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

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

Think Different When Working with Centers of Influence: Part 1

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

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!”)

Read More

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.

Read More

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.

Read More

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).

Read More

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.

Read More

Topics: Practice Management

New Call-to-action
The Independent Market Observer, Brad McMillan

Follow Us