In this episode of the Focused on the Future Podcast, industry leader Suzanne Siracuse talks with Trap Kloman, the president and COO of Commonwealth Financial Network, to discuss strategies and principles that have contributed to the long-standing success of Commonwealth Financial Network and its dedication to serving its advisors effectively.
Specifically, Trap discusses:
- How a customer-centric approach has helped Commonwealth build strong relationships with advisors as their mission and reason for being. The firm believes that if they take care of their advisors, success will naturally follow.
- Why a purpose-driven mindset is essential in the industry, and Trap reiterates the importance of having a clear purpose and staying true to it in all their endeavors.
- Balancing client requests with the firm’s capabilities and the need to prioritize requests based on what is feasible and aligns with the firm’s overall mission.
Resources:
Connect With Suzanne Siracuse:
- LinkedIn: Suzanne Siracuse
- Twitter: Suzanne Siracuse
- Email: [email protected]
Connect With Trap Kloman:
- Commonwealth Website
- Commonwealth LinkedIn
- Commonwealth Twitter
- Commonwealth Facebook:
- Commonwealth YouTube:
- Trap Kloman LinkedIn
About Our Guest:
Trap Kloman serves as President and Chief Operating Officer at Commonwealth Financial Network. With the firm since 2015, he works to strengthen the success of our company and our advisors by ensuring that all members of our community have the resources, tools, and opportunities they need to remain competitive. That starts by building relationships, lending an ear, and keeping abreast of future opportunities and industry trends.