24 min listen
075: Ideas to Implement - Position Yourself to Buy, Transition, and Sell an Advisory Business
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
075: Ideas to Implement - Position Yourself to Buy, Transition, and Sell an Advisory Business
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
14 minutes
Released:
Nov 3, 2022
Format:
Podcast episode
Description
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--------------------------------------------------Check out Christine's Books: Transitioning Clients and the Retirement Exit Decision: Includes Strategies and Tools for Seeking and Implementing Group Referrals Team Building for Financial Advisors: Enhance Client Services, Grow Your Business and Improve Your Life Business Models for Financial Advisors: Develop and Articulate Your Unique Business ModelConnect 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.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Nov 3, 2022
Format:
Podcast episode
Titles in the series (100)
005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier by The Efficient Advisor: Tactical Business Advice for Financial Planners