Christine Timms

Christine Timms

Christine Timms retired from a successful 33-year career as an investment advisor with career highs in both assets under management and annual revenue generated. She achieved her firm's top performance level for each of the last 24 years of her career. Her clientele included people from all walks of life and occupations. Christine credits much of her success to a constantly evolving business model and a strong team.

She has written three books in her series Handbooks for the Professional Financial Advisor:

  • Business Models for Financial Advisors
  • Team Building for Financial Advisors
  • Transitioning Clients and the Retirement Exit Decision

All three books are available from Amazon, Chapters/Indigo and directly from the author.

www.christinetimms.com provides practical, customizable templates for advisors to assist in the implementation of many of the ideas found in her books.

You can connect with Christine through www.christinetimms.com or through LinkedIn.

Building your practice: A step-by-step playbook for advisor emergency and retirement exit planning

A well-organized transition process provides peace of mind to clients, successors and exiting advisors

Building your practice: A step-by-step playbook for advisor emergency and retirement exit planning

Building your practice: A win-win approach to transitioning clients between advisors

Recognizing all stakeholder needs will maximize the benefits of clients and advisors in the Transition Process

Building your practice: A win-win approach to transitioning clients between advisors

Building your practice: Position yourself as a preferred clientele successor

Why assuming another advisor's clientele can be an excellent opportunity to grow your practice

Building your practice: Position yourself as a preferred clientele successor