With 50 years in the financial services industry, George Hartman has seen it from all perspectives - as an advisor, executive, educator, commentator, coach & consultant. That broad & meaningful experience, coupled with insight and passion, has led to such notable achievements as: - building a successful financial advisory practice - growing the assets of an investment management firm from $70 million to $600+ million in 6 years - spearheading the national expansion of an advisory firm - publishing five best-selling books for financial advisors - numerous appearances as a top-rated speaker at major conferences around the world - coach & consultant to the industry's top-performing advisors and their firms across the globe - host of the "Money Matters" radio show for 3 years & frequent guest on radio & television - writing the industry's most widely-read practice management column for more than 15 years - designing some of the industry's most enduring advisor training programs Always an insatiable 'student of the business', today, George applies his knowledge and skills as Founder & CEO of Market Logics Inc., a firm that provides consulting services & intelligence-based solutions to organizations & individuals looking to take their business to new levels. His fourth book, titled EXIT is NOT a Four Letter Word: How to Transition Your Business Profitably and Proudly - written exclusively for financial advisors planning for their eventual sale & exit from their business - is in its second printing. Most recently, George founded Ultimate Practice, an online portal (www.ultimate-practice.com) where financial advisors & others interested in their success can access one of the industry's most robust selections of online practice management courses, original & curated research, tools, videos, articles, checklists, etc. The recently-launched online course, Succeeding at Succession, is getting rave reviews for its insights, unique "Playbook" that guides advisors through planning for their eventual - but inevitable - transition from their business to achieve the legacy they deserve. George is also Chief Practice Management Officer for FindBob - Enterprise Transition Management for Financial Advisors ...www.findbob.io. George has a Master’s Degree in Business Administration (MBA) from Wilfred Laurier University, is a Certified Value Builder (CBV), and currently sits on advisory boards for several financial services industry organizations. Specialties: Strategic planning, marketing, research, practice management, practice valuation, succession planning With 50 years in the financial services industry, George Hartman has seen it from all perspectives - as an advisor, executive, educator, commentator, coach & consultant. That broad & meaningful experience, coupled with insight and passion, has led to such notable achievements as: - building a successful financial advisory practice - growing the assets of an investment management firm from $70 million to $600+ million in 6 years - spearheading the national expansion of an advisory firm - publishing five best-selling books for financial advisors - numerous appearances as a top-rated speaker at major conferences around the world - coach & consultant to the industry's top-performing advisors and their firms across the globe - host of the "Money Matters" radio show for 3 years & frequent guest on radio & television - writing the industry's most widely-read practice management column for more than 15 years - designing some of the industry's most enduring advisor training programs Always an insatiable 'student of the business', today, George applies his knowledge and skills as Founder & CEO of Market Logics Inc., a firm that provides consulting services & intelligence-based solutions to organizations & individuals looking to take their business to new levels. His fourth book, titled EXIT is NOT a Four Letter Word: How to Transition Your Business Profitably and Proudly - written exclusively for financial advisors planning for their eventual sale & exit from their business - is in its second printing. Most recently, George founded Ultimate Practice, an online portal (www.ultimate-practice.com) where financial advisors & others interested in their success can access one of the industry's most robust selections of online practice management courses, original & curated research, tools, videos, articles, checklists, etc. The recently-launched online course, Succeeding at Succession, is getting rave reviews for its insights, unique "Playbook" that guides advisors through planning for their eventual - but inevitable - transition from their business to achieve the legacy they deserve. George is also Chief Practice Management Officer for FindBob - Enterprise Transition Management for Financial Advisors ...www.findbob.io. George has a Master’s Degree in Business Administration (MBA) from Wilfred Laurier University, is a Certified Value Builder (CBV), and currently sits on advisory boards for several financial services industry organizations. Specialties: Strategic planning, marketing, research, practice management, practice valuation, succession planning

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  Co-Founder in FindBob

  Guarding Against Attrition is Hard Work