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- 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, staff, dealer firm and family know how your plans will affect them. He spoke with Gavin Adamson at the TMX Broadcast Centre in Toronto.
- Special Feature
Privacy and the advisor
Guidelines and court decisions to inform your practice - Special Feature
Buying and selling a book of business
George Hartman explains what advisors should know - Special Feature
Succession planning for advisors
George Hartman, managing director at Accretive Advisors, walks you through a four-step plan - Article
Hiring a new team member
Finding the right person takes time, preparation - Eileen Chadnick, founder of Big Cheese Coaching in Toronto, explains how setting and keeping personal resolutions impact an advisor’s practice. She spoke with Investment Executive reporter Fiona Collie, at the TMX Broadcast Centre in Toronto.
- Article
SWOT your practice
A simple evaluation will help you succeed in a competitive environment - Eileen Chadnick, founder of Big Cheese Coaching in Toronto, describes how advisors can make and keep New Year's resolutions for their businesses. Chadnick defines methods for identifying the specific goals that are significant for you and your clients and outlines a system for making sure these goals become action. She spoke with Investment Executive reporter Fiona Collie at the TMX Broadcast Centre in Toronto.
- 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 outlines what needs to be done and how long it will take. He spoke with Gavin Adamson at the TMX Broadcast Centre in Toronto.
- Putting processes in writing lets you focus on generating revenue