Kristine McManus
Chief Advisor Growth Officer at Commonwealth Financial--Practice Management, Revenue Growth, Consulting, Marketing
- Role
- Executive Summary at Leadership Roles
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Kristine McManus
I consult with financial services companies and advisors to grow revenue and build their practices. Key to this is letting people know how the advisor is different, and we leverage branding, communications, client events and marketing to drive business. Demonstrated expertise in:• Practice management programs• Branding and positioning• Retirement topics• Creating client loyalty• Writing and presentation skills• Client eventsCommonwealth Financial Network®, Member FINRA Please review our Terms of Opinions expressed on this page are personal and do not represent Commonwealth Financial Network®
Experience
Executive Summary
Jan 2014 — Present
Award-winning marketing and sales professional with depth of financial services experience. Proven ability to find marketing and sales opportunities, develop solutions, and increase revenue. Depth and breadth of experience across products such as mutual funds, retirement and insurance; channels, such as wirehouse, regional, independent, bank and RIA; and strategies and tactics across wealth management. Known for exceptional communication and presentation skills; innovation; creativity; thought leadership; and trusted sales-force relationships
Education
Trinity College Dublin
Read Irish Literature and Business
1987 — 1988
College for Financial Planning
Undertook course work to obtain Chartered Retirement Planning Counselor Designation
2007
Harvard, Kennedy School of Executive Education
Investment Decisions and Behavioral Finance: Identifying and Capitalizing on Irrational Practices
2009
Adelphi University
Bachelor of Fine Arts, Double major, English and Theater
1978 — 1982
Penn State University
M.A., Creative Writing and English
1983 — 1985
Skills
- Finance
- Program Management
- Financial Advisory
- Asset Allocation
- Mutual Funds
- Series 63
- Marketing
- Series 7
- Event Management
- Alternative Investments
- Relationship Management
- Training
- Business Development
- Wealth Management
- Securities Regulation
- Public Speaking
- Retirement Planning
- Coaching
- Asset Management
- Financial Services
- Retirement
- Market Planning
- Investments
- Sales Management
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