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“If I have seen further, it is by standing upon the shoulders of giants” – Sir Isaac Newton When Chris Reynolds co-founded Investment Planning Counsel in 1996, he set out on a mission to help entrepreneurial financial advisors build better businesses. Since then, he’s remained steadfast in this mission. Chris believes that at the heart of any great business is remarkable client experience: how you meet the needs of your clientele, how you evolve with them as they change and, ultimately, how you leave your clients feeling about you after every single interaction they’ve had with you and your business. A life-long learner, Chris is always learning from the best of the best – from within our industry and from outside. In his podcast, Turning the Page, Chris will bring you the stories, the lessons, and the winning ideas from the people who have made it and from those who are reshaping the future of financial advice.
Episodes
Monday Jul 10, 2023
Monday Jul 10, 2023
The two most important events in an entrepreneur’s life are when you start your business and then when you successfully pass your business and your legacy on through a well thought out succession plan. Yet as critical as succession plans are, it astounds me that over 70% of advisors don’t have a written succession plan, never mind a well thought out one. I even think that number is low!
In this episode of the pod, we’re going to tackle succession planning and what it means to a financial advisor. Joining me to talk about it is the man who literally wrote the book on succession planning in the wealth management business, George Hartman!
George has had an over 40 year career in financial services as an advisor, manager, executive, educator, coach and author. He’s an insightful industry observer and prolific writer, having published three best-selling books for financial advisors and currently working on his fourth. For more than 10 years, George has written the monthly column The Coach’s Forum for the trade journal Investment Executive and is a regular guest on Building Your Business television broadcast on IE:TV.
As one of the financial services industry’s best-known advisor strategists, practice management mentors and practice valuation experts, he presently coaches a number of top-producing advisors in Canada and the US and consults with several financial services firms on their business strategy and succession plans.
He literally wrote the book on succession planning. George is also the author of “EXIT is NOT a Four Letter Word.” The book 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.
What are YOUR plans for succession planning? What struggles do you have with it? I’d love to chat with YOU and learn more about you and your business. Why not set up a virtual coffee with me so we can chat about how you can accomplish big things in your business!
Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
If you loved this episode, we’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!
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