Using the Checklist to Onboard and Succession Plan

Understanding your highest and best use so you can focus on the things you most enjoy are key to helping your growth. On today's episode, Matt is joined by former Financial Advisor Christine Timms, who is a consultant and creator of handbooks and templates to help other Financial Advisors better serve their clients. Christine shares how she grew and structured her team in a way that helped lead her to the success that she achieved and how other advisors can do the same.

- Matt Jarvis: Website | LinkedIn - Christine Timms: Website | LinkedIn | Handbooks for the Professional Financial Advisor - Learn More about our Coaching Programs