Kristine McManus

Kristine McManus is chief business development officer, practice management, at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. Since joining the firm in April 2014, she has been working with affiliated advisors to grow their top line through the introduction of various programs, tools, and coaching. Kristine holds the Chartered Retirement Planning CounselorSM designation, an MA from Pennsylvania State University, and a BFA from Adelphi University.

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

Recent Posts

Keeping It in the Family: Managing Client Relationships for Longevity

Naming Your Financial Advisory Firm: Is It Time for a “BackRub”?

4 Business Growth Resolutions (That You Can Keep!)

Build Your Brand Identity with a Strategic Firm Name

Think Different When Working with Centers of Influence: Part 2

Keeping It in the Family: Managing Client Relationships for Longevity

Posted by Kristine McManus

May 16, 2018 at 1:30 PM

Prospecting is tough. No one really likes to do it, and very few advisors are naturally good at it. If only you could clone your best clients. I hear advisors wistfully mention this idea as they think about the implications of having a practice full of dream clients.

Cloning would be great. But short of that, where else can you find ideal new clients? The answer might be quite literally staring you in the face: your clients’ children or grandchildren.

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Topics: Practice Management

Naming Your Financial Advisory Firm: Is It Time for a “BackRub”?

Posted by Kristine McManus

April 10, 2018 at 10:00 AM

Part of my role as Commonwealth’s chief business development officer is to work with advisors on their firm’s brand strategy—What is your brand? What would you like it to convey?—as well as methods to carry out that strategy—How do you promote your brand to attract ideal clients?

In my last blog post, I wrote about branding and some of the key issues advisors face when choosing a firm name. I also outlined the pros and cons of naming your practice after yourself; the short answer is, we don’t recommend it. Right after that blog article was posted, I received a call from an advisor. He understood why naming his firm after himself was limiting and agreed with all the reasons I laid out—but what, then, should he name his firm? The advisor was at a loss as to how to proceed.

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Topics: Practice Management

4 Business Growth Resolutions (That You Can Keep!)

Posted by Kristine McManus

February 14, 2018 at 1:30 PM

There’s something about a new year that brings out the optimist in many of us. Some try to start fresh by organizing the closets or scrubbing the house clean. Others join a gym, throw out the Doritos, and begin cycling again. Many make financial resolutions to save more and spend less. Of course, personal goals can be hard to achieve. Fortunately, we often have spouses, friends, or coworkers who are willing to help us work toward them. (“I thought you said you were going to run a half-marathon this year? Get your sneakers, and let’s go!”)

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Topics: Practice Management

Build Your Brand Identity with a Strategic Firm Name

Posted by Kristine McManus

January 2, 2018 at 10:00 AM

As Commonwealth’s chief business development officer, I work with financial advisors on a wide range of growth strategies. My consultations may focus on anything from gaining introductions and referrals, to planning client events, to developing marketing and website strategy. But in nearly every conversation, the topic of branding comes up.

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Topics: Practice Management

Think Different When Working with Centers of Influence: Part 2

Posted by Kristine McManus

August 16, 2017 at 1:30 PM

As we discussed in yesterday’s post (Part 1), to think different when working with centers of influence (COIs), you have to go beyond CPAs and attorneys. Instead, you must expand your definition of COI to include anyone who knows you and what you do for a living and is in a position to send qualified prospects in your direction. Easier said than done? Not at all! Let’s look at more real-world examples of atypical COI success to illustrate what can happen when you start to think different.

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Topics: Practice Management

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