Bette Skandalis

Bette Skandalis is a practice management consultant at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. With the firm since October 2012, Bette works with affiliated advisors on a range of business issues, including business planning, marketing, growth, office efficiencies, staffing, and continuity/succession. She has an undergraduate degree in English from the University of Massachusetts and graduate degrees from the University of Michigan (MA in American culture) and Simmons Graduate School of Management (MBA).

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

Recent Posts

What’s the Problem with Succession Planning for Financial Advisors?

8 Potential Risks in Your Financial Advisory Practice

What’s the Problem with Succession Planning for Financial Advisors?

Posted by Bette Skandalis

March 2, 2016 at 1:30 PM

Just as some clients ignore the financial risk that comes from neglecting their asset protection and retirement planning needs, some advisors ignore the risk exposure created by the absence of a written continuity or succession plan. This leads me to wonder, “What’s the problem with succession planning for financial advisors?”

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Topics: Practice Management, Succession

8 Potential Risks in Your Financial Advisory Practice

Posted by Bette Skandalis

March 1, 2016 at 10:00 AM

Business risk is anything that threatens the continued success of your practice, and it can assume many forms. Unfortunately, many business owners overlook the potential risks that can derail a long-standing business. Why? Generally because they don’t understand the risk, don’t feel the risk is severe, or don’t believe it will happen. But what if it does?

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Topics: Practice Management

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