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Transitioning Clients and the Retirement Exit Decision

  • Kartonierter Einband
  • 152 Seiten
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Christine Timms retired from a successful 33-year career as an investment advisor with career highs in both assets under manageme... Weiterlesen
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Beschreibung

Autorentext

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.



Klappentext

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.

Produktinformationen

Titel: Transitioning Clients and the Retirement Exit Decision
Autor:
EAN: 9781777314545
ISBN: 1777314542
Format: Kartonierter Einband
Herausgeber: CT Financial Press
Anzahl Seiten: 152
Gewicht: 231g
Größe: H229mm x B152mm x T8mm
Jahr: 2020