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. 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 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. www.christinetimms.com provides further description of books and related templates. "Chris always seemed to gather people around that seemed to know what they were doing, they were young and learning the business, but they always struck me as being competent. But more than that, they seem to recognize the interests of the client, and they look after the client just as well as Chris does. In other words, they reflected her." - Dennis Dack (client of 30 years), Retired Director of Strategic Policy, Advisor to the Chairman of the Board Ontario Hydro "I really think you have done great work here, not just a good read but something that can actually lead to execution and change in an advisor's business." - Gary Mayzes, Senior Vice-President & Regional Manager, Wellington-Altus Private Wealth, Over 30 years experience in the investment advice industry "You have set a great example for others running a very strong and successful practice... I always knew your clients were very well taken care of." - Steve Geist, Former Group Head - Wealth Management Canadian Imperial Bank of Commerce "I have been in the business for 25+ years working in various management roles. I have worked with many investment advisors in my career and must tell you from a "client first mindset", Chris is one of the best. ... We could all learn a thing or two from Chris." - Wilma Ditchfield, Senior management of a Big Five Canadian Bank "I've read the Team Building for Financial Advisors handbook three times now, there is so much great content in this book!" - Jennifer Jackson, Financial Advisor for over 20 years, Big Five Canadian Bank owned brokerage firm Handbooks For the Professional Financial Advisor Christine believes the best way to help financial services clients is by helpingthe advisors who give independent financial advice. During her 33-year careeras a financial advisor, she learned that all clients and advisors are unique, andthat clients are best served by a continuous long-term relationship with acompatible human advisor who seeks to understand and work with the clientto achieve the client's goals. The Handbooks for the Professional FinancialAdvisor series and the related templates found on the author's website areintended to help individual advisors efficiently provide independent andeffective advice to more clients. 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.