Purchase Templates

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Templates are still available directly from Christine Timms.
Please request through website messaging or by emailing info@christinetimms.com


Business Models Checklists ($49.99 CAD + tax)
Eight Business Model Checklist Templates
- Compatible Sustainable Clientele Checklist (sample and template)
- Service Model: Communication Checklist (sample and template)
- Service Model: Investing Checklist (sample and template)
- Service Model: Financial Planning Checklist (sample and template)
- Service Model: Tax Services Checklist (sample and template)
- Resource Management Checklist (sample and template)
- Pricing and Client Costs Checklist (sample and checklist)
- Choosing Compensation Structure (sample and checklist)
Service Model Client Segmentation Checklists
- Four checklist templates of your customized service offerings for A/B/C/D segments of your clientele
- Segmenting Clientele: Identify Your Segmentation Criteria
- Segmenting Clientele: Checklists for each of the components of the service model (samples and templates)

Team Building for Financial Advisors Templates ($49.99 CAD + tax)
Team Payroll Sensitivity Analysis: This template helps you determine specific bonuses and estimate how different annual revenue scenarios will affect the pay of each team member and yourself.
Advisor Actual Team Compensation Costs: This template helps you create a “Total Actual Advisor Cost By Month” table and a detailed breakdown of cost components. It also includes a “Team Member Time Sheet and Monthly Compensation Calculation” for each team member.

Team Member Roles & Duties: This template helps you create a printable team member duty list for both an associate and a specialist structured practice.

Transitioning Clients and the Retirement Exit Decision Templates (Free)
Steps Of Transition Timeline and Checklist: Checklist template to help you plan, organize and document the 18 step process of transitioning your clients to your successor presented in the handbook.
Choosing Your Successor Checklist: Checklist template to help you organize and compare potential successors based on the criteria presented in the handbook.
Retirement Phone Call Script: Sample script for informing clients of your planned retirement and introducing your successor.

Formal Retirement Letter: Sample client letter to reconfirm retirement details after all clients have been informed personally.