Angela Sarver

Angela Sarver is manager, practice management, 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

Is Forming a Business Partnership Right for Your Firm?

Millennials in the Workplace: Fact Vs. Fiction

Building Scale Through Leadership

Finding Ways to Maximize Your Employees’ Discretionary Efforts

10 Best Practices for Developing a Human Resources Strategy

Is Forming a Business Partnership Right for Your Firm?

Posted by Angela Sarver

July 25, 2018 at 1:30 PM

If I asked you to define partnership, what would you say? It’s a challenging question because partnerships mean different things to different people. For many advisors I speak with, a partnership is a structure that provides certain benefits. Specifically, it allows them to expand scale and capacity, maximize operational efficiency, create economies of scale, foster redundancy of skill sets, and establish a firm identity rather than one based solely on the personality of the founder.

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Topics: Practice Management

Millennials in the Workplace: Fact Vs. Fiction

Posted by Angela Sarver

April 11, 2018 at 1:30 PM

Did you know that millennials are the largest generation in the workforce? In fact, by 2025, three out of four workers will be a millennial. Their preferences are shaping workplace policies, and they are challenging employers to think differently about employee engagement, loyalty, and satisfaction.

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Topics: Practice Management

Building Scale Through Leadership

Posted by Angela Sarver

November 28, 2017 at 10:00 AM

According to Merriam-Webster, the definition of scale is “to grow or expand in a proportional and usually profitable way.” It includes the number of clients you have, the level of service you provide, which services your firm offers, and the efficiency at which you operate. But no matter how efficient you are, capacity will impede continued growth—and this is where building scale through leadership is critical.

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Topics: Practice Management

Finding Ways to Maximize Your Employees’ Discretionary Efforts

Posted by Angela Sarver

March 14, 2017 at 10:00 AM

In the past few years, the landscape of the financial services industry has changed dramatically, particularly with the introduction of robo advice and the moved toward fully integrated technology solutions. As a result, the relationships you have with your clients have taken on even greater importance. They are likely more personal and more meaningful. And you may be looking for novel ways to provide a level of service that consistently exceeds your clients’ expectations—and helps you stand out from the pack.

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Topics: Practice Management

10 Best Practices for Developing a Human Resources Strategy

Posted by Angela Sarver

September 20, 2016 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 the business unit 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 10 best practices for developing a human resources strategy.

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Topics: Practice Management

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