Kristine McManus

Kristine McManus is chief business development officer, practice management, at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser– independent broker/dealer. 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

This Is Your Time

How to Grow Your Advisory Practice: Joining Forces

Better Your Brand: A New Year’s Resolution

How Can Advisors Retain More Clients? The Answer Might Surprise You

Driving Growth with Intentional Prospecting

This Is Your Time

Posted by Kristine McManus

April 22, 2020 at 11:00 AM

How are you doing? Are you all right? It’s my sincere hope that you and your loved ones are well and safe at home.

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How to Grow Your Advisory Practice: Joining Forces

Posted by Kristine McManus

March 11, 2020 at 11:00 AM

When I speak with advisors about their vision for their practice, the topic of growth frequently comes up. The desire to grow one’s firm seems to be universal at most stages of an advisor’s career. But the best way to achieve momentum—and success—is different for everyone.

To gain insights on growth strategies for financial advisors, Commonwealth held a panel discussion at our National Conference in October 2019. There, a group of top Commonwealth advisors talked about the choices that propelled their success, as well as the opportunities and challenges they faced along the way. Each speaker’s story conveyed the depth of expertise, passion, and humor needed to initiate and maximize business growth.

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Topics: Practice Management

Better Your Brand: A New Year’s Resolution

Posted by Kristine McManus

January 1, 2020 at 9:04 AM

It’s the new year, the perfect time to better your brand. Can we take a few guesses about your practice? You offer comprehensive financial planning and/or wealth management that puts your clients’ goals and needs first. You have a dedicated process that begins with learning about your clients before developing a custom plan, investing wisely, and monitoring the plan for success. You might have a holistic approach—but in any event, your firm is independent, and you offer outstanding client service. Great! The only problem? That’s what the other 310,000 financial advisors out there say.

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Topics: Marketing

How Can Advisors Retain More Clients? The Answer Might Surprise You

Posted by Kristine McManus

December 3, 2019 at 10:00 AM

Suppose Jeremy Grantham is (finally) right again, and the market is indeed set for a recession, a downturn, a bear market—your choice what you want to call it. We know this would happen eventually—we’ve enjoyed the longest bull market in history (more than 10 years)—but it had to end at some point.

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Topics: Practice Management

Driving Growth with Intentional Prospecting

Posted by Kristine McManus

October 15, 2019 at 10:00 AM

Pursuing a goal with intention is more effective than approaching it without a plan. If you want to run a marathon, you won’t get there by running a few miles every so often. If you want to lose weight, trying a different diet each week likely won’t yield the desired results. And if you want to optimize your workflow and attract your ideal clients, accepting any clients that come your way may hinder your success. That’s where intentional prospecting comes in.

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Topics: Practice Management

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