Financial Planning Mastery Division

Who we are & what we do:

The Financial Planning Mastery Division at Commonwealth Financial Group provides advisors with guidance and resources to enhance their planning capabilities. This team supports the development of well-rounded financial strategies and helps ensure clients receive thoughtful, personalized solutions. Through collaboration and expertise, the division strengthens the overall planning process across the firm.

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Meet the Team: FPM Division Leadership

  • Dakota Brizendine

    Head of Financial Planning Mastery

  • Sam Philbrook

    Managing Director, Boston MA

  • Sam Paul

    Managing Director, Bedford, NH

  • Nicholas Roop

    Managing Director, Burlington, VT

  • Meghan Blomberg

    Managing Director, Hingham, MA

Client Workflows

From point of first meeting to implementation of products post-presentation of the financial plan for fee-based clients.

To outline best practices in servicing client engagement post 1st financial plan presentation and initial foundation implementation.

Developmental Offerings

Frequently Asked Questions:

  • The full Training Calendar can be found in Outlook. Click Add new Calendar and then search for “CFG Training”.   

  • The language scripts new advisors are expected to memorize in their initial onboarding phase is the Phoning & Objections script, VIPS Referral script, and Approach Meeting script. 

  • The weekly training recordings can be found in the “Recording Library” by date.

  • The vignette recordings can be found in the “Recording Library” above.

Have any questions or need help? Contact us!