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
The Globe And Mail Wealth Leadership Forum 2026 Learnedly Course
Great speakers, practical advice. Did you miss the G&M forum? Earn 3 CE credits and learn about buying and selling a practice, attracting next gen clients, gaining empathy with AI, integrating AI and more.
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
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?
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
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.
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
Why Practice Valuation Often Comes Last When Finding A Successor
The Evolution Of Succession Planning
Advisors, firms have gotten better at planning exits over the past decade.
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.
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.
Moving Up And Moving On
Buying or selling a book of business during a pandemic is not for the faint of heart.
Succession Planning Still A Big Issue In Financial Advice Industry, Study Finds
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.
Tips For Advisors Starting The Succession Planning Process
Thinking about retirement doesn't have to be difficult.
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.