John Fencil

John Fencil is a practice management consultant at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. With the firm since November 2015, he works with affiliated advisors on a range of business issues, including business planning, marketing, growth, office efficiencies, staffing, and continuity/succession. John earned a bachelor’s degree in economics from the State University of New York at Potsdam and an MBA from the University of Texas at Austin.

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

Recent Posts

Finding the Right Acquisition Partner for Your Financial Services Firm

How to Maximize the Value of Your Practice Before You Sell

Finding the Right Acquisition Partner for Your Financial Services Firm

Posted by John Fencil

January 10, 2017 at 10:00 AM

As you’re well aware, one constant in financial services is change. Between an aging advisor population and new Department of Labor regulations, the opportunity in the coming months and years to add “bolt-on” acquisitions to well-positioned practices—at the right price—is worth assessment. In fact, industry sources have claimed that in the next 5 to 10 years, there could be as much as a 50-percent turnover rate in financial advisory practices.

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Topics: Practice Management

How to Maximize the Value of Your Practice Before You Sell

Posted by John Fencil

August 30, 2016 at 10:00 AM

Over the last few years, Commonwealth’s Practice Management team has observed a troubling trend: many advisors deciding to sell their practices with very little forethought. Unfortunately, by not allowing themselves enough prep time for such a major decision, these advisors could be leaving money on the table.

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Topics: Practice Management

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