Business Models for Financial Advisors: Develop and Articulate Your Unique Business Model - Softcover

Timms, Christine

Softcover

ISBN 10: 1777314585 ISBN 13: 9781777314583

Publisher: CT Financial Press, 2020

Synopsis

Business Models for Financial Advisors is appropriate for those learning about the business as well as established advisors looking to articulate and/or analyze their practice. It provides a checklist process and tools to help an advisor articulate, develop and/or modify many components of their business model. It also includes examples from a successful practice and discussions of many choices and discussions relating to:
- Qualities of an advisor's most compatible sustainable clients
- Service models for client communication, investing, financial planning, tax strategies and tax returns
- Resources needed and suppliers
- How a practice charges clients
- Direct and indirect client costs
- Advisor compensation
- Advisor career paths
- Segmentation of clientele
www.christinetimms.com provides further description of books and related templates.

About this title

About the Author

Christine Timms retired from 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.

Edition details

• Publisher: CT Financial Press
• Publication date: 2020
• Language: English
• ISBN 10: 1777314585
• ISBN 13: 9781777314583
• Binding: Paperback
• Number of pages: 255