STORE

EXIT is NOT a Four Letter Word by George Hartman

EXIT IS NOT A FOUR LETTER WORD: HOW TO TRANSITION YOUR PRACTICE PROFITABLY AND PROUDLY

by best-selling author George Hartman

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

ORDER NOW

BLUNDER, WONDER, THUNDER: POWERING YOUR PRACTICE TO NEW HEIGHTS

by best-selling author George Hartman

In Blunder, Wonder, Thunder: Powering your Practice to New Heights, coach and counselor George Hartman explores the life cycle of a financial advisory practice through the Blunder, Wonder and Thunder stages and traces the processes advisors should implement to build a successful and enduring practice. Using case studies and coaching sessions based on the experiences of 6,000 advisors he has counseled, George translates the theoretical into the practical; with the addition of Action Plans at the end of each chapter, he provides a step–by-step guide to a booming business.

Whether advisors are setting out to build their practices or nearing the end of their journeys and planning their exits, this book provides an entertaining yet practical road map. Every advisor who reads this book will come away with a renewed sense of urgency to be the best he or she can be —and will know just how to attain that goal.

George is the author of acclaimed best sellers Risk is a Four ‐Letter Word and Risk is Still a Four-Letter Word. He also writes a monthly column for industry newspaper Investment Executive on the subject of practice development for financial advisors, and is a featured columnist for the Hong Kong Journal of Financial Planning.

“I would recommend Blunder, Wonder, Thunder to any financial advisor seeking to become the ‘best he or she can be.’ It is full of practical how-to concepts and ideas.”

Jim RogersChairman Emeritus, Rogers Group Financial Advisors

“Blunder, Wonder, Thunder is a must-read for all financial advisors! George Hartman has mastered the best blueprint for success I have ever seen for our business. This is a game plan that, if adhered to, will inform advisors how to be successful.”

John RothwellPresident, Canaccord Wealth Management

“The most successful advisors have long understood that they are small-business owners rather than commissioned employees. Blunder, Wonder, Thunder is required reading for any financial advisor who wants to survive and thrive in this increasingly competitive industry.”

Gordon GibsonVP, Sales Strategies & Specialized Financial Communications, National Bank Financial

“George helps advisors navigate the journey from planning to execution in a way that is simultaneously easy to understand, motivational and tactical. Any advisor will benefit from reading this book from start to finish and a select few will excel by implementing the core ideas presented.”

Julie LittlechildPresident, Advisor Impact Inc.

STORE

EXIT IS NOT A FOUR LETTER WORD: HOW TO TRANSITION YOUR PRACTICE PROFITABLY AND PROUDLY

BLUNDER, WONDER, THUNDER: POWERING YOUR PRACTICE TO NEW HEIGHTS

Contact us