George Hartman

George Hartman Email and Phone Number

Author, Keynote Speaker, Consultant, Coach @ ULTIMATE PRACTICE
George Hartman's Location
Toronto, Ontario, Canada, Canada
George Hartman's Contact Details

George Hartman work email

George Hartman personal email

n/a

George Hartman phone numbers

About George Hartman

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 programsAlways 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

George Hartman's Current Company Details
ULTIMATE PRACTICE

Ultimate Practice

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Author, Keynote Speaker, Consultant, Coach
George Hartman Work Experience Details
  • Ultimate Practice
    Founder
    Ultimate Practice Oct 2022 - Present
  • Market Logics Inc.
    Ceo
    Market Logics Inc. 1991 - Present
    Ca
    Market Logics Inc. provides consulting services in the areas of market research, strategic planning and operational implementation. Our specialty is in the financial services industry.
  • Market Logics Inc.
    Author
    Market Logics Inc. 1991 - Present
    Ca
    Best Selling Books1991 - Risk is a Four Letter Word2001 - Risk is STILL a Four Letter Word2010 - Blunder, Wonder, Thunder - Powering Your Practice to New Heights2016 - EXIT is NOT a Four Letter Word - How to Transition Your Practice Profitably and Proudly (Advisor Edition)2019 - EXIT is NOT a Four Letter Word - How to Transition Your Business Profitably and Proudly (Entrepreneur Edition)
  • Investment Executive
    Columnist - Coach'S Forum
    Investment Executive 2005 - Present
    Coach's Forum is a monthly column dedicated to providing financial advisors with insights, information and ideas on practice management including:- Strategy- Business Development- Managing Growth- Succession Planning- Practice ValuationVisit www.investmentexecutive.com to view past columns
  • Financial Planning Association (Fpa)
    Keynote Speaker - Fpa Annual Conference
    Financial Planning Association (Fpa) Sep 2020 - Nov 2022
    Denver, Colorado, Us
  • Planplus Global Inc.
    Director
    Planplus Global Inc. 1992 - Sep 2020
    PlanPlus Global is the worldwide leader in the development and distribution of risk tolerance profiling, financial planning and wealth management software applications that are:- Multi-lingual- Multi-currency- Multi-jurisdictionalVisit www.planplusglobal.com
  • Calu 2019 Agm - May 5
    Workshop Leader - Succeeding At Succession
    Calu 2019 Agm - May 5 Mar 2019 - May 2019
  • Mdrt Top Of Table Annual Conference
    Speaker
    Mdrt Top Of Table Annual Conference Aug 2018 - Aug 2018
  • Institute Of Advanced Financial Planners
    Keynote Speaker
    Institute Of Advanced Financial Planners Sep 2017 - Sep 2017
    Vancouver, Bc, Ca
  • Canadian Association Of Independent Life Brokerage Agencies (Cailba)
    Panelist - Cailba Annual Meeting
    Canadian Association Of Independent Life Brokerage Agencies (Cailba) Jun 2017 - Jun 2017
    Presentation - The Technology Tsunami and What Advisors Must Do to Survive and Thrive
  • Entreprenurial Cpas
    Keynote Speaker
    Entreprenurial Cpas May 2017 - May 2017
    Presentation: Succeeding at Succession - How to Transition Your Practice Profitably and Proudly
  • Association For Advanced Life Underwriting (Aalu)
    Workshop Leader - Aalu Annual Meeting - April 30, 2017
    Association For Advanced Life Underwriting (Aalu) Apr 2017 - Apr 2017
    Presentation: Succeeding at Succession - How to Transition Your Practice Profitably and Proudly
  • Advocis Golden Triangle
    Keynote Speaker
    Advocis Golden Triangle Feb 2017 - Feb 2017
  • Grant Taggart Symposium
    Keynote Speaker
    Grant Taggart Symposium Jul 2016 - Jul 2016
    Since 1988, the GTS has been the largest gathering of financial service professionals in the intermountain states (Utah, Idaho, Wyoming, and Nevada).The GTS is cosponsored by NAIFA, the Society of Financial Service Professionals, and Brigham Young University )BYU). It is held on the campus of BYU each September,
  • Financial Planning Association (Fpa) Houston
    Keynote Speaker
    Financial Planning Association (Fpa) Houston Apr 2016 - May 2016
  • Canadian Association Of Independent Life Brokerage Agencies (Cailba)
    Keynote Speaker - Annual Conference
    Canadian Association Of Independent Life Brokerage Agencies (Cailba) Mar 2016 - Apr 2016
  • Fidelity Life Assurance Company Limited
    Keynote Speaker - Top-Performers Conference
    Fidelity Life Assurance Company Limited Sep 2015 - Sep 2015
    Auckland, Auk, Nz
    "10 Things Top-Performing Advisors Do...That Others Don't" - presentation to approximately 2000 attendees on practice management strategies and tactics for financial advisorsSynopsis - There was a time when you could be a successful advisor simply by being a good salesperson or a great marketer. That is no longer the case. Today’s top-performing advisors have learned that it takes much more than sales skill or marketing prowess to build a truly great practice. Modern-day advisors have to think and act like business owners - managing a dynamic enterprise in an ever-changing marketplace. Regardless of where you are in the evolution of your business — from start-up to succession, the decisions made today will determine the likelihood of realizing the tremendous economic potential that lies within your practice. From strategy to tactics, Hartman identifies, highlights examples and shows you how to implement the Top 10 activities that separate the best from the rest.
  • 2015 New Zealand National Adviser Conference  (June 11 & 12, 2015)
    Keynote Speaker - Nz National Adviser Conference
    2015 New Zealand National Adviser Conference (June 11 & 12, 2015) May 2015 - Jun 2015
    Presentation #1 - 10 Things Top-Performing Advisers Do... That Others Don'tPresentation #2 - Succeeding at Succession
  • Deposit Industry Professionals
    Keynote Speaker - 2015 Conference
    Deposit Industry Professionals May 2015 - May 2015
    Presentation - "Succeeding at Succession"
  • Retirement Investment Summit Canada (April 20 & 21, 2015)
    Keynote Speaker
    Retirement Investment Summit Canada (April 20 & 21, 2015) Apr 2015 - Apr 2015
    Presentation - 5 Things You Absolutely Must Do to Ensure Your Practice Survives the Next 5 YearsSynopsis - The world of a financial advisor, as we know it today, is coming to an end in five years — or 10 or 15 or 20. The timing doesn’t really matter, because most advisors won't be prepared whenever the apocalypse arrives. George Hartman, Canada’s leading advisor strategist, identifies the five major forces already in play that could destroy your practice and offers strategies for slowing the pace of destruction and, just possibly, stopping it.
  • Elite Advisors Canada Ltd
    Co-Founder & Managing Partner
    Elite Advisors Canada Ltd 2011 - 2015
    ELITE Advisors Canada Inc. identifies and promotes Canadian financial advisors who are trusted by their clients, deliver great value in their client relationships and demonstrate the highest standards of professional excellence.
  • The Knowledge Bureau
    Keynote Speaker - Distinguished Advisor Conference
    The Knowledge Bureau Nov 2014 - Nov 2014
    Presentation - "Succeeding at Succession"
  • 2014 Symposium
    Keynote Speaker - Institute Of Advanced Financial Planning (Iafp)
    2014 Symposium Sep 2014 - Sep 2014
    Presentation - "Succeeding at Succession"
  • 2014 Annual Meeting
    Speaker - Million Dollar Round Table (Mdrt)
    2014 Annual Meeting Jun 2014 - Jun 2014
    "10 Things Top-Performing Advisors Do...That Others Don't" - presentation to approximately 2000 attendees on practice management strategies and tactics for financial advisors
  • 2014 Annual Conference
    Speaker - Canadian Institute Of Financial Planners (Cifp)
    2014 Annual Conference Jun 2014 - Jun 2014
    Presentation - "Succeeding at Succession"
  • Radius Financial Education - 2014 Annual Forum
    Speaker - Exchange Traded Forum (Vancouver)
    Radius Financial Education - 2014 Annual Forum Jun 2014 - Jun 2014
    Presentation - 10 Things Top-Performing Advisors Do...That Others Don't
  • 2014 Conference
    Keynote Speaker - Practice Management Summit
    2014 Conference May 2014 - May 2014
    Presentation - "Your Practice May Not Be Worth What You Think It Is... It Could Be Worth More!"
  • Radius Financial Education - 2014 Annual Forum
    Speaker - Exchange Traded Forum (Toronto)
    Radius Financial Education - 2014 Annual Forum Mar 2014 - Mar 2014
    Presentation - "10 Things I've Learned from Top-Performing Advisors"
  • The Covenant Group
    Executive Vice President
    The Covenant Group 2004 - 2010
    Toronto, Ontario, Ca
    Developed and delivered corporate-sponsored practice management solutions to financial services enterprises in Canada and the US.
  • Financial Concept Group/Assante
    Vice President, Western Canada
    Financial Concept Group/Assante 2002 - 2004
    Part of management team responsible for building a financial planning complex across Canada. Sold to industry consolidator Assante.
  • Hartman & Company Inc
    Founder & President
    Hartman & Company Inc 1991 - 2004
    Consulting services to the financial services industry from product design to marketing and distribution.
  • Planvest Financial
    President
    Planvest Financial 1998 - 2002
    Responsible for building a national financial planning complex across Canada.

George Hartman Skills

Wealth Management Investments Management Consulting Strategic Financial Planning Financial Advisory Strategic Planning Investment Advisory Coaching Financial Services Retirement Planning Financial Planning Business Strategy Portfolio Management Mutual Funds Business Planning Public Speaking Asset Allocation Investment Strategies Executive Coaching Marketing Strategy Leadership Investment Management Retirement Asset Management Practice Management Organizational Development Insurance Small Business Finance Securities Wealth Risk Management High Net Worth Individuals New Business Development Financial Planners Wealth Management Services Succession Planning Research Personal Finance Practice Valuation Advisor Succession Planning

George Hartman Education Details

  • Value Builder System
    Value Builder System
    Business Value Maximization
  • Wilfred Laurier University
    Wilfred Laurier University
    Business Administration; Business Administration And Marketing

Frequently Asked Questions about George Hartman

What company does George Hartman work for?

George Hartman works for Ultimate Practice

What is George Hartman's role at the current company?

George Hartman's current role is Author, Keynote Speaker, Consultant, Coach.

What is George Hartman's email address?

George Hartman's email address is gh****@****ive.com

What is George Hartman's direct phone number?

George Hartman's direct phone number is +141648*****

What schools did George Hartman attend?

George Hartman attended Value Builder System, Wilfred Laurier University.

What are some of George Hartman's interests?

George Hartman has interest in Management Consulting, Financial Advisor Development.

What skills is George Hartman known for?

George Hartman has skills like Wealth Management, Investments, Management Consulting, Strategic Financial Planning, Financial Advisory, Strategic Planning, Investment Advisory, Coaching, Financial Services, Retirement Planning, Financial Planning, Business Strategy.

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