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Christine Timms
Former financial advisor and consultant who built a client book to $400M and now creates handbooks, templates, and training to help other advisors build teams, delegate effectively, and scale their practices.
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Nov 14, 2025
• 21min
Encore Episode: Team Building For Financial Advisors With Guest Christine Timms
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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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