VP, Chief Advisor Growth Officer, Commonwealth
Think Virtual: Have You Adapted Your Mindset For The Opportunities?
The pandemic pushed many advisors to adopt virtual tools, but most considered it a short-term fix. It's not. Virtual thinking offers the opportunity to attract new clients, delight existing ones and find productivity and efficiencies across your practice. Change your mindset, and adapt to the practice of the future!
Kristine McManus joined Commonwealth in April 2014 as chief business development officer. She works with Commonwealth advisors to grow their top line through the introduction of various programs, tools and coaching. Before she joined Commonwealth, McManus ran her own consulting firm and led sales development for John Hancock Funds. She launched the Advisor Funds and held marketing and business development roles at Fidelity Investments in addition to getting her start as a product manager at Putnam Investments. McManus holds the Chartered Retirement Planning CounselorSM designation, received her MA from Pennsylvania State University and BFA from Adelphi University.