Getting a financial advisory practice up and running can be discouraging. But if you recognize the stages of this challenging process, setbacks start to look like milestones and you can learn to treat them as a necessary part of your growth
Statistics tell us that most entrepreneurs are grossly unprepared for leaving businesses that they have founded. Some say it's harder to leave a company than to start one
here are some universal considerations that apply to succession planning, regardless of the size of the firm. But planning your departure from the top position at a larger organization poses some special challenges
Making presentations at local events and group meetings can enhance your image and your credibility as an expert. These tips can boost your confidence and help you to deliver an informative talk that engages your audience
We’ve all experienced – and admired – people who walk into a room and make it light up. I’ve observed this quality in industry leaders, politicians, athletes and celebrities, as well as in teenagers, quiet academics and stay-at-home moms. The phenomenon has made me wonder what special skills these people have that they can turn […]
In part 10, George Hartman, managing partner with Elite Advisors Canada, discusses the importance of having a written succession plan and what should be included in the document.
In part nine, George Hartman, managing partner with Elite Advisors Canada, explains what determines the value of your practice, and what do to maximize the value of your business before you put in on the market.
In part eight, George Hartman, managing partner with Elite Advisors Canada, gives tips for getting the best price for your business, including how to approach valuation and position your business for sale.
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.
As your practice gets bigger, more time and attention must be devoted to managing the business. Growing successfully means taking steps to ensure you are focusing only on those activities that require your skills