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

Achieving Growth with “C” Clients: Tips from Successful Next-Gen Advisors

The Art of Engaging Clients: Do More with Less

Better Your Brand: A New Year’s Resolution

Capturing Money in Motion: An Ever-Changing Opportunity for Growth

Want to Add More Client Assets? Just Ask!

Achieving Growth with “C” Clients: Tips from Successful Next-Gen Advisors

Posted by Kristine McManus

April 17, 2019 at 1:30 PM

If you’re a next-gen advisor, chances are you started out doing a lot of things for your firm that no one else wanted to do. Maybe you had to sign for packages or sit on phone duty. You likely stuck with it, knowing that learning the business from the bottom up can set an advisor up for success. But getting to the point of success can take a while and may involve working with prospects who don’t seem like they would bring significant value to the firm.

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Topics: Practice Management

The Art of Engaging Clients: Do More with Less

Posted by Kristine McManus

February 26, 2019 at 10:00 AM

Commonwealth’s nationwide network of financial advisors often call me wanting to do more. Should they target a particular market for prospects, start a social media campaign, or redo their website? Perhaps create a radio show, cultivate centers of influence, or host a client appreciation event? How do they go about engaging clients? Sometimes, they send me marketing calendars, jam-packed with activities, and ask for feedback.

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Topics: Marketing

Better Your Brand: A New Year’s Resolution

Posted by Kristine McManus

February 6, 2019 at 1:30 PM

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

Capturing Money in Motion: An Ever-Changing Opportunity for Growth

Posted by Kristine McManus

February 5, 2019 at 10:00 AM

In a recent blog post, I talked about the importance of consolidating your clients’ assets. I also discussed introductions and referrals and how essential they are in helping you gain new clients for your practice. Here, we’ll take a look at another strategy for business growth: capturing money in motion.

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Topics: Practice Management

Want to Add More Client Assets? Just Ask!

Posted by Kristine McManus

January 16, 2019 at 1:30 PM

New clients are the lifeblood of a thriving practice. Yet, I find that many advisors focus too intently on their prospecting activities and fail to take advantage of the opportunities for business growth sitting right across from them: their existing clients.

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Topics: Practice Management

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