Managing Principal, Practice Management

As managing principal of practice management at Commonwealth, Joni is a recognized expert in the financial services industry for helping advisors adopt the best practices, and develop the mindset and systems, to grow their businesses to the next level. She has written and been featured in articles for leading industry publications, such as InvestmentNews, Solutions, Boomer Market Advisor, Investment Advisor, Financial Advisor, and Morningstar Advisor Edition. She has also spoken at leading industry conferences, including the Financial Planning Association Annual Conference and the Million Dollar Round Table.

Prior to joining Commonwealth in 1998, Joni was vice president of corporate development for Private Healthcare Systems, Inc., where she spearheaded the company’s improvement initiative while providing executive coaching and business advice. She also spent 10 years as a director at Organizational Dynamics, a consulting firm, where she was a key driver of business development in the areas of customized consulting and training services.

Joni holds FINRA Series 7, 24, and 66 securities licenses. She attained the rank of first lieutenant in the United States Air Force. She earned her MBA and MS degrees from Boston University, as well as a BS degree from South Dakota State University.

Recent Stories From This Author

How Efficient Are You? 4 Questions to Ask

3 Ways to Build Employee Loyalty

3 Ways to Help Your Staff

Maximizing Your Practice Management ROI

Maximizing Your Practice Management ROI

Panel Discussion: Rainmaker Secrets: Techniques that Bring in Business

A Woman's Approach to Business Planning (1CE-CIMA®/CIMC®/CPWA®)

Calling All Advisors

Panel Discussion: Reaching Higher Ground

The September Issue is now online!


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