What We Offer Why Commonwealth Our Insights Let's Connect Practice Management So, you're ready to make the move from running your practice to managing your business. Where do you start? Right here. Our experienced consultants will help you get down to the business of your business, bringing your goals and vision to life. What We Offer Practice Management Marketing Technology Community Compliance Investment Solutions Flexible Affiliations Research Planning Adam Spiegelman, Spiegelman Wealth Management Read Adam's story. Forging the best path—together Chart your own course with insights and strategies gleaned from Commonwealth practice management experts. Plus, our consulting services come at no additional cost to you. Financial Analysis Is your firm's performance on par with industry benchmarks? Our in-depth analysis of your costs and revenues will uncover the answers you need to make strategic business decisions. Firm Evolution If you're eyeing a fee-only structure, considering acquiring a practice, or expanding your ensemble, let us help you weigh all the options before making your move. Scale and Capacity Whether it's short- or long-term growth you're seeking, our systems can help you scale your business to serve your clients effectively and efficiently. Business Transitions How will your business continue without you? Would you like to buy or sell? We'll help you plan for the future, whatever the circumstances. Branding It's your story, and we're excited to help you tell it. Learn how to define and market to your target audience with consistent, convincing messaging. Staffing Recruit, train, and manage staff or the next generation of advisors with our guidance geared toward building a thriving organization and getting the most from your team. The practice management process at Commonwealth is customizable. It's as good as the effort I put in—that's how much I get out. It's a collaborative environment with real-time consulting and personalized advice. Adam Spiegelman, Spiegelman Wealth Management with Commonwealth since 2018 Kenton Shirk Vice President, Practice Management Commonwealth consultants: meet Kenton Our practice management consultants strive to be your strategic partners. Working with you over the long term, we get to know your firm inside and out to help you build a growing and thriving business—whether it's a solo practice, multi-advisor ensemble, or large-scale enterprise. I'll consult with you to: Develop a strategic plan to grow and strengthen your business Enhance your firm's profitability and value Build a powerhouse team to take your practice to the next level Grow your top line through referrals, marketing, or M&A Scale your organization to maximize time serving clients Help you work through what you don't have quite figured out (yet!) Get growing with our complimentary 20-point system for revenue generation. Get the Guide Q How is practice management consulting different at Commonwealth? The depth and breadth of our work are at the heart of the value we provide to our advisors. We know what works (and what doesn't) in the field. So, we can guide you toward finding the path that is best for you, offering sound answers and advice on your one-off questions or longer-term initiatives along the way. Hi, I'm Kristen, Senior Practice Management Consultant at Commonwealth. Catch up on our latest practice management and marketing insights. Go to Insights About Us Our Insights Careers Member Login For Clients Press and News Contact Us Accessibility Policy Waltham 29 Sawyer Road, Waltham, MA 02453-3483 Toll-Free 800.237.0081 Phone 781.736.0700 Fax 781.736.0793 San Diego 110 West A Street, Suite 1800, San Diego, CA 92101-3706 Toll-Free 877.347.1982 Phone 619.471.9700 Fax 619.471.9701 Information about securities-registered professionals may be found at FINRA BROKERCHECK. Form CRS | Disclosure | Privacy Policy ©2020 Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. All rights reserved. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here.