THE PERFECT RIA

What You'll Learn In Today's Episode:

  • How Christine grew her team from one assistant to six.
  • Why growing a team helped Christine move closer toward her growth goals.
  • That you need to understand what tasks can be delegated so you can focus on your highest and best use.
  • How you can start to establish credibility with your team by bringing them into client meetings.
  • Use a checklist to create a quantifiable understanding of what you do.
Table of Contents

Understanding your highest and best use so you can focus on the things you most enjoy are key to helping your growth. On today’s episode, Matt is joined by former Financial Advisor Christine Timms, who is a consultant and creator of handbooks and templates to help other Financial Advisors better serve their clients. Christine shares how she grew and structured her team in a way that helped lead her to the success that she achieved and how other advisors can do the same.

Ideas Worth Sharing:

‘It’s a lot more fun when you can delegate a lot of stuff to everybody else.’ - Christine Timms Share on X ‘If you’re delegating things that aren’t your highest and best use, it allows you to do more of the things you’re best at.’ - Matthew Jarvis Share on X ‘I think people out there need our advice.’ - Christine Timms Share on X

Resources In Today's Episode:

Recommended Podcast

Lean Learning and Building True Fans with Pat Flynn [Episode 311]

Building trust through personal stories.

See More

Encore Episode: What Is The Perfect RIA?

Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.

See More

Navigating The M&A Landscape With Jessica Polito [Episode 310]

Just keep doing what you’re doing

See More

Contact Us