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Enhance the value of your business with a succession plan

Julie Littlechild, president of Advisor Impact, outlines the benefits a succession plan delivers, including finding the right successor, maintaining clients and enhancing the value of the business. She spoke with Investment Executive reporter Rudy Mezzetta at the TMX Broadcast Centre in Toronto.

  • October 1, 2012 October 30, 2019
  • 07:01

Littlechild: Happiest clients know what to expect from advisors

  • July 7, 2010 October 30, 2019
  • 08:04

Re-treading the eight steps for segmenting, rating clients

  • June 13, 2010 October 30, 2019
  • 23:19

Littlechild: Profitable client feedback in 20 questions

  • April 21, 2010 October 30, 2019
  • 14:00

Referrals: How to help your clients help their friends

  • April 14, 2010 November 16, 2019
  • 10:19

Part 2: Five-point plan aims to heighten client service

  • October 17, 2008 October 29, 2019
  • 08:33

Part 1: Advisor study links service delivery to client referrals

  • October 15, 2008 October 29, 2019
  • 17:19

Team building: Jumping the mental hurdle

  • March 3, 2008 October 29, 2019
  • 09:35

Part 1: Successful advisors benefit from teams

  • February 1, 2008 October 29, 2019
  • 11:45

Regular communication eases client concerns

  • January 22, 2008 November 17, 2019
  • 15:13