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

Build Your Brand Identity with a Strategic Firm Name

Think Different When Working with Centers of Influence: Part 2

Think Different When Working with Centers of Influence: Part 1

Case Study Series: Landing Your Dream Client Is Just the Beginning

Small Changes, Big Results: 3 Tips for Better Phone Calls

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

Think Different When Working with Centers of Influence: Part 1

Posted by Kristine McManus

August 15, 2017 at 10:00 AM

Do you remember Apple’s iconic ad campaign from the late 1990s, urging people to “Think Different” about computers? I’m frequently reminded of that campaign (which I loved—and no, I don’t care about the grammar issue) when I speak with advisors about working with centers of influence (COIs).

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Topics: Practice Management

Case Study Series: Landing Your Dream Client Is Just the Beginning

Posted by Kristine McManus

July 5, 2017 at 1:30 PM

Today's post continues our case study series, showcasing the many creative solutions you can take when helping clients with complex planning issues. Here, we’ll explore the possible business opportunities that can result from landing your dream client.

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Topics: Practice Management

Small Changes, Big Results: 3 Tips for Better Phone Calls

Posted by Kristine McManus

February 15, 2017 at 1:30 PM

Recently, I had a conversation with an advisor that got me thinking about the importance of seizing everyday opportunities. In my experience, too many advisors wait for the right moment to make a big change that will transform their practice. Unfortunately, big opportunities don’t come along that often. A better strategy is to make the most of the small opportunities that come your way all the time. With that in mind, I’ve decided to write a few posts focusing on little things you can do to achieve big results. They don’t require additional staff or resources, but they do require a willingness to try something new.

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Topics: Practice Management

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