Angela Sarver

Angela Sarver is supervisor, practice management, at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. With the firm since 2007, Angela works with affiliated advisors on general and complex human resources issues, as well as consults on a wide range of topics, including business planning, operational efficiency, marketing, and risk management. She also oversees the Commonwealth Institute series of training courses offered to advisors’ office staff. Angela earned a BS in business administration from Emmanuel College and completed the graduate certificate program in human resources management at Northeastern University. She is currently enrolled in the MBA program at Endicott College.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

A Practical Guide to Hiring an Advisor

A Strategy for Success: Delegating in Your Financial Services Firm

Leading Multiple Generations in Your Financial Services Firm

Fostering Creativity in Your Financial Services Firm

Creating Value Through an Employee Performance Management Program

A Practical Guide to Hiring an Advisor

Posted by Angela Sarver

March 9, 2016 at 1:30 PM

As your firm grows and evolves, you’ll surely face different hurdles. Sometimes, the challenge is centered on your bandwidth or your ability to deliver on your service model. At other times, it’s a desire to share expenses and have a colleague with whom you can collaborate. In these situations, hiring an advisor may seem like the most logical solution. You may find, however, that it gives rise to a number of questions.

Read More

Topics: Practice Management

A Strategy for Success: Delegating in Your Financial Services Firm

Posted by Angela Sarver

August 25, 2015 at 10:00 AM

If you've ever remodeled your home, you've no doubt experienced the joy and the pain of the construction process. It might begin with a small job, one that you can tackle yourself. But as the projects become more complex and more numerous, you may decide to call in extra help, either because you don't have the expertise for a particular task or because completing the work yourself isn't the best use of your time. The same goes for remodeling your business. Faced with growing responsibilities, when is the right time to start delegating in your financial services firm?

Read More

Topics: Practice Management

Leading Multiple Generations in Your Financial Services Firm

Posted by Angela Sarver

August 19, 2015 at 1:30 PM

For quite some time, you've probably heard about the changes that will take place in the workforce when the baby boomers retire. Guess what? Whether you're ready or not, the future is now. According to Dr. Bob Nelson of Recognition Professionals International, an association of human resources professionals, baby boomers (ages 47–66) represent 38 percent of today's workforce, while Generation Xers (ages 27–46) and millennials (ages 18–26) combined represent 57 percent.

Read More

Topics: Practice Management

Fostering Creativity in Your Financial Services Firm

Posted by Angela Sarver

July 8, 2015 at 1:30 PM

It is commonly assumed that creativity has little value outside traditionally creative fields like architecture, advertising, and entertainment. But organizations in all fields—including financial services—can benefit from tapping into the creative capacity of their entire employee base. By leveraging everyone within your firm, you can uncover a wider variety of ways to improve it. Sometimes these changes are profound. Often, however, they are simple 1-percent improvements that, when combined, can make a big difference over time.

Read More

Topics: Practice Management

Creating Value Through an Employee Performance Management Program

Posted by Angela Sarver

July 1, 2015 at 1:30 PM

As a financial advisor and business owner, most likely you've periodically reviewed your business planning process. This process presents an opportunity for you to share your firm's strategy, policies, and practices with employees. But it's also the chance to set the expectation that performance evaluations will be based on contributions to the firm's goals.

Read More

Topics: Practice Management

Commonwealth Business Review
5 Ways to Affiliate
The Independent Market Observer, Brad McMillan

Follow Us