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Team Building for Financial Advisors: Enhance Client Services, Grow Your Business and Improve Your Life - Couverture souple

Livre 2 sur 3: Handbooks for the Professional Financial Advisor

Timms, Christine

 
9781777314507: Team Building for Financial Advisors: Enhance Client Services, Grow Your Business and Improve Your Life
Couverture souple
ISBN 10 : 177731450X ISBN 13 : 9781777314507
Editeur : CT Financial Press, 2020

Synopsis

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. In this book Christine discusses:
- Benefits of Team Building
- Delegation and Supervision
- Outsourcing
- When to Add a Team Member
- Hiring New Team Members
- Training Team Members
- Team Structure
- Team Compensation
- Motivating/Inspiring the Team
- Team Meetings
- Team Member Relationships
- Team Member Turnover
- Team Member Duties
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.
www.christinetimms.com provides further description of books and related templates.

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

À propos de l'auteur

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 all of the last 24 years of her career. Her clientele included people from all walks of life and occupations: professionals, small business owners, public service workers, skilled trade workers, retirees, widows, etc. Christine credits much of her success to a constantly evolving business model and a strong team.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
CT Financial Press
Date d'édition
2020
Langue
anglais
ISBN 10 
177731450X
ISBN 13 
9781777314507
Reliure
Broché
Nombre de pages
181
Coordonnées du fabricant
Manufactured by Amazon on behalf of the author
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