Commonwealth Independent Advisor

Liam O'Shea

Liam O’Shea is a practice management consultant, at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since 2015, Liam consults with advisors on a wide range of business disciplines, including strategic planning, operational efficiency, growth strategies, marketing, human resources, and succession planning. He also conducts State-of-the-Business Check-Ins to assess how advisors can leverage Commonwealth resources in pursuit of their goals and to gauge how well advisors' experiences with Commonwealth are progressing. Liam graduated from the University of Massachusetts Boston with a BA in economics and a BS in finance. He also holds the FINRA Series 7 and 66 securities registrations.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Scaling Back: 4 Steps for Transitioning Clients as You Near Retirement

Scaling Back: 4 Steps for Transitioning Clients as You Near Retirement

Posted by Liam O'Shea

March 6, 2019 at 1:30 PM

For many advisors, the decision to retire is complicated, mainly because it involves transitioning clients, some of whom have become dear friends, to another advisor or sometimes even to another firm. It’s hard to let go of those relationships, and so you stay in the business past your traditional retirement age. But continuing to work comes with a unique set of challenges, including a declining level of energy and mental acuity as you age and dissatisfaction among your successors, who want to step into leadership roles.

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Topics: Practice Management

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