In this video series, George Hartman, managing director at Accretive Advisors in Toronto, outlines his four-step plan for selling your practice — plan carefully, choose wisely, implement slowly and communicate fully.
February 21, 2012
In this video series, George Hartman, managing director at Accretive Advisors in Toronto, outlines his four-step plan for selling your practice — plan carefully, choose wisely, implement slowly and communicate fully.
February 21, 2012George 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.
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.
George Hartman, managing director at Accretive Advisors, continues his discussion of succession planning for advisors. In choosing a successor, he suggests you consider how you want your clients to be treated once the business is transferred. This will allow you to identify and evaluate candidates based on how well they meet the needs of your clients. He spoke with Gavin Adamson at the TMX Broadcast Centre in Toronto.
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