Kristen Terpstra

Kristen Terpstra is a practice management consultant, at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. After joining the firm in 2005 as a transition associate, she transferred to Practice Management in 2008 to consult with the firm’s advisors on business issues, including marketing, human resources, succession, operational efficiency, and business planning. Kristen graduated from Connecticut College with a BA in English and completed her master's degree in communication management from Emerson College.

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

Recent Posts

Beyond the Page: Job Descriptions for Your Financial Services Staff

Want to Write a More Effective E-Mail? Try These Tips

What You Can Do to Improve Employee Satisfaction

Should You Let Your Employees Work from Home?

Should You Videoconference with Your Clients?

Beyond the Page: Job Descriptions for Your Financial Services Staff

Posted by Kristen Terpstra

April 26, 2017 at 1:30 PM

In my role as an associate consultant on the Practice Management team here at Commonwealth, I work with many of our advisors to create documentation that spells out their specific duties regarding business functions and the roles of other advisors in the practice. They want to ensure that their businesses will continue to run in the event of an emergency. But what many of them overlook is what would happen if a staff member were to leave suddenly. Would someone else be able to fulfill that role?

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Topics: Practice Management

Want to Write a More Effective E-Mail? Try These Tips

Posted by Kristen Terpstra

March 7, 2017 at 10:00 AM

According to a study by the Radicati Group, in 2014, business users sent and received an average of 121 e-mails per day—a number that is expected to grow to 140 by 2018. Think of that. In a single day, you likely are in e-mail contact with your colleagues, numerous clients, and a few prospects, not to mention CPAs, attorneys, and vendors. Consider how many impressions you are making simply by hitting Send!

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Topics: Marketing

What You Can Do to Improve Employee Satisfaction

Posted by Kristen Terpstra

February 14, 2017 at 10:00 AM

As an advisor, your hard work has a direct effect on your business. You reap tangible results in the form of increased revenue, which can be a strong personal motivator. But what about your staff? They may not experience job satisfaction in quite the same way. How, then, do you inspire them—particularly if they’ve become disengaged from their jobs?

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Topics: Practice Management

Should You Let Your Employees Work from Home?

Posted by Kristen Terpstra

September 21, 2016 at 1:30 PM

You’ve probably heard the chatter in the media around alternative work arrangements, with many of these shifts due to advances in technology. In our industry, many advisors have considered implementing a work-from-home policy or have been approached by employees interested in working remotely. So, the big question is: Should you let your employees work from home? Of course, as with any human resources question, there is much to consider before taking action.

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Topics: Practice Management

Should You Videoconference with Your Clients?

Posted by Kristen Terpstra

June 29, 2016 at 1:30 PM

In today’s digital world, videoconferencing can be a valuable addition to your firm’s service model. It can help meet the needs of tech-savvy next-gen clients and manage your intense schedule of client-facing activities. Plus, you can connect directly with your clients when either of you is on the road. The question is, "Should you videoconference with your clients?"

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Topics: Practice Management

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