Team Building for Financial Advisors
ebook ∣ Enhance client services, grow your business and improve your life · Handbooks for the Professional Financial Advisor
By Christine Timms
Sign up to save your library
With an OverDrive account, you can save your favorite libraries for at-a-glance information about availability. Find out more about OverDrive accounts.
Share
Find this title in Libby, the library reading app by OverDrive.
Search for a digital library with this title
Title found at these libraries:
| Library Name | Distance |
|---|---|
| Loading... |
Building 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 plateaued at about 20% of her final practice (revenue and assets under management) if she had been unwilling to build a team and delegate. Early in her career the team gave Christine the time to pursue new clients, as well as develop services and processes. Late in her career the team allowed Chris to work less and provided her with successors upon retirement.
In this book Christine discusses:
Share
