Team Building for Financial Advisors - by Christine Timms (Paperback)
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<p/><br></br><p><b> About the Book </b></p></br></br><p>Topics discussed: team building benefits, delegation, supervision, adding team members, hiring, training, team structure, compensation, motivating, team meetings, team member relationships, turnover, duties</p><p><br></p><p/><br></br><p><b> Book Synopsis </b></p></br></br><p><strong>Team Building for Financial Advisors</strong></p><p><br></p><p>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.</p><p><br></p><p>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.</p><p><br></p><p>In this book Christine discusses: </p><ul><li>Benefits of Team Building</li><li>Delegation and Supervision</li><li>Outsourcing </li><li>When to Add a Team Member</li><li>Hiring New Team Members</li><li>Training Team Members</li><li>Team Structure</li><li>Team Compensation</li><li>Motivating/Inspiring the Team</li><li>Team Meetings</li><li>Team Member Relationships</li><li>Team Member Turnover</li><li>Team Member Duties</li></ul><p/><br></br><p><b> Review Quotes </b></p></br></br><br><p>"I've read the <em>Team Building for Financial Advisors</em> handbook three times now, there is so much great content in this book!" <strong>-Jennifer Jackson, Financial Advisor for over 20 years, Big Five Canadian Bank owned brokerage firm</strong></p><p><br></p><p>"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."<strong> -Gary Mayzes, Senior management of a Big Five Canadian Bank</strong></p><br>
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