Maria Considine King

Maria Considine King is vice president, practice management, at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. With the firm for more than a decade, Maria consults with advisors on a range of issues, including business planning, succession planning, human resource management, marketing, production, and office efficiency. She also supervises projects and personnel related to Practice Management’s staffing, staff training, succession planning, and operational efficiency services. Maria received her undergraduate degree in economics and international relations from Smith College and an MBA from Boston University.

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

Recent Posts

Valuing an Advisory Practice: Fundamentals to Consider

5 New Year's Resolutions for Financial Advisors

Transform Your Firm with a Successful Advisor Partnership

A Plan for Success(ion): 7 Steps to Transitioning Your Firm

How to Ask Clients for Feedback—and Act on It

Valuing an Advisory Practice: Fundamentals to Consider

Posted by Maria Considine King

January 22, 2020 at 1:30 PM

If you’re in the market to buy or sell an advisory practice, valuation concerns are undoubtedly top of mind. Many well-established methods for valuing an advisory practice exist, but they all involve some degree of complexity and subjectivity. And, of course, a value calculation is not necessarily what a buyer will pay or what a seller will accept. Negotiation according to each side’s interest is what determines the price and the terms of the deal.

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Topics: Practice Management, Pricing Your Business

5 New Year's Resolutions for Financial Advisors

Posted by Maria Considine King

December 10, 2019 at 10:00 AM

It’s time once more to start thinking about your New Year’s resolution. Most often, people will set goals for personal growth, focusing on ways to improve their physical and mental well-being: eating healthier and exercising more, watching less TV or spending less time on social media, and getting more involved in the community are a few common ones. But what about making resolutions for your business?

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Topics: Practice Management

Transform Your Firm with a Successful Advisor Partnership

Posted by Maria Considine King

November 6, 2019 at 1:30 PM

Industry press is buzzing with articles about the value of partnerships in providing for succession, scale, specialization, brand strength, growth capacity, and so on. As a result, we are seeing increasing interest among advisors in creating or deepening a partnership. If you are one of those individuals, it is critically important that you understand the range of partnership options available—and, more important, why you want to partner with someone—before traveling down that path.

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Topics: Practice Management

A Plan for Success(ion): 7 Steps to Transitioning Your Firm

Posted by Maria Considine King

May 22, 2019 at 1:30 PM

Advisors work hard for years, even decades, to build the businesses they have today. If you’re in the independent channel, chances are that your business is one of your largest personal assets, if not the largest. Which means transitioning your firm to the next generation is a big responsibility—one that you want to do right.

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Topics: Succession

How to Ask Clients for Feedback—and Act on It

Posted by Maria Considine King

June 13, 2018 at 1:30 PM

If you google “client advisory board + financial advisor,” you’ll end up with more than 3 million results from a host of sources you’re probably familiar with: Michael Kitces, Financial Advisor magazine, sponsor companies, and others. Many of these results speak to the power of an advisory board in giving strategic insight on how you can better position your services and grow your firm.

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Topics: Practice Management

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