The Perfect RIA Encore Episode: Team Building For Financial Advisors With Guest Christine Timms
Nov 14, 2025
Christine Timms, a former financial advisor who grew her client book to $400 million, now helps others build successful teams. In this engaging conversation, she shares her journey from rookie to pro, emphasizing the importance of delegation for improving advisor life and client outcomes. Christine discusses early mistakes in team structure, the value of having associates as primary contacts, and strategies for scaling capacity. She also introduces practical tools like her business models checklist, designed to help advisors clarify services and enhance efficiency.
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Practice Growth From Zero To $400M
- Christine grew her practice from zero to $400M and served 300+ households over 33 years.
- She expanded her team from one shared assistant to six assistants and associates before retiring.
Delegation Improves Life And Practice
- Delegation improves life quality, not just productivity, by letting advisors do their highest-value work.
- Doing more of what you enjoy leads to better client experiences and a more profitable practice.
From Ad Hoc To Associate-Based Teams
- Christine described evolving from ad hoc delegation to a specialist structure that still failed backup needs.
- She then divided clients among three senior associates so each client had a primary contact and automatic delegation.
