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

Do You Need a Consultant or a Coach?

5 Questions to Ask When Reviewing Your Book of Business

Now That's Teamwork: Offering Staff an Ownership Stake

The Role of Trust in Client Retention

Finding Common Ground Between Baby-Boomer and Millennial Advisors

Do You Need a Consultant or a Coach?

Posted by Maria Considine King

November 29, 2017 at 1:30 PM

There are times in life when we could all use a little extra help to reach our goals. Let’s take a common struggle for many: weight loss. Who doesn’t have those 5 or 10 pesky pounds that simply won’t go away? Barring medical issues, however, it is often hard to shed the weight—no matter how hard we try. For many, turning to a weight-loss coach or consultant is the right solution.

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Topics: Practice Management

5 Questions to Ask When Reviewing Your Book of Business

Posted by Maria Considine King

September 26, 2017 at 10:00 AM

As a first-generation Scot, I grew up hearing the phrase "to be at sixes and sevens." My mother would say it when I seemed unsure what path to take. The remedy? Review my priorities and determine the appropriate next step.

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Topics: Practice Management

Now That's Teamwork: Offering Staff an Ownership Stake

Posted by Maria Considine King

August 23, 2017 at 1:30 PM

What’s the true meaning of teamwork in the workplace? For many advisors I speak with, it often comes in the form of willingness to cede control, to share, to listen, and to give team members the time and place to express their thoughts about the business. But a number of advisors are choosing to take this notion a step further by offering staff an ownership stake in their financial services firm. In fact, this can be one of the most effective ways to promote retention, engagement, and succession—and ensure the long-term success of your firm.

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Topics: Practice Management

The Role of Trust in Client Retention

Posted by Maria Considine King

April 25, 2017 at 10:00 AM

What comes to mind when you hear the phrase client experience? You may think of events designed to entertain and wow your clients, or perhaps you picture regular meetings, check-in calls, and the appearance of your office space. Whatever your thoughts, if you’re like most advisors I talk to, the client experience is designed to have specific results: retention and referrals.

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Topics: Practice Management

Finding Common Ground Between Baby-Boomer and Millennial Advisors

Posted by Maria Considine King

January 4, 2017 at 1:30 PM

The dynamic in play between owners of financial advisory practices and their likely successors is interesting. So many things point to there being plenty of common ground between baby-boomer and millennial advisors. For example: 

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Topics: Practice Management

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