• Home
  • Business Models
  • Team Building
  • Transitioning/Retirement
  • Articles & Interviews
  • Template Tutorials
  • More
    • Home
    • Business Models
    • Team Building
    • Transitioning/Retirement
    • Articles & Interviews
    • Template Tutorials
  • Sign In
  • Create Account

  • Orders
  • My Account
  • Signed in as:

  • filler@godaddy.com


  • Orders
  • My Account
  • Sign out

Signed in as:

filler@godaddy.com

  • Home
  • Business Models
  • Team Building
  • Transitioning/Retirement
  • Articles & Interviews
  • Template Tutorials

Account


  • Orders
  • My Account
  • Sign out


  • Sign In
  • Orders
  • My Account
CT Financial

ADVISORPEDIA

Advisorpedia content written by or featuring Christine Timms.

Advisorpedia is a collection of American and international experts offering tools, advice, research and services to help financial advisors. 

PODCASTS FEATURING CHRISTINE TIMMS

Team Building For Financial Advisors With Guest Christine Timms

Position Yourself To Buy, Transition, And Sell An Advisory Business With Christine Timms

articles WRITTEN BY CHRISTINE TIMMS

Building Your Team: Should You Add To Your Team? Recognize The Signs Before Your Practice Plateaus

Expanding your team isn't just about lightening your workload - it's about unlocking new possibilities and delivering exceptional service to clients.

Building Your Team: The What, How And Who Of Delegating

If someone else can do it, someone else should do it.

Building Your Team: Overcoming Obstacles And Fears Of Delegating

Benefit from delegating much more than basic administrative duties.

The "Secret Sauce" For Advisor Succession

When Should An Advisor Add A Team Member?

Building Your Team: Enhance Client Service, Grow Your Business, And Improve Your Life

Many advisor's think they can't afford to build a team, others would say they can't afford not to.

Building Your Practice: A Good Transition Is An Advisor's Legacy

The final 11 steps to ensure a successful transition.

How a Reluctance To Retire Affects You — And Your Clients

WP Wealth Professional Logo

Building Your Practice: Choosing A Successor Advisor

In the latest installment of her series on transition planning, columnist Christine Timms asks: what should your successor bring to the table? 

WP Wealth Professional Logo

Building Your Practice: A Step-By-Step Playbook For Advisor Emergency And Retirement Exit Planning

A well-organized transition process provides peace of mind to clients, successors and exiting advisors.

When Is It Time For An Advisor To Retire

WP Wealth Professional Logo

Building Your Practice: A Win-Win Approach To Transitioning Clients Between Advisors

Recognizing all stakeholder needs will maximize the benefits of clients and advisors in the transition process.

WP Wealth Professional Logo

Building Your Practice: Position Yourself As A Preferred Clientele Successor

Why assuming another advisor's clientele can be an excellent opportunity to grow your practice.

articles Featuring CHRISTINE TIMMS

Buying A book Of Business? What You Need To Know

Buyers must be prepared to compete on price, but fit is also important.

Crafting A Successful Exit Strategy: Insights From A Veteran Financial Advisor

Former advisor shares her experience of exiting from her practice, and why a successor exactly like you may not be the best choice.

Advisor's Edge

What Is One Thing You Wish You'd Considered Before Retiring?

We asked three retired advisors.

Taking Care Of Business: How To Articulate Your Practice's Unique Business Model

How Advisors Can Meet Their New Client-Focused Reform Obligations Efficiently And Effectively

The Advisor's Retirement: Making A Smooth Transition

Christine Timms discusses common retirement challenges and some of the steps for creating a succession plan.

Advocis Logo

Moving Up And Moving On

Buying or selling a book of business during a pandemic is not for the faint of heart.

The Globe and Mail logo

Succession Planning Still A Big Issue In Financial Advice Industry, Study Finds

WP Wealth Professional Logo

On A Mission To Help More Advisors Serve More Clients

Retired advisor turned author pens three handbooks to help others reduce stress levels and increase productivity.

VIRTUAL INTERVIEWS WITH CHRISTINE TIMMS

Coffee & Conversations With Christine Timms

How Advisors Can Set Their Businesses Up For Success In 2022

Access to interview for those registered with Globe Advisor (free to register if not already).

How Advisors Can Set Their Businesses Up For Success In 2022

Access to interview for LinkedIn members. 

Investment Executive Logo

Tips For Advisors Starting The Succession Planning Process

Thinking about retirement doesn't have to be difficult.                                                    

Investment Executive Logo

Practice Assessment Tips For Advisors Working On Succession

An expert explains how and why to prepare details about your practice and clients.

Choosing and Working With A Successor For Your Practice

Tips for finding the right person.


Copyright © 2025 CT Financial - All Rights Reserved.


Powered by