COACHING & CONSULTING

We help firms and Advisors elevate their businesses to whatever heights of success they aspire.

SCHEDULE A NO-OBLIGATION CALL WITH GEORGE HARTMAN

While most financial advisors have an idea of what they want their business to look like down the road, many find it difficult to articulate those thoughts in a well-designed strategy, backed up by specific tactics, activities and tools to enable their success.

That’s where Market Logics can help!

Market Logics - Succeeding at Succession Planning Program

SUCCEEDING AT SUCCESSION PROGRAM

As a financial advisor, you actively promote advanced planning to your clients to help them achieve their retirement goals. Yet, industry statistics indicate that only 1 in 10 financial advisors have a written plan for their own eventual exit or transition from their business. Given that you’ve likely spent a good portion of your life building your business to the point where it may well be your most valuable asset and the one you are expecting to fund your own retirement, doesn’t it make sense to be in control of your exit — and your legacy?

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PRACTICE VALUATION PROGRAM

Market Logics Inc. assists financial advisors in valuing their practices for purposes of sale or succession planning. We have a deep understanding of what creates value in a practice and can accurately estimate the price at which a transaction is most likely to be fair to both buyer and seller.

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POWERING YOUR PRACTICE PROGRAM

There was a time when financial advisors could build a successful practice simply by being a good salesperson — but no longer. Modern-day advisors have to think and act like business owners — managing a dynamic enterprise in an ever-changing marketplace. Regardless of where you are in the evolution of your business — from start-up to succession, the decisions made today will determine the likelihood of realizing the tremendous economic potential that lies within your practice.

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ADVISOR BOOTCAMP

Market Logics will build a customized coaching program to meet your specific needs.

1-6 months intensive coaching program

Monthly workshops/webinars

Monthly coaching calls

Custom development and delivery

Coaching Program Payoff

Advisors will have an actionable plan that supports their business strategy.

By transitioning from knowing to doing they will:

Gain control of the pace and momentum of practice growth

Take time to work “on” their business as well as “in” their business

Increase referrals and introductions to preferred client prospects

Implement more effective and consistent marketing activities

Enhance their personal and corporate brand in the community

Optimize the impact of superior resource allocation

What our clients are saying

“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 HayesThe Hayes Group, BMO Nesbitt Burns, Brampton, Ontario

“Thank you for our most recent coaching session. Especially useful is the sample marketing/sales/service matrix, which we will use as a model for our “homework” assignment. April is proving to be another strong month with over $40,000 of new commission and fees for our group. We continue to be way ahead of last year and are excited about our progress! Thanks for your help in our journey!”

Matt Taddei AXA Advisors, San Rafael, California

“George Hartman delivered a customized solution that focused specifically on our team. He has obviously been around and wasn’t afraid to ruffle my feathers if he thought I was wrong. I needed that.”

John O. RBC DS, Toronto, ON

“George Hartman is a wonderful man and teacher. The experience and knowledge he and his team deliver is exceptional. The rest is up to us.”

Robert K. Raymond James, Vancouver, BC

“Over the past two years, George Hartman has helped us transform our financial advisory practice. We’ve examined every aspect of our business, built processes to manage marketing, sales and service delivery, and have learned to rely on team members’ expertise and enthusiasm to improve the day-to-day functioning of the practice. As a business development coach, George has guided, advised and occasionally provoked us into realizing our vision and pursuing our goals. At the end of each year, we look back to see which people in our lives have had the greatest influence over the year. George is definitely at the top of our list!”

JoAnne AndersonPresident, MoneyPower Group, Raymond James

EXIT is NOT a Four Letter Word

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 provides advisors with the rationale and routine to motivate them to prepare for the eventual transition of their business to the most qualified successor. The result will be continued service to clients who trust you, greater value to you for your life’s work, and greater certainty about the industry’s future.

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COACHING & CONSULTING

SCHEDULE A NO-OBLIGATION CALL WITH GEORGE HARTMAN

SUCCEEDING AT SUCCESSION PROGRAM

PRACTICE VALUATION PROGRAM

POWERING YOUR PRACTICE PROGRAM

ADVISOR BOOTCAMP

Coaching Program Payoff

What our clients are saying

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