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Christine Timms

Author, Client Advocate and Retired Investment Advisor

Christine believes the best way to help financial services clients is by helping the advisors who give independent financial advice. During her 33-year career as a financial advisor, she learned that all clients and advisors are unique, and that clients are best served by a continuous long-term relationship with a compatible human advisor who seeks to understand and work with the client to achieve the client’s goals. The Handbooks for Professional Financial Advisors series and the related templates found on the website, www.christinetimms.com, are intended to help individual advisors efficiently provide independent and effective advice to more clients.

Christine Timms retired from a successful 33-year career as an investment advisor with career highs in both assets under management and annual revenue generated. She achieved her firm’s top performance level for all of the last 24 years of her career. Her clientele included people from all walks of life and occupations: professionals, small business owners, public service workers, skilled trade workers, retirees, widows, etc. Christine credits much of her success to a constantly evolving business model and a strong team.

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