Christine Heuston

Christine Heuston is a practice management associate consultant at Commonwealth Financial Network®, member FINRA/SIPC, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since May 2014, she conducts check-in calls with advisors and consults with them to solve business issues on a number of topics, including marketing, human resources, continuity, operational efficiency, and business planning. Christine is a graduate of Roger Williams University and holds FINRA Series 6 and 63 securities registrations.

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

Recent Posts

Setting the Scene for Great First Impressions with Clients

Setting the Scene for Great First Impressions with Clients

Posted by Christine Heuston

February 7, 2018 at 1:30 PM

We’ve all heard the old adage that you never get a second chance to make a good first impression. We base our expectations for the future on that encounter, so starting off on the right foot is essential to creating the ultimate five-star experience.

As an advisor, you know the importance of building personal connections with clients, but does your office space mirror the top-notch service you provide? Have you ever viewed your office through the eyes of your visitors? Here are some tips for creating a welcoming office environment that sets the scene for great first impressions with clients.

Read More

Topics: Practice Management

New Call-to-action
5 Ways to Affiliate
The Independent Market Observer, Brad McMillan

Follow Us