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BOBBI REBISZ, CLF®

Head of Advisor Growth

Bobbi Rebisz has 18 years of experience in the Financial Services industry with a background and focus on practice management coaching and consulting, business development, and marketing. Prior to joining Commonwealth Financial Group (CFG), Bobbi was the Director of Advisor Teaming at MassMutual.

As Head of Advisor Growth at CFG, Bobbi is responsible for driving the development strategy to increase advisor productivity via coaching and consulting. Her coaching in key areas of practice management includes developing vision and goals, identifying growth opportunities, defining roles and responsibilities, emphasizing the value of segmentation and the client experience, and financial management. She is committed to cultivating best practices to ensure teams have growth today and maximize the value of their practice in the future. Bobbi also helps advisors plan for succession and the continuity of the business.

Bobbi served as a member of the Board of Directors for the Mental Health Association of Westchester for 10 years. She received her Chartered Leadership Fellow® (CLF®) from the American College and remains committed to ongoing education in Leadership. Bobbi is also a certified Kolbe Consultant, a certified DISC Specialist, and is certified in Mindset, Time Management, and Emotional Intelligence (EQ).

Bobbi enjoys embarking on road trips while listening to audiobooks or singing along to music. She is enthused by the topic of space and is very excited that we are heading back to the moon.

 

280 Congress Street, Suite 1300
Boston, MA 02210