With the accelerating exponential rate of change in technology, financial advisors will be affected dramatically with how they run their business. George Hartman, President & CEO of Market Logics Inc. shares his insight into some of the areas that are expected to change and how they can incorporate the technology into their practice during the WAIS Canada Conference in Niagara Falls.
from best-selling author and award-winning speaker George Hartman
Coaching advisors on their succession plan is complex. This NEW book has the potential to change the financial fortunes of advisors who implement a refreshing new exit process, delivered here in an entertaining and informative style.
EXIT is NOT a Four Letter Word will change the financial fortunes of advisors who implement a refreshing new exit process. Delivered in an entertaining and informative style, this book provides advisors with the rationale and routine to prepare for the eventual transition of their business to the most qualified successor for the greatest value and assure their legacy.
In much the same way that The E-Myth redefined what it means to be an entrepreneur and Good to Great changed our understanding of leadership, EXIT Is NOT a Four-Letter Word will change the meaning of “exit.” “Hope” is a four-letter word, as is “help.” This extraordinary book offers both.
Tom Deans, Ph.D.Author of Every Family’s Business and Willing Wisdom
George has a unique ability to take difficult concepts and get to the heart of the matter. In a simple and straightforward style, he not only shares practical tactics that will help advisors increase the value of their businesses, but also tackles some of the bigger, emotional issues that are tied up in succession.
Julie LittlechildFounder, AbsoluteEngagement.com
I read a number of books on succession planning prior to my retirement and sale (after 40 years) of my share of our firm. Today, were I to planning my retirement, George’s latest book would have been invaluable as it covers a host of critical matters — some of which I only learned were important AFTER I retired. I highly recommend EXIT Is NOT a Four-Letter Word as an excellent guide to a successful transition of your practice.
Jim RogersFounder, Rogers Group Financial, Past President MDRT
George Hartman has provided a simple yet elegant guide for financial advisors who are struggling with both succession of their business, and how and when to retire. He points out that few advisors have written succession plans and that many have never reflected on the important qualitative factors that can really drive business valuations. In my view, George’s book is a ‘must read’ for any successful financial advisor.
Greg PollockPresident & CEO, Advocis, The Financial Advisors Association of Canada
What our clients are saying
“The research program Market Logics developed with our team gave us market intelligence and competitive insights that will definitely influence future decisions. By uncovering our clients’ key drivers of satisfaction and reasons for loyalty, we now know what products and services to enhance going forward and where we should focus our budgets and time. Most important, our clients will soon realize their voice matters and that feedback is priceless. We look forward to working with Market Logics again.”
Rob BairdDirector, Marketing & National Accounts, Russell Investments
“The depth and breadth of the research and strategic planning work that Market Logics conducted on our behalf revealed strategies for expanding our products and services. The speed with which this was done combined with the quality of work exceeded our expectations. We look forward to working with Market Logics again.”
Andrew StewartSenior Director, Canadian Securities Institute
“We highly recommend Market Logics to any firm looking to build or elevate their brand. The important thing for us was that they listened — to us and to our key stakeholders. By respecting the history of our firm, while at the same time, visioning our future, they captured the essence of the brand image we were seeking. The solutions they designed surpassed our expectations and we look forward to working with them again.”
Laureen GeorgeDirector, Client Services, Pal Insurance
“Market Logics’ experience was instrumental in the creation of our brand. We have numerous stakeholders in our multi-tiered structure and their insightful creativity enabled us to consolidate everyone’s interests and strengths into a synergistic message.”
George AguiarPresident & CEO, GP Wealth Management
“The 2011 MDRT Annual Meeting was a phenomenal success and your excellent presentation was instrumental in making it a wonderful experience! The Program Development Committee hand-picked you to help create a memorable program and I know the ideas you presented in Atlanta will impact many of our members as they put them into practice in their own communities.”
Julian H. GoodCLU, ChFC, President, Million Dollar Round Table
“We had quite a successful investment management practice but felt we could take our business to the next level. George Hartman helped us define the most important things to move our practice forward. A few key changes made a big difference. I am indebted to George for providing guidance with respect to the strategic and tactical changes our firm needed to make in order to take our business to the next level.”
John Hayes The Hayes Group, BMO Nesbitt Burns, Brampton, Ontario
With over 20 years of business intelligence, Market Logics has helped clients enhance revenue, grow market share, improve profitability, implement best practices and build client service, satisfaction and loyalty through a combination of business initiatives. Market Logics has worked with a variety of Industries including Financial Services, Sports & Entertainment, Retail, Packaged Goods, Health, Publishing and Communications.
Market Logics Inc.
43 Sunnydene Crescent
Toronto ON M4N 3J5