In this Special Feature

• Keeping clients on board when selling your practice

  George Hartman, managing director at Accretive Advisors, stresses the importance having a written plan to maximize the number of clients that stick with your practice during a sale. He describes his...

  Practice Management  - December 02, 2011 at 16:30

• Choosing a successor to best serve your clients

  George Hartman, managing director at Accretive Advisors, continues his discussion of succession planning for advisors. In choosing a successor, he suggests you consider how you want your clients to be...

  Practice Management  - January 19, 2012 at 15:00

• When to begin the succession planning process

  Most advisors wait far to long to implement a succession plan, says George Hartman, managing director at Accretive Advisors. A good plan can take several years to perfect and put in place. Hartman...

  Practice Management  - February 03, 2012 at 09:40

• Communicate fully at every stage of your succession plan

  George Hartman, managing director at Accretive Advisors, explains why it’s important to communicate your succession plan to stakeholders at every stage of the process. Let our clients, partners,...

  Practice Management  - February 21, 2012 at 19:00