Help Yourself by Helping Business-Owner Clients Succeed at their Succession

When:  Mar 11, 2020 from 3:00 PM to 4:00 PM (ET)
The March 2020 Business Success Knowledge Circle will be held on Wednesday, March 11th at 3 pm ET.

Guest speaker George Hartman will be presenting, “Help Yourself by Helping Business-Owner Clients Succeed at their Succession.”

Business owner clients face the same questions as financial advisors contemplating their exit from the business they have spent so long building — Why? When? How?  Financial advisors, by virtue of their understanding of both the emotional and financial aspects of their clients’ lives, are in a unique position to help their business-owner clients secure their retirement and their legacy.  The program identifies the obstacles to a successful transition, outlines a proven process for advisors to follow in assisting clients and highlights the benefits to advisors of offering succession planning advice to business-owner clients. 

Key Takeaways:

  • To understand and be able to effectively communicate with business-owner clients regarding their exit, advisors must prepare their own succession plan.
  • Financial advisors have an obligation to their clients to do what they can to assure a successful transition for their business-owner clients.
  • Offering succession planning advice to clients will elevate and differentiate advisors in their marketplace.

George Hartman’s 45-year career as an advisor, executive, coach and consultant in spans the insurance and investment industries.  George is an insightful industry observer and prolific writer. In the 1990s, he published two best-selling books; Risk is a Four Letter Word & Risk is STILL a Four Letter Word, to assist advisors in discussions with clients around the topic of asset allocation. By the year 2000, George’s concern about advisors’ inattention to the strategic and tactical aspects of their business, directed him to shift the focus of his research, writing and consulting to practice management. This led to the release of another best-seller, Blunder, Wonder, Thunder – Powering Your Practice to New Heights.

George’s fourth best-selling book EXIT is NOT a Four Letter Word – How to Transition Your Practice Profitably and Proudly was released in 2016 in response to his coaching and consulting clients’ requests for guidance on how advisors should plan and implement their eventual transition or exit from the business.

EXIT is NOT a Four Letter Word – How to Transition Your Business Profitably and Proudly, released in 2019 was designed to assist advisors in engaging their business-owner clients in discussions regarding the sale or transition of their businesses.

George has been a keynote speaker at conferences in Canada, the US, Mexico, Germany, the Caribbean, Japan, Singapore, Malaysia, and New Zealand, including four appearances at Million Dollar Round Table (MDRT) and Top of the Table annual meeting.

George is also the Chief Practice Management Officer for FindBob ( The FindBob platform enables financial, investment and insurance advisors to buy, sell, merge, partner or find a successor to maximize the value of their business.

George is President & CEO of Market Logics Inc. (, an organization dedicated to helping advisors and financial services firms realize the true potential of their business.


Online Instructions:
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