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Communicate fully at every stage of your succession plan

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Home In Depth Special Reports Succession planning for advisors Communicate fully at every stage of your succession plan

Succession planning for advisors

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Communicate fully at every stage of your succession plan

George Hartman, managing director at Accretive Advisors, explains why it’s important to communicate your succession plan to stakeholders at every stage of the process. Let our clients, partners, staff, dealer firm and family know how your plans will affect them. He spoke with Gavin Adamson at the TMX Broadcast Centre in Toronto.

  • By: Gavin Adamson, George Hartman
  • February 21, 2012 October 30, 2019
  • 18:00
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Gavin AdamsonGeorge Hartman

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When to begin the succession planning process

Choosing a successor to best serve your clients

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Succession planning
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