Transitioning Clients and the Retirement Exit Decision
Includes Strategies and Tools for Seeking and Implementing Group Referrals (Handbooks for the Professional Financial Advisor)
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Narrado por:
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Christine Timms
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De:
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Christine Timms
Acerca de esta escucha
The need to transition clients from one advisor to another advisor can be triggered by many different circumstances. An advisor will make group referrals to a successor advisor when they are retiring, reducing their clientele, or changing their business model. This handbook contains three interrelated topics:
- Part one: "Seeking Group Referrals from Another Advisor"
- Part two: "Transitioning Your Clientele to Your Successor"
- Part three: "The Retirement Exit Decision"
The key to a successful transition of clients is compatibility between the successor, the referring advisor, and the clientele being referred. I believe this compatibility is more likely to be achieved when the successor and the referring advisor understand each other’s positions and business models. Hearing all three topics will provide the listener with needed insight and understanding in addition to providing step-by-step processes and tools for choosing successors and completing the transition.
christinetimms.com provides further description of books and related templates.
PLEASE NOTE: When you purchase this title, the accompanying PDF will be available in your Audible Library along with the audio.
©2020 Christine Timms (P)2021 Christine TimmsLos oyentes también disfrutaron...
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3 out of 5 stars
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Good general guide but gineric information.
- De Daniel Gutierrez en 10-14-17
De: Bryan M. Chavis
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Angel Investing
- The Gust Guide to Making Money and Having Fun Investing in Startups
- De: David S. Rose
- Narrado por: David S. Rose
- Duración: 6 h y 42 m
- Versión completa
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General4.5 out of 5 stars 182
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Narración:4.5 out of 5 stars 151
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Historia4.5 out of 5 stars 148
From building your reputation as a smart investor, to negotiating fair deals, adding value to your portfolio companies and helping them implement smart exit strategies, David provides both the fundamental strategies and the specific tools you need to take full advantage of this rapidly growing asset class.
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5 out of 5 stars
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Very enlightening
- De Keith L. en 04-06-15
De: David S. Rose
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The Essential HR Handbook, 10th Anniversary Edition
- A Quick and Handy Resource for Any Manager or HR Professional
- De: Sharon Armstrong, Barbara Mitchell
- Narrado por: Robin Miles
- Duración: 6 h y 8 m
- Versión completa
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General4.5 out of 5 stars 37
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Narración:4.5 out of 5 stars 30
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Historia4.5 out of 5 stars 30
Whether you're a small business owner, a manager in a business without an HR department, or even a seasoned HR professional, The Essential HR Handbook will help you handle any personnel problem - from onboarding to outplacement - quickly and easily. This fully updated 10th anniversary edition is packed with information, tools, checklists, sample forms, and timely tips to guide you through the maze of personnel issues in today's complex business environment.
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4 out of 5 stars
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Good technical HR resource
- De Amazon Customer en 02-02-24
De: Sharon Armstrong, y otros
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How to Make Your First Million
- De: Warren Ingram
- Narrado por: Adrian Galley
- Duración: 5 h y 3 m
- Versión completa
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General4.5 out of 5 stars 58
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Narración:4.5 out of 5 stars 48
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Historia4.5 out of 5 stars 47
Your easy-to-understand guide to financial freedom! Have you ever wondered how wealthy people actually made their first million? Here is a book that shows how various people have made their money in their own unique ways, thus allowing you to find a method that works for you so that you, too, can make your first million and gain financial freedom.
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5 out of 5 stars
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The best book I never had
- De Amazon Customer en 07-23-17
De: Warren Ingram