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POMFRET CENTER — Financial Advisors, Jim Weiss & Laurence Hale, Managing Partners of Weiss & Hale Financial, recently attended a national educational conference for independent financial advisers. Hosted by Commonwealth Financial Network®, the sold-out event drew more than 900 financial professionals. Industry partners gathered, connected and collaborated to strengthen their leadership and to enhance the high-end service they provide to clients.
The conference theme, Changing Viewpoints/Fresh Insights—Creating New Pathways to Success, encouraged attendees to approach opportunities from different vantage points, and lead their clients to financial success. Advisors were challenged to take a fresh approach to their practice, with unique perspectives offered from insightful and reflective minds, such as keynote speakers: Malcolm Gladwell, author of blink, what the dog saw and outliers, and Andrew McAfee, principal research scientist at MIT. Both speakers left attendees empowered with profound convictions relating to how technologies are changing society, how ideas spread, how decisions are made, and what lies at the root of success – all key takeaways for helping today’s clients succeed.
Brad McMillan, Commonwealth’s Chief Investment Officer, presented an economic and market update as well. “Always insightful, but normally pessimistic, Brad’s positive outlook on the domestic economy gathering strength presented reasons to be optimistic, but were tempered by his call to remain cautious internationally, in light of lingering global challenges.” said Hale.
“It was our privilege to host Weiss & Hale at our 2014 National Conference,” said Wayne Bloom, CEO of Commonwealth. “The Weiss & Hale advisors took part in advanced sessions demonstrating a commitment to continued growth, directly benefiting their practice and their clients. We value our ongoing partnership with the team at Weiss & Hale Financial, and will continue to provide the range of resources needed to propel their practice forward and to help them continue to offer innovative planning and investment solutions to their clients.”