Team Building for Financial Advisors / Handbooks for the Professional Financial Advisor (ePub)

Name: Team Building for Financial Advisors / Handbooks for the Professional Financial Advisor
Brand: CT Financial Press
SKU: 138536826
Price: 10.49 EUR
Availability: OnlineOnly

Enhance client services, grow your business and improve your life (Sprache: Englisch)

Autor: Christine Timms

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Team Building for Financial Advisors / Handbooks for the Professional Financial Advisor, Christine Timms

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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...

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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.

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

Autoren-Porträt von 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 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.

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Bibliographische Angaben

Autor: Christine Timms
2021, 1. Auflage, 181 Seiten, Englisch
Verlag: CT Financial Press
ISBN-10: 1777314526
ISBN-13: 9781777314521
Erscheinungsdatum: 02.06.2021

Abhängig von Bildschirmgröße und eingestellter Schriftgröße kann die Seitenzahl auf Ihrem Lesegerät variieren.

eBook Informationen

Dateiformat: ePub
Größe: 2.94 MB
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Sprache:

Englisch

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