Commonwealth Independent Advisor

Angela Sarver

Angela Sarver is a senior practice management consultant at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since 2007, Angela works with advisors on critical business issues, including business planning, leadership, partnerships, human resources, operational efficiency, marketing, business risk, and growth strategies. Angela has a BS in business administration from Emmanuel College and an MBA from Endicott College. She also completed the graduate certificate program in HR management at Northeastern University.

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

Recent Posts

Millennials in the Workplace: Fact Vs. Fiction

Building Scale Through Leadership

Finding Ways to Maximize Your Employees’ Discretionary Efforts

5 Tips for Managing Employee Satisfaction in a Diverse Workforce

Building a Great Culture in Your Firm

Millennials in the Workplace: Fact Vs. Fiction

Posted by Angela Sarver

April 11, 2018 at 1:30 PM

Did you know that millennials are the largest generation in the workforce? In fact, by 2025, three out of four workers will be a millennial. Their preferences are shaping workplace policies, and they are challenging employers to think differently about employee engagement, loyalty, and satisfaction.

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Topics: Practice Management

Building Scale Through Leadership

Posted by Angela Sarver

November 28, 2017 at 10:00 AM

According to Merriam-Webster, the definition of scale is “to grow or expand in a proportional and usually profitable way.” It includes the number of clients you have, the level of service you provide, which services your firm offers, and the efficiency at which you operate. But no matter how efficient you are, capacity will impede continued growth—and this is where building scale through leadership is critical.

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Topics: Practice Management

Finding Ways to Maximize Your Employees’ Discretionary Efforts

Posted by Angela Sarver

March 14, 2017 at 10:00 AM

In the past few years, the landscape of the financial services industry has changed dramatically, particularly with the introduction of robo advice and the moved toward fully integrated technology solutions. As a result, the relationships you have with your clients have taken on even greater importance. They are likely more personal and more meaningful. And you may be looking for novel ways to provide a level of service that consistently exceeds your clients’ expectations—and helps you stand out from the pack.

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Topics: Practice Management

5 Tips for Managing Employee Satisfaction in a Diverse Workforce

Posted by Angela Sarver

May 25, 2016 at 1:30 PM

My favorite apple variety is honey crisp. I eat them by cutting them into slices, leaving the skin on. Do you have a different preference? Do you even like apples? And what’s with all this apple talk?

Well, knowing and understanding the needs of a diverse workforce is kind of like knowing that there are different varieties of apples. Every staff member is a person, but he or she is also an individual—a male or female, a member of a particular generation, and someone with different skills, experiences, goals, talents, and perspectives. As a result, each requires a personalized approach in the way you manage, treat, and lead him or her.

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Topics: Practice Management

Building a Great Culture in Your Firm

Posted by Angela Sarver

May 24, 2016 at 10:00 AM

It was an ordinary day at the office when the call came in. A client was ill and had been admitted to the hospital. Unfortunately, this same client was waiting on an important transaction, and his signature was needed on the paperwork. Since the client couldn’t come to them, the staff person who took the call went to the hospital, getting the needed signature.

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Topics: Practice Management

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