Refine list by
Type
Author/Interviewer
  A (6)
    Alan Rae (1)
  B (67)
  C (5)
  D (54)
  E (17)
  F (122)
  G (72)
  H (3)
  I (14)
  J (64)
  K (4)
  L (6)
  M (25)
  N (2)
  P (13)
  R (14)
  S (10)
  T (119)
  W (11)
  1. 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.
  2. Leah Golob
    By helping to train a young advisor you can hone your skills
  3. Special Feature

    Succeeding at Succession

    George Hartman
    A 10-part series on succession planning for financial advisors
  4. 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.
  5. 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.
  6. George Hartman
    In part four, George Hartman, managing partner with Elite Advisors Canada, outlines the pros and cons of various exit options for advisors, and gives tips on how to get the best value for your practice.
  7. Tessie Sanci
    Non-traditional ways of leaving a job can affect future career opportunities, HR managers say
  8. Tessie Sanci
    Building deeper relationships with team members can enhance their motivation
  9. George Hartman
    In part three, George Hartman, managing partner with Elite Advisors Canada, explains how to prepare yourself emotionally and financially for succession.
  10. Tessie Sanci
    Start by instilling confidence in your business