Kristine McManus

Kristine McManus serves as chief advisor growth officer at Commonwealth Financial Network.

Kristine McManus
Displaying 51 results
3 things to consider when selecting a niche
NEWS OPINION DEC 12, 2023
3 things to consider when selecting a niche

Devise a strategy to help you capture business from a market segment you want to serve.

To connect with clients, embrace the holiday season
NEWS OPINION NOV 07, 2023
To connect with clients, embrace the holiday season

Every party you attend or host and every gift delivered can move your brand forward, strengthening and building relationships.

Game-time play: Know your value as a financial advisor
NEWS OPINION OCT 18, 2023
Game-time play: Know your value as a financial advisor

The planning, investing and discipline that financial advisors provide can dramatically affect a family’s choices for generations to come.

The money value of spending time with clients
NEWS OPINION SEP 25, 2023
The money value of spending time with clients

Advisors spend twice as much time on investment activities than anything else, which means they could be missing out on important opportunities.

Building a strong culture to inspire your team
NEWS OPINION AUG 09, 2023
Building a strong culture to inspire your team

As a practice grows, it's harder to make sure that everyone on the team understands what's important to the firm.

Considering an equity ownership structure? Here are 4 questions to consider
NEWS OPINION JUL 12, 2023
Considering an equity ownership structure? Here are 4 questions to consider

Offering employees an ownership stake can give you a valuable tool to attract and retain great people, and it often makes internal succession much easier.

Retire and remain: Sellers seek greater flexibility in succession planning
NEWS OPINION JUN 07, 2023
Retire and remain: Sellers seek greater flexibility in succession planning

While some advisors choose to sell their practices and retire, others wish to remain for a specific time and work for the new owners.

Creating an equity ownership track: Look before you leap
NEWS OPINION MAY 10, 2023
Creating an equity ownership track: Look before you leap

While the economics have to work for the owners and partners of the firm, they have to make sense for the next-gen advisors, too.

How advisors can better understand their scale and capacity
NEWS OPINION APR 19, 2023
How advisors can better understand their scale and capacity

Pruning less than ideal clients can often lead advisors to breakthroughs in growth because they have more time to focus on other activities.

How advisors can achieve growth in difficult markets
NEWS OPINION MAR 17, 2023
How advisors can achieve growth in difficult markets

Some advisors experience organic growth even amid challenging markets, realizing that a downturn is a great time to sow seeds for future growth.