Practice Management Advice for Financial Advisors

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MISSION

HELP FINANCIAL SERVICES CLIENTS BY HELPING ADVISORS SERVE MORE CLIENTS WITH INDEPENDENT, EFFECTIVE AND EFFICIENT ADVICE

I see myself as a client advocate who believes the best way to help financial services clients is to help the advisors who give independent financial advice. I believe that all clients and advisors are unique. Experience has taught me that clients are best served by a continuous long-term relationship with a compatible human advisor who seeks to understand and work with the client to achieve the client’s goals. The handbooks for financial advisors and the related templates are intended to help individual advisors efficiently provide independent, and effective advice to more clients. I am also hoping that that management of advisor firms, regulators and industry product/service suppliers will read the Handbooks for the Professional Financial Advisor to gain a deeper awareness of the uniqueness and needs of both advisors and advisors’ clients. - Christine Timms

TESTIMONIALS for the handbooks for financial advisors series

“I have found all three of these books to be very thought provoking, not only as it relates to the information provided, but also from looking forward within the context of my own practice and my own personal plan for the next stage of my life.”

—Rollie Guenette

Financial Advisor for over 25 years Chairman’s Club member

Big Five Canadian Bank owned brokerage firm

“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 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

"I read the kindle versions of all three of your books over the weekend... you did a thorough and wonderful job with each of them! Thank you!"

—Chip Munn, CEPA

Financial Advisor for over 20 years

Chief Executive Officer,

Signature Wealth Strategies

Senior Wealth Advisor,

Raymond James Financial Services

“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

"The evolution of the wealth management business has been fast and furious. The business has transitioned from each advisor being a sole practitioner to todays multifaceted offering where to be relevant we require a team of professionals to seamlessly offer our services.

I assure you that nowhere in our training manuals were we prepared for this essential business transition. Thankfully Chris has made this transition easier with her multi volume handbooks on how to manage a multi person investment team. Her knowledge is extensive. I feel fortunate to have known Chris professionally and now with access to her handbooks feel prepared to tackle the intricacies of all facets of the modern investment business.

I urge you to read and implement her many suggestions."

—Alan Friedman, CIM, FCSI

Portfolio Manager

Financial Advisor for over 35 years

Chairman’s Club Member

Big Five Canadian Bank owned brokerage firm

Handbooks And Templates

Business Models

Team Building

“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.”

—Maili Wong, CFA, CFP®, 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

More Testimonials

Team Building

“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

MORE TESTIMONIALS

Transitioning/Retirement

Team Building

Transitioning/Retirement

"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.”

—Susan Latremoille

*Former Financial Advisor and 35 year veteran of the financial advisory business

*Author of Rich Life- Managing Life and Purpose

*Coauthor of Thriving Throughout Your Retirement Transition

*Founder of Next Chapter Lifestyle Advisors

More Testimonials

About CHRISTINE TIMMS

Christine retired Dec 1, 2016 after 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.

Learn more

MISSION

HELP FINANCIAL SERVICES CLIENTS BY HELPING ADVISORS SERVE MORE CLIENTS WITH INDEPENDENT, EFFECTIVE AND EFFICIENT ADVICE

Advice for financial advisors

TESTIMONIALS for the handbooks for financial advisors series

Handbooks And Templates

Business Models

Team Building

Team Building

Team Building

Team Building

Team Building

Transitioning/Retirement

Team Building

Transitioning/Retirement

PODCASTS, Articles & Interviews

About CHRISTINE TIMMS

Contact Christine

MISSION

HELP FINANCIAL SERVICES CLIENTS BY HELPING ADVISORS SERVE MORE CLIENTS WITH INDEPENDENT, EFFECTIVE AND EFFICIENT ADVICE

Advice for financial advisors

TESTIMONIALS for the handbooks for financial advisors series

Handbooks And Templates

Business Models

Team Building

Team Building

Team Building

Team Building

Team Building

Transitioning/Retirement

Team Building

Transitioning/Retirement

PODCASTS, Articles & Interviews

About CHRISTINE TIMMS

Connect With Me On LinkedIn

Contact Christine