on the autism spectrum, with Down syndrome, and LGBTQ+ youth.

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Sam Philbrook Recognized as NAIFA AdvisorToday's 4 under 40 Award Recipient
Mitch Gessay Mitch Gessay

Sam Philbrook Recognized as NAIFA AdvisorToday's 4 under 40 Award Recipient

Sam Philbrook, Managing Director at Commonwealth Financial Group, is recognized by the National Association of Insurance and Financial Advisors (NAIFA) as a recipient of the 2023 AdvisorToday's 4 Under 40. Every year, AdvisorToday magazine honors four financial advisors for their accelerated excellence and professional success. These individuals effectively balance their work and home lives, are actively involved in their communities, and help their clients secure sound financial futures.

This award has been awarded by AdvisorToday on September 20, 2023, for the following period: August 31, 2022 – August 31, 2023. A fee of $40 was paid to be considered for this award.

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Special Olympics Massachusetts Awarded $10,000 Grant to Empower Young Athletes
Mitch Gessay Mitch Gessay

Special Olympics Massachusetts Awarded $10,000 Grant to Empower Young Athletes

We are delighted to announce that Special Olympics Massachusetts has been awarded a generous $10,000 grant from the MassMutual Foundation through its esteemed Community Service Award (CSA) program. This grant serves as a testament to the remarkable volunteer efforts of Eric Spindt, CFG’s Chief Executive Officer and dedicated Board Chair for Special Olympics.

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Dakota Brizendine: The Power Of A Strong Vision
Meagan Goddard Meagan Goddard

Dakota Brizendine: The Power Of A Strong Vision

Jay Judas from Life Insurance Strategies Group sits down with Dakota Brizendine, Managing Director and Head of New Org at Commonwealth Financial Group. The pair discuss Dakota's remarkable career trajectory, strong leadership acumen and impressive 100% female recruit retention rate, and what her career has meant for her family.

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CFG Takes The Stage at Finseca's 2023 Leaders and Managers Program
Mitch Gessay Mitch Gessay

CFG Takes The Stage at Finseca's 2023 Leaders and Managers Program

CFG attended Finseca’s 2023 Leaders and Managers Program (LAMP), a premier leadership event for the financial security profession. We spent three days with industry professionals learning new trends, sharing critically important insights, and networking with the best in the field.

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Understanding Behavioral Finance: How Our Emotions and Biases Impact Our Financial Decisions
Mitch Gessay Mitch Gessay

Understanding Behavioral Finance: How Our Emotions and Biases Impact Our Financial Decisions

If you think that finance is all about numbers and calculations, think again. Human psychology and emotions play a significant role in our financial decision-making, which is known as behavioral finance.

Traditional finance assumes that people always act rationally and make decisions based on objective facts and figures. However, behavioral finance recognizes that human behavior is often irrational and influenced by emotions, biases, and heuristics.

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How to Make the Most of Your Employee Benefits
Mitch Gessay Mitch Gessay

How to Make the Most of Your Employee Benefits

Want to increase your income today — without the hassle of renegotiating your salary with your employer? One possible way is knowing how to get the most out of your workplace benefits.

The U.S. Department of Labor estimates that your employer-sponsored benefits are worth roughly 30 percent of your salary. (1) And many of us aren’t taking advantage of everything our employers put on the table — we may not even know all that’s available.

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