Try free for 30 days

Preview
  • 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

1 credit a month to buy any audiobook in our entire collection.
Access to thousands of additional audiobooks and Originals from the Plus Catalogue.
Member-only deals & discounts.
Auto-renews at $16.45/mo after 30 days. Cancel anytime.

Transitioning Clients and the Retirement Exit Decision

By: Christine Timms
Narrated by: Christine Timms
Try Premium Plus free

$16.45 per month after 30 days. Cancel anytime.

Buy Now for $9.99

Buy Now for $9.99

Pay using voucher balance (if applicable) then card ending in
By confirming your purchase, you agree to Audible's Conditions Of Use and Privacy Notice and authorise Audible to charge your designated credit card or another available credit card on file.

Publisher's Summary

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 Timms

What listeners say about Transitioning Clients and the Retirement Exit Decision

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.