Burlington MA (PRWEB) April 06, 2013
Paul Miller and Michael Marchese, Principals of Axial Financial Group℠, in Burlington, MA, gathered with a group of leading financial advisors invited to participate in Commonwealth Financial Network®’s Chairman’s Retreat, March 17–19, 2013, in New Orleans, Louisiana. Chairman’s Retreat—Commonwealth’s highest level of recognition, representing just 3 percent of the broker/dealer–RIA’s advisor network—is an intensive learning and networking experience designed to support the firm’s elite advisors.
The 2013 Chairman’s Retreat encouraged advisors to Live in the Moment and Lead into the Future, exploring this focus through thought-provoking, interactive sessions led by seasoned industry executives and Commonwealth’s senior staff. Keynote speakers and breakout sessions spanned topics of leadership and strategy, fostering and retaining human capital, life planning, and the importance of maintaining a successful work/life balance. Ample time was also dedicated to interacting with peers through multiple advisor networking roundtables.
“Each Chairman’s Retreat attendee is an elite financial advisor, certainly among the best and brightest in our industry,” said Joe Deitch, chairman of Commonwealth. “It’s a rare and remarkable opportunity for all of us to spend three days in the company of our peers, focusing on critical issues of leadership, life, and, of course, wealth management. By taking part in this exclusive event, and also working together with Commonwealth’s senior management and numerous leaders of other financial institutions, Miller and Marchese continue to fortify the core of their practice, so they can provide service and value of the highest caliber to their esteemed clients.”
Miller and Marchese had the exclusive opportunity to engage with influential business men and women who represented a broad spectrum of backgrounds and expertise, including Lee Cockerell, author of Creating Magic: 10 Common Sense Leadership Strategies from a Life at Disney; Russ Koesterich, CFA®, managing director, chief investment strategist for BlackRock and chief global investment strategist for iShares; Elizabeth J. O’Connor, economist and vice president of Capital Strategy Research, Inc.; Robert X. Fogarty, founder and executive director of Dear World; and Ron Gwiazda, director of the Deitch Leadership Institute at Boston Latin School.
“Having this unique opportunity to gather with the most successful financial advisors in our industry, all operating under the same economic backdrop, has proven to be an immeasurable experience,” said Miller. “The structure of the retreat and its open and engaging environment has fostered renewed insights that bring fresh perspective to our practice. Attending Chairman’s exemplifies our sustained commitment to strengthening the core of our business, continually evaluating business efficiencies, and, above all else, providing our clients with paramount service.”
About Axial Financial Group℠
Axial Financial Group℠ has been providing individuals and organizations with financial guidance since 2006. Located at 5 Burlington Woods, Suite 102, Burlington, MA, the advisors of Axial Financial Group℠ pride themselves on crafting unique strategies for each client. For more information, please visit http://www.axialfg.com. Axial Financial Group℠ and Commonwealth Financial Network are Separate and Unrelated Entities. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a registered investment adviser.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports more than 1,450 independent advisors nationwide and makes available a comprehensive array of financial products and services. For more information, please visit http://www.commonwealth.com.
For additional information, contact:
Axial Financial Group℠