Finding the Right Culture Fit with Becca Hajjar, Managing Principal at Commonwealth
In this episode of the Kick It Open Podcast, hosts Shelby Nicholl and Iyanna Harris engage in an insightful discussion with Becca Hajjar, Managing Principal and Chief Business Development Officer of Commonwealth Financial Network.
With a wealth of experience and a commitment to driving diversity in wealth management, Becca sheds light on her journey, Commonwealth’s growth, and how advisors can evaluate a firm’s “fit factor.”
Episode Highlights:
💼 Finding Your Fit: Becca offers insights on evaluating firm culture and how advisors can assess alignment beyond business needs, looking at a firm’s “personality” to see if it truly matches their values.
⏳ Becoming “Time Merchants”: Commonwealth champions time-saving strategies that empower advisors to focus on what matters most. Becca shares how outsourcing options like PPS Select can lead to better client experiences and help advisors scale efficiently.
👩🏽🤝👨🏻 Championing Diversity: Becca’s passion for growing opportunities for women and diverse advisors shines through. Commonwealth’s initiatives, from flexible licensing paths to mentorship programs, empower new advisors to step into lead roles with confidence.
To learn more about Commonwealth: Reach out to Shelby or Iyana and check out Our Leadership Team | A Passion for Serving Our Advisors.
Articles about Commonwealth:
Commonwealth Announces Highest Recruiting Results in Its 43-Year History, with New Assets Nearly Doubling from 2021 - AdvisorHub
Women-Owned Independent RIA Moves Its Business to Commonwealth | Business Wire
We also invite you to learn more about Muriel Network and Catalyst.
0:00 Introduction
1:14 Meet Becca Hajjar
4:23 Commonwealth Financial Network Overview
6:46 The importance of Culture and Community
16:52 Ensuring the right fit
23:24 The Value of Time: Making the Most of Your Limited Weeks
25:30 Success Stories: Bold Decisions and New Clients
27:20 Overcoming Hesitations
29:27 Encouraging Diversity
34:43 Mentorship and Succession: Passing the Torch
38:07 Reaching the Next Generation: High School and Career Changers
43:39 Quick Fire Questions
45:04 Conclusion and Credits
About this podcast:
If you're a woman in wealth management (or any male-dominated industry), this podcast is for you. Muriel Siebert (first woman member of the NYSE ) said, "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.” After decades of sluggish progress, it’s time for us to kick the door open on women’s success.
Produced by Shelby Nicholl.
Edited by Aaron Sherman.
Marketing by Sabrina Portnoy.
Graphic Design by John Gallagher.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll
License code: EV5ON7Y3CSESDSEU