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  1. Video

    Communicate fully at every stage of your succession plan

    Gavin Adamson
    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.
  2. Special Feature

    Privacy and the advisor

    IE Staff
    Guidelines and court decisions to inform your practice
  3. Special Feature

    Buying and selling a book of business

    Gavin Adamson
    George Hartman explains what advisors should know
  4. Special Feature

    Succession planning for advisors

    Gavin Adamson
    George Hartman, managing director at Accretive Advisors, walks you through a four-step plan
  5. Article

    Hiring a new team member

    Fiona Collie
    Finding the right person takes time, preparation
  6. Video

    How keeping personal goals can boost your business

    Fiona Collie
    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.
  7. Article

    SWOT your practice

    Dwarka Lakhan
    A simple evaluation will help you succeed in a competitive environment
  8. Video

    Make and keep resolutions for your business in 2012

    Fiona Collie
    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.
  9. Video

    When to begin the succession planning process

    George Hartman
    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.
  10. Article

    Organize your business for success

    Fiona Collie
    Putting processes in writing lets you focus on generating revenue