Team Building For Financial Advisors With Guest Christine Timms
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.
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 XResources In Today's Episode:
- Matt Jarvis: Website | LinkedIn
- Christine Timms: Website | LinkedIn | Handbooks for the Professional Financial Advisor
- TPR on YouTube
Recommended Podcast
From Business to Freedom With Jerome Myers [Episode 315]
The Importance of Post-Exit Planning
See More
Encore episode – Why Don’t I Have More Prospects?!?
Play the long game, measure your input first
See More
Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314]
Accurate financial reporting is crucial in M&A.
See More