Joshua A. Paul Attends Exclusive Business 2016
Joshua A. Paul Attends Exclusive Business Experience Conference for Financial Advisors
Worcester, Massachusetts (May, 2016)—Joshua A. Paul, CFP®, AIF®, senior vice president of Bartholomew & Company, Inc., in Worcester, Massachusetts, gathered with leading financial advisors invited to participate in Commonwealth Financial Network®’s Business Experience conference, April 17–20, 2016, at Belmond Charleston Place in Charleston, South Carolina. Business Experience recognizes successful advisors based on a ranking of annual production among Commonwealth’s nationwide network of more than 1,650 financial advisors.
“We were pleased to host Joshua at our 2016 Business Experience conference,” said Wayne Bloom, CEO of Commonwealth. “Attending this event—adding value through participation and personal insights, and exploring tools and strategies that empower Joshua to maintain a competitive advantage—is one of the many reasons he is among the most successful in the independent industry. We commend Joshua for his unwavering focus on his clients’ needs and commitment to their best interests.”
Throughout the conference, advisors attended information sessions and panel discussions geared toward bettering their practice—bridging the gap between advisors’ personal brand and culture of their firm and finding new ways to connect with clients and grow their business. Steve Gross, executive director and chief playmaker of Life is Good Kids Foundation, led a presentation offering strategies to lead with optimism and build resiliency. Brad McMillan, senior vice president and chief investment officer at Commonwealth, provided an economic update.
While in South Carolina, Joshua also took time to give back to those in need. Partnering with Habitat for Humanity of Sea Island, Commonwealth volunteers helped complete four new homes for low-income families. Projects included exterior siding, drywall installation, cabinetry installation, and painting.
About Bartholomew & Company
Bartholomew & Company has been providing individuals and organizations with financial guidance since 1994. Located at 370 Main Street, Suite 1000, Worcester, MA 01608, the advisors of Bartholomew & Company pride themselves on crafting unique strategies for each client. For more information, please visit www.bartandco.com. Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
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 1,650 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com