Full Product Details
Author: Christine Timms
Publisher: CT Financial Press
Imprint: CT Financial Press
Dimensions:
Width: 15.20cm
, Height: 1.00cm
, Length: 22.90cm
Weight: 0.249kg
ISBN: 9781777314507
ISBN 10: 177731450
Pages: 182
Publication Date: 10 November 2020
Audience:
General/trade
,
General
Format: Paperback
Publisher's Status: Active
Availability: Available To Order
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Reviews
I've read the Team Building for Financial Advisors handbook three times now, there is so much great content in this book! -Jennifer Jackson, Financial Advisor for over 20 years, Big Five Canadian Bank owned brokerage firm I really like your approach and, in particular, all the useful templates and checklists you provide. It is far more practical than many practice management books I have read over the 32 years I have been in the industry. -Gary Mayzes, Senior management of a Big Five Canadian Bank
I've read the Team Building for Financial Advisors handbook three times now, there is so much great content in this book! - Jennifer Jackson, Financial Advisor for over 20 years, Big Five Canadian Bank owned brokerage firm I really think you have done great work here, not just a good read but something that can actually lead to execution and change in an advisor's business. - Gary Mayzes, Senior Vice-President & Regional Manager, Wellington-Altus Private Wealth, Over 30 years experience in the investment advice industry Chris always seemed to gather people around that seemed to know what they were doing, they were young and learning the business, but they always struck me as being competent. But more than that, they seem to recognize the interests of the client, and they look after the client just as well as Chris does. In other words, they reflected her. - Dennis Dack (client of 30 years), Retired Director of Strategic Policy, Advisor to the Chairman of the Board Ontario Hydro I have been in the business for 25+ years working in various management roles. I have worked with many investment advisors in my career and must tell you from a client first mindset , Chris is one of the best. ... We could all learn a thing or two from Chris. - Wilma Ditchfield, Senior management of a Big Five Canadian Bank You have set a great example for others running a very strong and successful practice... I always knew your clients were very well taken care of. - Steve Geist, Former Group Head - Wealth Management Canadian Imperial Bank of Commerce
Author Information
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.
