LIBROS DEL AUTOR: christine timms

3 resultados para LIBROS DEL AUTOR: christine timms

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  • Transitioning Clients and the Retirement Exit Decision
    Christine Timms
    The need to transition clients from one advisor to another advisor can be triggered by many different circumstances. An advisor will make group referrals to a successor advisor when they are retiring, reducing their clientele or changing their business model. This handbook contains three interrelated topics:Part 1. Seeking Group Referrals from Another AdvisorPart 2. Transitioni...
    Disponible

    17,92 €

  • Business Models for Financial Advisors
    Christine Timms
    Develop and Articulate Your Unique Business ModelFinancial advisors in all stages of their careers can benefit from a well-defined business model... even those about to retire.An advisor’s deeper understanding of their own practice and who it serves best, will lead to sustainable relationships in a win-win business model. This book provides a checklist process to quickly articu...
    Disponible

    19,97 €

  • Team Building for Financial Advisors
    Christine Timms
    Team Building for Financial AdvisorsBuilding and nurturing a team will allow an advisor to expand services to existing clients and pursue more clients resulting in a bigger and happier clientele.Over her 33-year career as a financial advisor, Christine’s team grew from sharing an assistant with 3 other advisors to a team of 6.5 plus herself. She believes her practice would have...
    Disponible

    18,63 €