In this three part video series, George Hartman, CEO of Market Logics, discusses how changing demographics are attracting new advisors to the industry. He outlines strategies rookies — and veterans, too — can use to make their business a success.
October 2, 2012In part 3 of Not for Rookies Only, George Hartman, CEO of Market Logics, explains about how to craft a value proposition that will get a response. This task is tougher for rookies, but definitely not for rookies only. He spoke with Investment Executive senior editor Grant McIntyre, at the TMX Broadcast Centre in Toronto.
In part 2 of Not for Rookies Only, George Hartman, CEO of Market Logics, explains how successful advisors define their preferred client early in their careers. Advisors can then align resources, marketing, products and services around relationships that are clearly identified. He spoke with Investment Executive senior editor Grant McIntyre, at the TMX Broadcast Centre in Toronto.
In part 1 of this 3-part series, Not for Rookies Only, George Hartman, CEO of Market Logics, discusses solutions for the most common errors rookie advisors make. Hartman details a strategic plan to help make the first three years of an advisory practice a success. He spoke wit Grant McIntyre, senior editor at Investment Executive at the TMX Broadcast Centre in Toronto.
We look at suitability, underwriting, insurance sales and much more in this year's edition
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
