Kristen Terpstra, Manager, Advisor HR Consulting, Practice Management

Kristen Terpstra is the manager of advisor HR consulting in Commonwealth's Practice Management department. With the firm since 2005, she consults with advisors on business issues related to their human capital. Kristen completed her master's degree in communication management at Emerson College and holds the FINRA Series 7 securities registration.

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

How to Make Your Firm a Best Place to Work for Women Advisors
With women poised to control more wealth than ever in the coming years, is your firm set up to support and retain women advisors? Learn key steps you can take to create a more inclusive culture at your firm.
Kristen Terpstra
03.13.24
From Associate to Lead: Core Skills Financial Advisors Need to Master
How can you help new advisors in your firm grow from associates to leaders? You need a strong development plan that lays out the core skills required at each stage of the journey.
Kristen Terpstra
11.01.23
Master These Magnetic Tips to Attract and Retain Associate Advisors
If you want to ensure that the future of your business is in good hands, learning how to attract and retain associate advisors could be important to you. Find out what they're looking for in a firm and where to find them.
Kristen Terpstra
09.27.23
Want to Drive Long-Term Growth? Hiring an Associate Advisor Could Be the Key
While adding assets can drive short-term growth, hiring an associate advisor could be the key to sustainable growth, scale, and your firm's lasting legacy.
Kristen Terpstra
07.12.23
9 Tips for Developing an HR Strategy for Your Advisory Firm
Not sure where to begin when it comes to developing an HR strategy for your advisory firm? Start laying the groundwork with these nine tips.
Kristen Terpstra
03.22.23
Recruit the Right Advisor for Your Firm in 5 Steps
Looking to bring on the perfect new hire to expand your financial advisory business? Follow our five-step guide to recruit the right advisor for your firm.
Kristen Terpstra
11.16.22

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How to Make Your Firm a Best Place to Work for Women Advisors

From Associate to Lead: Core Skills Financial Advisors Need to Master

Master These Magnetic Tips to Attract and Retain Associate Advisors

Want to Drive Long-Term Growth? Hiring an Associate Advisor Could Be the Key

9 Tips for Developing an HR Strategy for Your Advisory Firm

Recruit the Right Advisor for Your Firm in 5 Steps