Kristine McManus, CRPS®, Vice President, Business Solutions
Kristine McManus is vice president, business solutions in the Practice Management department at Commonwealth. Since joining the firm in April 2014, she has been working with affiliated advisors to grow their top line through the introduction of various programs, tools, and coaching. Kristine holds the CRPS® designation.
Information about securities-registered professionals may be found at https://brokercheck.finra.org.How Can Advisors Retain More Clients? The Answer Might Surprise You
Portfolio losses are seldom the real reason clients leave an advisor. Learn the top factors that research says will help advisors retain more clients.
Kristine McManus, CRPS®
12.03.19
Make It Meaningful: The Dos and Don’ts of Giving Gifts to Clients
This year, we’re making giving gifts to clients a breeze with unique tips and ideas that will get you talked about. Read our guide to get started!
Kristine McManus, CRPS®
11.13.18
Naming Your Financial Advisory Firm: Is It Time for a “BackRub”?
Naming your financial advisory firm can be a challenge. Whether you’re choosing a name for the first time or looking to rebrand, here's how to get started.
Kristine McManus, CRPS®
04.10.18
Growing Your Business Through COIs (Beyond CPAs)
Are you interested in forming more strategic alliances? Get the lowdown on options and best practices for growing your business through centers of influence (COIs).
Kristine McManus, CRPS®
05.18.16