Business Models for Financial Advisors - by Christine Timms (Paperback)
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<p/><br></br><p><b> About the Book </b></p></br></br><p>Financial advisors in all stages of their career, even those about to retire, can benefit from the checklists, tools and processes in this handbook that help an advisor articulate, develop or modify many components of their business model.</p><p/><br></br><p><b> Book Synopsis </b></p></br></br><p><strong>Develop and Articulate Your Unique Business Model</strong></p><p><br></p><p><strong><em>Financial advisors in all stages of their careers can benefit from a well-defined business model... even those about to retire.</em></strong></p><p><br></p><p>An advisor's deeper understanding of their own practice and who it serves best, will lead to sustainable relationships in a win-win business model. This book provides a checklist process to quickly articulate, develop and/or analyze an advisor's unique business/service model. It includes completed checklists based on the final years of Christine's practice as an example. She discusses household capacity of practices and many of the required decisions for various business model components. The handbook also provides an analytical tool and checklists to facilitate the segmentation of clientele. It discusses many choices and decisions relating to the following aspects of an advisors unique business model: </p><p>Qualities of an advisor's most compatible sustainable clients</p><p>Service models for: </p><ul><li>Client communication </li><li>Investing</li><li>Financial planning</li><li>Tax strategies and returns </li></ul><p>Resources needed and suppliers</p><p>How a practice charges clients</p><p>Direct and indirect client costs </p><p>Advisor compensation </p><p>Advisor career paths</p><p>Segmentation of clientele</p><p/><br></br><p><b> Review Quotes </b></p></br></br><br><p><em>"The ideas and templates Chris developed in Business Models for Financial Advisors are useful and practical. Advisors like myself can benefit immensely by using these tools to help structure our practice and therefore provide a more consistent and positive client experience." </em></p><p><strong>-Maili Wong, CFA, CFP(R), FEA, Executive Vice-President, Senior Investment Advisor & Senior Portfolio Manager, Director, Wellington-Altus Holdings Inc., Named one of Canada's Most Powerful Women: Top 100TM by WXN, Author of Smart Risk: Invest Like The Wealthy To Achieve A Work-Optional Life</strong></p><p><br></p><p><em>"Business Models for Financial Advisors has been a valuable source of ideas and tools for my practice. The service model (communications, investing, tax, resource management, pricing/client cost) checklists provided us with documented questions on areas we may have thought of previously but have never written down as a defined process. It created awareness that we may not be going as deep into personalizing meetings for each client. My associate specifically found the financial planning service model helpful. Along with our current model, he appreciates the detail put into the checklists. I think they would be a major asset for advisors that lack process and a huge asset for advisors early in a career." </em></p><p><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><em>"The ideas and checklists presented in Business Models for Financial Advisors are very timely and helpful for us to use as a business planning tool as we develop and settle our business plan forward and develop the appropriate business model(s) to help us accomplish our objective.... It is, in aggregate, a superb tool for us to use to help all of the people in my practice determine, define and settle the forward direction we need to take our business to the next higher level."</em><strong> -Rollie Guenette, Financial Advisor for over 25 years, Chairman's Club member, Big Five Canadian Bank owned brokerage firm</strong></p><p><br></p><br>
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