In this five-part series, George Hartman is co-founder and managing partner with Accretive Advisor Inc., explains why advisors in their mid- to late 50s need a written succession plan and how to craft one.
January 31, 2014
In this five-part series, George Hartman is co-founder and managing partner with Accretive Advisor Inc., explains why advisors in their mid- to late 50s need a written succession plan and how to craft one.
January 31, 2014Although you should always seek independent legal advice before entering into anything as important as a succession agreement, here are some guidelines for the kind of information that should be included
It can be gratifying to discover that several advisors are interested in taking over your book and willing to spend time getting to know you and your clients for several years before the transition. But it's key to choose the right person
You don't have to have a transition date chiselled in stone, but you should have an approximate target for your departure from your business. Then, you can begin to determine which succession option works best for you
A methodical, step-by-step investigation of the many factors involved in retiring from your business can help you to make this difficult decision. There are several financial and emotional questions that you need to answer
The leading edge of the baby-boomer generation is starting to retire, and that includes many financial advisors. While most senior advisors are in their mid- to late 50s, few have given much thought to succession
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
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