Christine Timms retired from a successful 33-year career as an investment advisor at career highs in both assets under management and annual revenue. She achieved her firm's top performance level for each of the last 24 years of her career. Christine credits much of her success to a constantly evolving business model, efficient processes and her strong team of seven professionals. She is now passing on lessons and tips she learned the hard way to help advisors focus, organize their practices, enhance their services and serve more clients. Learn more here.
Christine’s series of Handbooks for the Professional Financial Advisor includes:
Business Models for Financial Advisors
Team Building for Financial Advisors
Transitioning Clients and the Retirement Exit Decision
All three books are available through Amazon in kindle and paperback. Transitioning Clients and Retirement Exit Decision is also available through Audible. Business Model templates are found here. Team Building templates are found here. Contact Christine through LinkedIn here or through www.christinetimms.com
