Maria Considine King

Maria Considine King is vice president, practice management, at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. With the firm for more than a decade, Maria consults with advisors on a range of issues, including business planning, succession planning, human resource management, marketing, production, and office efficiency. She also supervises projects and personnel related to Practice Management’s staffing, staff training, succession planning, and operational efficiency services. Maria received her undergraduate degree in economics and international relations from Smith College and an MBA from Boston University.

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

Recent Posts

Finding Common Ground Between Baby-Boomer and Millennial Advisors

Continuity Planning for Advisors: Resolutions for the New Year

10 Best Practices for Personal Efficiency [Infographic]

E-Mything Your Financial Advisory Practice

Forming a Business Partnership: Tips for the Solo Advisor

Finding Common Ground Between Baby-Boomer and Millennial Advisors

Posted by Maria Considine King

January 4, 2017 at 1:30 PM

The dynamic in play between owners of financial advisory practices and their likely successors is interesting. So many things point to there being plenty of common ground between baby-boomer and millennial advisors. For example: 

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Topics: Practice Management

Continuity Planning for Advisors: Resolutions for the New Year

Posted by Maria Considine King

December 15, 2015 at 10:00 AM

New Year’s resolutions menace me. I like the idea of them—using the promise of a new year to make a vow to improve some part of my life—but their execution is fraught with frustration. In working with advisors, I hear a lot of this same frustration. Most resolutions are associated with the things that “should be” done but, somehow, remain undone. Succession and continuity planning is high up on this list for many advisors.

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Topics: Practice Management

10 Best Practices for Personal Efficiency [Infographic]

Posted by Maria Considine King

September 16, 2015 at 1:30 PM

Periods of disruption often lead advisors to concentrate more intently on their businesses and to reassert control over the things they can change. But you don't need to wait for disruption before deciding to make improvements. Instead, take a proactive approach to examining your own performance and finding ways to increase efficiency. Remember, operational efficiency isn't just about how your staff does things; it's also about shaping your approach to everything you do in your day.

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Topics: Practice Management

E-Mything Your Financial Advisory Practice

Posted by Maria Considine King

September 15, 2015 at 10:00 AM

The E-Myth series by Michael Gerber has received acclaim for its down-to-earth presentation of the issues facing most small business owners. But what does it mean to "e-myth" your practice?

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Topics: Practice Management

Forming a Business Partnership: Tips for the Solo Advisor

Posted by Maria Considine King

August 26, 2015 at 1:30 PM

According to a study by the Oechsli Institute, approximately 54 percent of independent advisory practices are solo offices. This might be surprising, but there are certainly benefits of being "the one." You can design your practice around your life, do things the way you believe they should be done, and control the direction your business takes.

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Topics: Practice Management

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