Articles liés à Transitioning Clients and the Retirement Exit Decision:...

Transitioning Clients and the Retirement Exit Decision: Includes Strategies and Tools for Seeking and Implementing Group Referrals - Couverture souple

Livre 3 sur 3: Handbooks for the Professional Financial Advisor

Timms, Christine

 
9781777314545: Transitioning Clients and the Retirement Exit Decision: Includes Strategies and Tools for Seeking and Implementing Group Referrals
Couverture souple
ISBN 10 : 1777314542 ISBN 13 : 9781777314545
Editeur : CT Financial Press, 2020

Synopsis

The Transitioning Clients and the Retirement Exit Decision book is essential reading for both the advisor looking to take over another advisor's practice and those advisors nearing retirement and looking for a successor. The need to transition clients from one advisor to another advisor can be triggered by many different circumstances. An advisor will make group referrals to a successor advisor when they are retiring, reducing their clientele or changing their business model.
This handbook contains three interrelated topics:
Part 1. Seeking Group Referrals from Another Advisor
Part 2. Transitioning Your Clientele to Your Successor
Part 3. The Retirement Exit Decision
The key to a successful transition of clients is compatibility between the successor, the referring advisor and the clientele being referred. I believe this compatibility is more likely to be achieved when the successor and the referring advisor understand each other’s positions and business models. Reading all three topics will provide the reader with needed insight and understanding in addition to providing step-by-step processes and tools for choosing successors and completing the transition.
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 each 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 
1777314542
ISBN 13 
9781777314545
Reliure
Broché
Nombre de pages
151
Coordonnées du fabricant
Manufactured by Amazon on behalf of the author
https://www.amazon.fr/hz/contact-us

c/o Amazon Media EU S.à.r.l., 38 Avenue John F. Kennedy
Luxembourg
L-1855
Luxembourg