Kristen Terpstra

Kristen Terpstra is associate consultant, practice management, at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. After joining the firm in 2005 as a transition associate, she transferred to Practice Management in 2008 to consult with the firm’s advisors on business issues, including marketing, human resources, succession, operational efficiency, and business planning. Kristen graduated from Connecticut College with a BA in English and completed her master's degree in communication management from Emerson College.

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Recent Posts

Conducting Focus Groups in Your Financial Advisory Practice

Could an Accountability Partner Help Improve Your Business?

Conducting Focus Groups in Your Financial Advisory Practice

Posted by Kristen Terpstra

March 10, 2015 at 10:00 AM

Focus groups are widely used in many industries, especially for new product development and introduction. In highly structured situations, focus groups are videotaped and then viewed by interested parties after the event. That way, facial reactions and other nonverbal responses can be studied. In the financial services industry, such a structured experience isn't likely, but the example serves to illustrate the importance of promoting objectivity.

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Topics: Practice Management

Could an Accountability Partner Help Improve Your Business?

Posted by Kristen Terpstra

May 28, 2014 at 1:30 PM

Since losing 20 pounds, my husband has been devoted to meeting his weekly workout quota. To reach his goals, he's developed a consistent routine and leans on me to be his accountability partner. To support him, I take on more household chores to free up more of his time and encourage him every step of the way.

When advisors say to me, "I want to grow my practice into a successful business," I immediately think of my husband's gym-going routine. Leading your business in the direction you want is the same: it's all about consistency and having someone to keep you accountable.

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Topics: Practice Management

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