Press Release April, 2017
Mark Egidio Attends Prestigious Chairman’s Retreat 2017
Cheshire, CT (April, 2017)—Mark Egidio, President of Egidio Assante Wealth Management, LLC. In Cheshire, Connecticut, gathered with a group of leading financial advisors invited to participate in Commonwealth Financial Network®’s Chairman’s Retreat, March 13–16, 2017, in Sea Island, Georgia. Chairman’s Retreat—Commonwealth’s highest level of recognition based on a ranking of annual production among the broker/dealer–RIA’s advisor network—is an intensive learning and networking experience designed to support the firm’s elite advisors.
The theme, “Pivoting Your Business,” extended throughout the three-day conference, encouraging advisors to explore strategies for evolving their vision, building on what works well, and making the next critical moves to propel new growth. Chairman’s Retreat 2017 offered thought-provoking sessions led by business owners, industry leaders, and Commonwealth’s senior staff, providing attendees with valuable insight in the areas of leadership, strategic growth, flexibility, and extraordinary service. Portions of the retreat were dedicated to collaborating with peers through advisor networking roundtables.
“Chairman’s Retreat offers some of our industry’s most seasoned and successful advisors the opportunity to come together for a three-day experience, allowing them to reflect on the successes that have brought them to this point and ponder their next level of growth,” said Peter Wheeler, vice chairman of Commonwealth and host of this year’s retreat. “Advisors who participate in Chairman’s Retreat are driven, accomplished independent advisors who run their business with their clients’ best interests in mind. The strategies explored during this conference will provide Mark with concrete takeaways to leverage his strengths and continue to evolve his practice, all while maintaining his laser focus on service excellence.”
Egidio had the exclusive opportunity to engage with influential professionals, who represented a broad spectrum of backgrounds and expertise, including David Yoffie, professor, International Business Administration, Harvard Business School; Nicholas Burns, professor, practice of diplomacy and international relations, John F. Kennedy School of Government, Harvard Kennedy School; Jurrien Timmer, director of global macro, Fidelity Investments; Gene Ellison, Commonwealth advisor and B.A.S.S. and FLW professional tournament angler; Julia Preston, former New York Times national correspondent, contributing writer to The Marshall Project; and Michael LaBranche, CIO, Battery Park Capital.
Egidio said, “Chairman’s Retreat is an all-around invigorating experience for me—pausing from the normal day to day allows me to think critically and strategically about long-term goals for my business and my clients. Connecting with like-minded peers and engaging with industry executives challenged me to find new ways to strengthen the core of my practice and deepen my relationships with my valued clients. I bring a renewed sense of passion and purpose back to Egidio Assante, and I remain as dedicated as ever to providing my clients with unparalleled service.”
About Egidio Assante Wealth Management, LLC.
Egidio Assante Wealth Management has been providing individuals and organizations with financial guidance since 2009. Located at 20 Realty Drive in Cheshire, CT with branch offices in Madison, Trumbull and Glastonbury, the advisors of Egidio Assante pride themselves on crafting unique strategies for each client. For more information, please visit www.eawm20.com
“Securities and advisory services offered through Commonwealth Financial Network, member FINRA / SIPC, a registered Investment Adviser. Fixed insurance products and services offered through Egidio Assante Wealth Management, LLC or 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 1,710 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.