Joni Youngwirth

Joni Youngwirth

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.

All Joni Youngwirth's Stories
Financial advisors: Here's how to get a baseline reading of your own firm's practices.
Staff loyalty must be earned. Use these tactics to make sure your employees feel connected and committed to your firm's success.
Your practice depends on your employees. Here are 3 ways to help them help you.
It used to be enough to simply provide clients with good financial guidance. But today's financial entrepreneurs also need to be savvy business professionals. Where do they find the time? In this session, we will create a framework for proactively addressing and systematizing practice management. Participants will assess their current practice management MO and leave the session with selected action steps for their office! 
• The Do's and Don'ts of attracting affluent clients • Bringing the Art of the Deal to Top-Notch Levels • Cultivating New Associations in the Pipeline Process • Building Your Star Performer Image • Success Strategies
Does a woman’s approach to business planning differ from a man’s? Think of some stereotypes of women (many held by women themselves): taking risk, strategic thinking, multitasking, financial management prowess, managing staff, serving clients, and making rain, to name a few. What are the legitimate differences a female entrepreneur should consider when developing a simple but elegant business plan? What you learn about yourself may surprise you.
Recruiting new practitioners and potential successors is tough, but it helps to have a system.
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Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
Jun 16-17, 2016
Sheraton New York
Jun 22, 2016
Convene, NYC, NY