Open Daily: 10am - 10pm | Alley door pickup 10am - 7pm 3038 Hennepin Ave Minneapolis, MN
612-822-4611

  • Open Daily: 10am - 10pm
    Alley-side Pickup: 10am - 7pm

    3038 Hennepin Ave Minneapolis, MN
    612-822-4611

Open Daily: 10am - 10pm | Alley-side Pickup: 10am - 7pm
3038 Hennepin Ave Minneapolis, MN
612-822-4611
Team Building for Financial Advisors

Team Building for Financial Advisors

Timms, Christine

Paperback

Business GeneralInvesting & FinanceManagement

Publisher Price: $22.99

ISBN10: 177731450X
ISBN13: 9781777314507
Publisher: CT Financial Press
Published: Nov 10 2020
Pages: 182
Weight: 0.55
Height: 0.39 Width: 6.00 Depth: 9.00
Language: English

Team Building for Financial Advisors


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.

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