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

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

Driving Growth with Intentional Prospecting

Ready to Grow Your Advisory Business? Try These Actionable Ideas

The Golden Age of Prospecting: Use Digital Media to Reach New Clients

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

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

Ready to Grow Your Advisory Business? Try These Actionable Ideas

Posted by Kristine McManus

June 19, 2019 at 1:30 PM

So, you want to grow your advisory business—that much you know. But where should you begin? It all depends on where you are now and how quickly you want to achieve the growth you envision. To help you get started, try one (or more!) of the actionable ideas below.

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Topics: Practice Management

The Golden Age of Prospecting: Use Digital Media to Reach New Clients

Posted by Kristine McManus

April 23, 2019 at 10:00 AM

In the not-too-distant-past, advisors were limited to face-to-face meetings, letters in the mail, newspaper ads, and cold calling to reach new clients. But times have changed, and while face-to-face meetings and networking will never go away, a whole new (digital) world has opened up to us.

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Topics: Marketing

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

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