Angela Sarver

Angela Sarver is a senior practice management consultant at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since 2007, Angela works with affiliated advisors on general and complex human resources issues, as well as consults on a wide range of topics, including business planning, operational efficiency, marketing, and risk management. She also oversees the Commonwealth Institute series of training courses offered to advisors’ office staff. Angela earned a BS in business administration from Emmanuel College and completed the graduate certificate program in human resources management at Northeastern University. She is currently enrolled in the MBA program at Endicott College.

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

Recent Posts

Avoiding Advisor Burnout: Tips for Stress Management

Are You Suffering from Compassion Fatigue?

The Brain on Bias: Guiding Clients in Financial Decision-Making

Don’t Be Bossy: How to Effectively Coach Your Employees

10 Best Practices for Developing a Human Resources Strategy

Avoiding Advisor Burnout: Tips for Stress Management

Posted by Angela Sarver

March 18, 2020 at 11:00 AM

Given the escalating public health crisis, we're all feeling a great deal of stress as we try to handle new challenges in our personal and professional lives. This is certainly true for advisors, many of whom are undoubtedly overwhelmed with the need to manage clients’ rising concerns—even panic—about the current financial turmoil and drop in their investments. The markets have been fluctuating wildly, and media headlines are stoking fears of a recession. No one can say for sure how the economy will be affected in the coming months, but right now the uncertainty and fears are real.

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Topics: Practice Management

Are You Suffering from Compassion Fatigue?

Posted by Angela Sarver

December 4, 2019 at 1:30 PM

When you take care of others as part of your job, you frequently hear about ongoing suffering, which can take its toll in the form of burnout and secondary traumatic stress. For advisors, burnout may result from your external environment, including a fast-paced schedule, long hours, and not enough time in the day to spend with every client. This burnout may then lead to secondary traumatic stress, which is internal and occurs when you reach the point where you just can’t take it anymore. Sound familiar? If so, you may be suffering from compassion fatigue.

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Topics: Practice Management

The Brain on Bias: Guiding Clients in Financial Decision-Making

Posted by Angela Sarver

October 16, 2019 at 1:30 PM

As advisors often experience, introducing change to clients can be a struggle, especially when money—an emotionally charged topic—is involved. Financial decision-making is not always, or even typically, rational and reasonable. Although most of us think we’re capable of making rational choices, only part of the mind has the capability to analyze a problem and come up with a rational solution, and this process can be slow and inefficient.

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Topics: Behavioral Finance

Don’t Be Bossy: How to Effectively Coach Your Employees

Posted by Angela Sarver

August 21, 2019 at 1:30 PM

Think about how you work with your staff from day to day. Do you focus on employees’ technical excellence and how well they provide client service? If so, you’re not alone. Many advisors manage their staff this way. But while this approach supports ongoing operations and will yield success, learning how to effectively coach your employees could do a lot more to motivate your staff and maximize their—and your business’s—potential.

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Topics: Practice Management

10 Best Practices for Developing a Human Resources Strategy

Posted by Angela Sarver

July 30, 2019 at 10:00 AM

When you hear the words “human resources,” do you want to run for the hills? If so, you’re not alone. For many advisors who have gone the independent route, human resources is often where they have the least experience. But when you have the right employees, doing the right jobs, you can create a more efficient, profitable, and scalable practice. So, to help you tackle this important facet of your business, I’ve compiled a list of 10 best practices for developing a human resources strategy.

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Topics: Practice Management

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