Kristine McManus

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

Kristine McManus
Displaying 51 results
What do advisory firms need to keep growing? A move beyond client referrals
NEWS OPINION FEB 09, 2023
What do advisory firms need to keep growing? A move beyond client referrals

As firms increase in size, client referrals represent a declining percentage of new assets, while marketing accounts for a greater percentage.

How advisors can take control of their success in 2023
NEWS OPINION JAN 11, 2023
How advisors can take control of their success in 2023

One way to think positively about the new year is to focus on the activities and actions you can control.

3 ways you can attract next-gen advisers
NEWS OPINION DEC 07, 2022
3 ways you can attract next-gen advisers

Finding younger advisers to join your firm isn’t easy, but it’s well worth the investment of your time and energy.

How to give gifts that will delight clients
NEWS OPINION NOV 10, 2022
How to give gifts that will delight clients

Consider skipping the classic fruit basket, and think of new, memorable ways to wow clients this holiday season.

The road to loyalty is paved with exceptional customer experiences
NEWS OPINION OCT 12, 2022
The road to loyalty is paved with exceptional customer experiences

Go beyond customer satisfaction — satisfied customers don't drive ROI and profitability the way that a raving fan does.

How women advisers can create white space for new ideas
NEWS OPINION SEP 12, 2022
How women advisers can create white space for new ideas

Staying busy may seem like the path to success, but without time to reflect, advisers could be using their time and energy on the wrong things.

Outsourcing can increase firms' scale and efficiency
NEWS OPINION AUG 09, 2022
Outsourcing can increase firms' scale and efficiency

Wise advisers are exploring options to offload tasks that aren't a high-value activity for them or duties that they don't particularly enjoy.

How financing options can help advisers drive growth
NEWS OPINION JUL 06, 2022
How financing options can help advisers drive growth

There have been exciting developments in terms of partner firms offering loans and equity options that can provide the capital advisers need to realize their business growth goals.

How advisers can drive growth in any environment
NEWS OPINION JUN 08, 2022
How advisers can drive growth in any environment

Here are some of advisers' best strategies for boosting growth, ranging from optimizing efficiency to engaging prospects.

4 top planning needs for sophisticated advisory firms
NEWS OPINION MAY 11, 2022
4 top planning needs for sophisticated advisory firms

How should firms organize, develop and manage their operations to ensure continued success as they grow?