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  1. George Hartman
    In part 10, George Hartman, managing partner with Elite Advisors Canada, discusses the importance of having a written succession plan and what should be included in the document.
  2. Special Feature

    Succeeding at Succession

    George Hartman
    A 10-part series on succession planning for financial advisors
  3. Dwarka Lakhan
    Use the discovery process to determine whether clients are a good fit
  4. George Hartman
    In part nine, George Hartman, managing partner with Elite Advisors Canada, explains what determines the value of your practice, and what do to maximize the value of your business before you put in on the market.
  5. Dwarka Lakhan
    Consistency is the key to efficiency and success in any business
  6. George Hartman
    In part eight, George Hartman, managing partner with Elite Advisors Canada, gives tips for getting the best price for your business, including how to approach valuation and position your business for sale.
  7. George Hartman
    In part seven, George Hartman, managing partner with Elite Advisors Canada, shares the professional and personal criteria to consider when deciding if you should sell your business to a family member.
  8. Leah Golob
    By helping to train a young advisor you can hone your skills
  9. George Hartman
    In part six, George Hartman, managing partner with Elite Advisors Canada, discusses the importance of choosing the right successor, and highlights key questions you need to ask to find the right successor for your business.
  10. George Hartman
    In part five, George Hartman, managing partner with Elite Advisors Canada, discusses three categories of buyers — financial, strategic and family — and highlights the advantages and disadvantages of each group.