The Visible Expert, by Lee Frederiksen and Elizabeth Harr
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.
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.
These six volumes cover various aspects of helping your elderly clients manage their financial and lifestyle affairs. These books provide valuable advice for you - and may make excellent client gifts
How can you ensure that your clients' assets will stay within your practice when those clients eventually pass away? There are steps you can take to help keep your older clients' heirs on your side
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.
In part three, George Hartman, managing partner with Elite Advisors Canada, explains how to prepare yourself emotionally and financially for succession.
When another advisor steps forward and offers to sell you his book, you may be tempted to just say yes. But you should ask several key questions - about your practice and about the other advisor's book - before you decide
In part two, George Hartman, managing partner with Elite Advisors Canada, explains how putting off planning for your succession can diminish the value of your practice. He offers advice on how to get started with your plan.
In part one of a 10-part series, George Hartman, managing partner with Elite Advisors Canada, explains why it’s important for advisors to plan for their succession, and outlines the components of a good succession plan.