Kristen Terpstra, Senior Practice Management Consultant
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.
Need a Human Resources Strategy? Start with These 6 Best Practices
For small firms, a solid human resources strategy can pay off in big ways. Learn how a well-thought approach can lead to greater efficiency and profitability for your business, and gain tips for building your program from the ground up.
5 New Year’s Resolutions for Financial Advisors
Year-end is an ideal time to reflect on successes and identify areas of opportunity. To help you start off 2022 on the right foot, consider adopting some of these suggested resolutions for you and your business.
Reimagining Hiring and Onboarding in a Virtual World
Once the exception, working remotely was put to the test during the pandemic—with surprisingly positive results. Now this new norm has firms rethinking their approach to everything from recruiting to training.
Happy Veterans Day: A Celebration of Service
This Veterans Day, Commonwealth celebrates all of those who have served our country—including one of our very own.
Does Your Personal Brand Convey What You Think It Does?
Do you come across as you think you do? Setting up and reviewing your personal brand could lead to more accurate first impressions—and better interactions.