Choosing a successor to best serve your clients

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.