The Efficient Advisor: Tactical Business Advice for Financial Planners 075: Ideas to Implement - Position Yourself to Buy, Transition, and Sell an Advisory Business
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Position Yourself to Buy, Transition, and Sell an Advisory Business w/ Christine Timms
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Check out Christine's Books:
Transitioning Clients and the Retirement Exit Decision: Includes Strategies and Tools for Seeking and Implementing Group Referrals
Business Models for Financial Advisors: Develop and Articulate Your Unique Business Model
Connect with Christine on LinkedIn here!
Find her templates, tutorials, and videos here!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Learn more about the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.