Commonwealth Independent Advisor

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 Counselor SM 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

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

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

The Art of Engaging Clients: Do More with Less

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

Want to Add More Client Assets? Just Ask!

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

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

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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