Christine Heuston

Christine Heuston is a 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 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

The Business Planning Process: Tips for Elevating Your Advisory Firm

Setting the Scene for Great First Impressions with Clients

The Business Planning Process: Tips for Elevating Your Advisory Firm

Posted by Christine Heuston

November 27, 2018 at 10:00 AM

Yogi Berra put it best when he said, “If you don’t know where you’re going, you might end up somewhere else!” The business planning process is a necessary part of managing a firm, as it helps you create a vision and foundation for your practice’s growth and provides an avenue for continuing to elevate your firm over time. In fact, firms that have a written plan may grow up to 30-percent faster than those that don’t have one. Still, many tend to overcomplicate the process. Here, I’ll share strategies to help you create and stick to a plan that works for you.

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Topics: Practice Management

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.

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Topics: Practice Management

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