Showing results by narrator "Christine Timms" in All Categories
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Transitioning Clients and the Retirement Exit Decision
- Includes Strategies and Tools for Seeking and Implementing Group Referrals (Handbooks for the Professional Financial Advisor)
- By: Christine Timms
- Narrated by: Christine Timms
- Length: 2 hrs and 49 mins
- Unabridged
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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.
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Transitioning Clients and the Retirement Exit Decision
- Includes Strategies and Tools for Seeking and Implementing Group Referrals (Handbooks for the Professional Financial Advisor)
- Narrated by: Christine Timms
- Length: 2 hrs and 49 mins
- Release date: 04-02-2021
- Language: English
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Non-member price: $9.99
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