In part 2 of Not for Rookies Only, George Hartman, CEO of Market Logics, explains how successful advisors define their preferred client early in their careers. Advisors can then align resources, marketing, products and services around relationships that are clearly identified. He spoke with Investment Executive senior editor Grant McIntyre, at the TMX Broadcast Centre in Toronto.
In part 1 of this 3-part series, Not for Rookies Only, George Hartman, CEO of Market Logics, discusses solutions for the most common errors rookie advisors make. Hartman details a strategic plan to help make the first three years of an advisory practice a success. He spoke wit Grant McIntyre, senior editor at Investment Executive at the TMX Broadcast Centre in Toronto.
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