The Wealth4Self Podcast
About This Show
This is a podcast dedicated to those who want to increase their understanding of how money works. Tune in each week as we have experts sharing their knowledge so you can increase your financial intelligence. "Money without financial intelligence is money soon gone."
Most Recent Episode
W4S 020 | Financial Technology & The Importance of Succession Planning | George Hartman
George Hartman is Canada’s best-known advisor strategist, practice management mentor and practice valuation expert, 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. George is Founder and CEO of Market Logics Inc., an independent firm dedicated to helping financial organizations and advisors realize the true potential of their business. His 40-year+ career in financial services, as an advisor, educator and executive, spans both the insurance and investment industries. He is an insightful industry observer and prolific writer, having published four best-selling books for financial advisors. His latest book, EXIT is NOT a Four Letter Word – How to Transition Your Practice Profitably and Proudly was released in 2016. 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 Investment Executive TV. In today's episode George and I cover the impact of technology on Advisory practices and how it will dramatically revolutionize the financial industry ; the rules that govern it, the way advisors do business and the relationship between advisors and their clients. We also highlight how Advisors can best position themselves and their business for the imminent rise in technology approaching the industry and George shares his predictions of how clients and Advisors will communicate and do business in the years to come. Lastly, we discuss Succession planning and the process as well as what qualities to look for in an individual when searching for a Successor for your business. Show Notes: Article on Georges book Market Logistics Webpage - You can find a free pdf version of Georges book here. An excellent article by George - The Investment Exe