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

  • Dakota Brizendine

    Head of Financial Planning Mastery Division

  • 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

MINDSET

MARKET DEVELOPMENT

PLANNING PRINCIPLES

SKILL SETS & LANGUAGE

Everything starts with Mindset. Our mindset shapes how we perceive challenges, setbacks, and opportunities. At CFG, we believe in the importance of a growth mindset—the belief that abilities and intelligence can be developed, because it fosters resilience, motivation, and a willingness to learn. It influences how we handle failure, how we set goals, and how we respond to success—both our own and others'. With the right mindset, obstacles become steppingstones, not roadblocks, and progress becomes possible even in the face of uncertainty.

Market development is a key developmental offering at CFG, because it is essential for a long-term client growth and keeps an advisor’s practice resilient in a competitive industry. By reaching into new markets—whether through niche demographics, geographic regions, or service offerings—advisors can diversify revenue streams, reduce dependence on a limited client pool, and uncover fresh opportunities. It also positions the advisor as proactive and forward-thinking, helping build credibility and trust with both current and prospective clients.

At CFG we focus on Economic Truths and Financial Planning Principles when working with our clients. Education on these principles and concepts empowers our advisors to build comprehensive, customized financial plans that go beyond product recommendations. Strong planning knowledge enhances credibility, fosters trust with clients and sets advisors apart in a competitive industry—equipping them to offer long-term value and drive lasting client relationships.

Building trust with our clients is essential to be able to empower our clients to make decisions and take action on their financial well-being. At CFG we offer an extensive focus on language and skillset development that help advisors to communicate more effectively with their prospects and clients, while creating emotional connections throughout the ongoing financial planning relationship. In a competitive industry, knowing how to sell without sounding "salesy" is what sets top advisors apart.

Advisor Phases

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.

Please don’t hesitate to reach out with questions.