Transcend PM Information

Independent wealth firm owners hit a ceiling. The work that built the practice — direct client service, compounding referrals, instinct-driven decisions — stops scaling around the time the firm becomes too complex for the founder to run alone. Owners feel it as a time problem, but it's a structural one. Transcend Practice Management is the growth partner for independent wealth firms. We work across three lines: → Practice Management consulting. Founded in 2021 by Maria Considine King, MBA, CPC — former SVP at Commonwealth Financial Network with 20+ years in advisor development. We help owners diagnose what's stuck and design what comes next: org structure, succession, compensation, operations. → TPM Placement. Retained executive search for independent wealth firms: Lead Advisors, Directors of Operations, Service Managers, and COOs. 150+ searches completed at a 97% fill rate, every search backed by a work guarantee. Every search uses the Kolbe assessment alongside our proprietary fit process. → Elite Advisor Development. A ten-week, live online course for the advisors inside independent firms, taught by Maria. Firms send up to five advisors, and each one leaves with a client-service model, a referral system, a productivity plan, and a three-year growth plan for their own book. Massachusetts has approved it as a Workforce Training Fund program, so qualifying Massachusetts firms can have the full tuition reimbursed. Next cohort begins February 9, 2027. Details at tpmprograms.com. We work only with independent firms. We work only with founders ready to do the work. Contact: 978-505-1528 | transcend-pm.com