The Perfect RIA

Team Building For Financial Advisors With Guest Christine Timms


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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.

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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