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

E-Mything Your Financial Advisory Practice

Forming a Business Partnership: Tips for the Solo Advisor

The Key to Becoming a Top Advisor: "Focus in Motion"

Take a Walk in Their Shoes: Refining Your Clients' Experience

5 Questions to Ask When Reviewing Your Book of Business

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

The Key to Becoming a Top Advisor: "Focus in Motion"

Posted by Maria Considine King

August 18, 2015 at 10:00 AM

Advisors who aspire to grow their businesses often ask me what those at the top of the production chain are doing that makes them so successful. My answer? Top advisors are "focus in motion."

What do I mean by this? Here, I’ll explore some of the key characteristics of top advisors and ways you can put their ideas to work as your practice evolves.

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Topics: Practice Management

Take a Walk in Their Shoes: Refining Your Clients' Experience

Posted by Maria Considine King

June 24, 2015 at 1:30 PM

Recently, a friend of mine decided to sit down and talk with his son about the dangers of smoking. He detailed the health risks and the social stigmas. He told his son that he didn't want him to ever start smoking. Feeling satisfied with himself, he asked his son if he had any thoughts. The teen just shook his head and said, "Dad, don't worry. I quit smoking ages ago."

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Topics: Marketing, Practice Management

5 Questions to Ask When Reviewing Your Book of Business

Posted by Maria Considine King

May 5, 2015 at 10:00 AM

I'm a first-generation Scot, and one of the common phrases from my childhood was "to be at sixes and sevens." My mother would say it when I seemed at odds with myself—unsure what to do next or confused by my choices. The remedy was to review my priorities and decide on the next step.

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Topics: Practice Management

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