Kenton Shirk

Kenton Shirk is director, practice management, at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. Kenton returned to Commonwealth in 2018 after a stint at Cerulli Associates. In his current role, he engages with Commonwealth's top firms to address their most pertinent business issues, including business planning, leadership, mergers, partnerships, HR, marketing, growth strategies, and more. Kenton earned his bachelor's degree from Drexel University and his MBA from Babson College.

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

Recent Posts

5 Features of an Ensemble Practice

Rethinking Practice Management Fundamentals for Advisors

5 Features of an Ensemble Practice

Posted by Kenton Shirk

September 17, 2019 at 10:00 AM

Across the industry, interest in forming multiadvisor firms has grown. According to Cerulli Associates, 55 percent of advisors now operate within a team. The trend is even more pronounced for large firms: of advisors operating within a practice managing $500 million or more in AUM, 93 percent are part of a team. But while the term “ensemble” has become en vogue to define this new business model, it doesn’t always apply—different models exist within the industry, and there are several defining features of an ensemble practice that must exist before a business can truly be considered an ensemble.

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Topics: Practice Management

Rethinking Practice Management Fundamentals for Advisors

Posted by Kenton Shirk

August 20, 2019 at 10:00 AM

As advisory firms have become larger and more successful, they’ve also become structurally complex—and their objectives, needs, and challenges have evolved, too. To continue to thrive, firms need to be able to respond to shifts in the landscape. But what’s the best way to gain competitive advantage? How have growth strategies for financial advisors changed? Let’s consider four practice management fundamentals for advisors today:  

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Topics: Practice Management

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