Kristine McManus

Kristine McManus is chief business development officer, practice management, at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. Since joining the firm in April 2014, she has been working with affiliated advisors to grow their top line through the introduction of various programs, tools, and coaching. Kristine holds the Chartered Retirement Planning CounselorSM designation, an MA from Pennsylvania State University, and a BFA from Adelphi University.

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

Recent Posts

Small Changes, Big Results: 3 Tips for Better Phone Calls

Gaining Introductions to High-Quality Prospects: 4 Common Questions

How to Find Prospects on LinkedIn

Growing Your Business Through COIs (Beyond CPAs)

The Importance of Organic Growth for Financial Advisors

Small Changes, Big Results: 3 Tips for Better Phone Calls

Posted by Kristine McManus

February 15, 2017 at 1:30 PM

Recently, I had a conversation with an advisor that got me thinking about the importance of seizing everyday opportunities. In my experience, too many advisors wait for the right moment to make a big change that will transform their practice. Unfortunately, big opportunities don’t come along that often. A better strategy is to make the most of the small opportunities that come your way all the time. With that in mind, I’ve decided to write a few posts focusing on little things you can do to achieve big results. They don’t require additional staff or resources, but they do require a willingness to try something new.

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Topics: Practice Management

Gaining Introductions to High-Quality Prospects: 4 Common Questions

Posted by Kristine McManus

October 26, 2016 at 1:30 PM

According to ClientWise, elite advisors gain more than 70 percent of their new clients through introductions, and the Oechsli Institute found that high-net-worth people prefer to be introduced to their advisor by someone they trust. So, if there’s one skill you should master for production growth, it’s gaining introductions to high-quality prospects.

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Topics: Practice Management

How to Find Prospects on LinkedIn

Posted by Kristine McManus

October 25, 2016 at 10:00 AM

Recently, I spoke with an advisor about building his business. He planned to spend thousands on purchasing a mailing list, hundreds to create a direct mail piece, plus more money on postage and handling. He hoped that by getting in front of one or two high-net-worth prospects, and converting one to a client, it would make the return on investment worthwhile.

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Topics: Practice Management

Growing Your Business Through COIs (Beyond CPAs)

Posted by Kristine McManus

May 18, 2016 at 1:30 PM

When you think of strategic alliances or centers of influence (COIs), are CPAs the first professionals who come to mind? If so, you could be limiting opportunities to grow your business.

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Topics: Practice Management

The Importance of Organic Growth for Financial Advisors

Posted by Kristine McManus

May 17, 2016 at 10:00 AM

Growth means something different for every advisor. But one strategy I frequently hear advisors mention is a plan to acquire a practice. Certainly, this is a good long-term strategy, but acquiring a practice very seldom adds any revenue in the short term. Why? For one, the world is full of advisors looking to buy a practice, and there aren’t enough advisors looking to sell. For another, it can take more than a year to find an appropriate advisor to have a conversation with, much less get a sale under way. So, how can you grow in the meantime?

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Topics: Practice Management

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