What Should Advisors Look for to Find the Perfect Culture Fit?

In this episode of the Kick It Open Podcast, hosts Shelby Nicholl and Iyanna Harris engage in an insightful discussion with Becca Hajjar, Managing Principal and Chief Business Development Officer of Commonwealth Financial Network. 

With a wealth of experience and a commitment to driving diversity in wealth management, Becca sheds light on her journey, Commonwealth’s growth, and how advisors can evaluate a firm’s “fit factor.”

Episode Highlights:

💼 Finding Your Fit: Becca offers insights on evaluating firm culture and how advisors can assess alignment beyond business needs, looking at a firm’s “personality” to see if it truly matches their values.

⏳ Becoming “Time Merchants”: Commonwealth champions time-saving strategies that empower advisors to focus on what matters most. Becca shares how outsourcing options like PPS Select can lead to better client experiences and help advisors scale efficiently.

👩🏽‍🤝‍👨🏻 Championing Diversity: Becca’s passion for growing opportunities for women and diverse advisors shines through. Commonwealth’s initiatives, from flexible licensing paths to mentorship programs, empower new advisors to step into lead roles with confidence.

To learn more about Commonwealth: Reach out to Shelby or Iyana and check out Our Leadership Team | A Passion for Serving Our Advisors.

Articles about Commonwealth:
Commonwealth Announces Highest Recruiting Results in Its 43-Year History, with New Assets Nearly Doubling from 2021 - AdvisorHub

Women-Owned Independent RIA Moves Its Business to Commonwealth | Business Wire

We also invite you to learn more about Muriel Network and Catalyst.

Schedule a discovery call with Shelby Nicholl: Zoom Scheduler

Produced by Shelby Nicholl.
Edited by Aaron Sherman.

Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU