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

Growing Your Business Through COIs (Beyond CPAs)

The Importance of Organic Growth for Financial Advisors

4 Growth Trends That Are Shaping Advisor Practices

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

4 Growth Trends That Are Shaping Advisor Practices

Posted by Kristine McManus

May 12, 2015 at 10:00 AM

As Commonwealth's chief business development officer, I help advisors grow their revenue. Our discussions usually focus on client-facing activities—the proven revenue drivers. Although independent advisors need to run all aspects of their practices—from technology to HR to client service—the only way to grow revenue is by being in front of clients and prospects.

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Topics: Practice Management

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