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Transitioning Clients and the Retirement Exit Decision - by Christine Timms (Paperback)

Transitioning Clients and the Retirement Exit Decision - by  Christine Timms (Paperback)
Store: Target
Last Price: 17.99 USD

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<p/><br></br><p><b> About the Book </b></p></br></br><p>This handbook contains three interrelated topics: 1. Seeking Group Referrals from Another Advisor, 2. Transitioning Your Clientele to Your Successor, 3. The Retirement Exit Decision</p><p><br></p><p/><br></br><p><b> Book Synopsis </b></p></br></br><p>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: </p><p><br></p><p><strong>Part 1. Seeking Group Referrals from Another Advisor</strong></p><p><strong>Part 2. Transitioning Your Clientele to Your Successor</strong></p><p><strong>Part 3. The Retirement Exit Decision</strong></p><p><br></p><p>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.</p><p><br></p><p/><br></br><p><b> Review Quotes </b></p></br></br><br><p>"Christine Timms, a seasoned financial advisor with a 30 year track record in the business, has shared in a succinct and timely way, all the secrets you need to know to successfully make your retirement transition. With checklists, templates, and carefully articulated steps, Christine provides the roadmap for sustaining a successful transition. Advisors would be wise to study this handbook and consider it their primary source of advice." <strong>-Susan Latremoille, Former Financial Advisor, 35 year veteran of the financial advisory business, Author of <em>The RichLife - Managing Wealth and Purpose</em>, Coauthor of <em>Thriving Throughout Your Retirement Transition</em>, Founder of Next Chapter Lifestyle Advisors</strong></p><p>"My associate and I have found <em>Transitioning Clients and the Retirement Exit Decision</em> to be very helpful. Although we had done our own work prior in this area, the questions (steps of transition, choose your successor, contract, process of informing clients, final thoughts) acted as a "playbook" that we are further integrating. To us, it is providing more confidence we are addressing all areas and checking off everything. Having this organization will ensure nothing falls through the cracks. Your model provides additional confidence for a transition that will be successful for clients and ultimately all stakeholders."<em> </em><strong>-Kevin Punshon, Financial Advisor for over 30 years, Chairman's Club member, Branch Manager, Big Five Canadian Bank owned brokerage firm</strong></p><p><br></p><p> </p><p> </p><br>

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