Ultimate Practice is an amalgam of people, ideas, concepts, processes, insights, training, and tools dedicated to helping financial advisors around the world create a practice that is as successful as they want it to be. By doing so, they will realize the maximum monetary value of their business when they exit and leave the legacy they want and deserve.
George Hartman is the driving force behind Ultimate Practice. His (almost) 50-year career as an advisor, executive, coach, and consultant spans the insurance and investment industries.
He is an insightful industry observer and prolific writer, having published five best-selling books for financial advisors, including:
For more than 15 years, George has written The Coach’s Forum for monthly Canadian trade journal Investment Executive and is a regular guest on Building Your Business television broadcast on IE:TV.
George has been a keynote speaker at dozens of conferences around the world, including four appearances at Million Dollar Round Table (MDRT) and Top of the Table annual meetings. As one of the industry’s best-known advisor strategists, practice management mentors, practice valuation and succession planning experts, he coaches top-performing advisors in Canada and the US and consults with financial firms on their business strategy and succession plans.
Julie Bredin has a 25-year career as an executive and entrepreneur, with a focus on branding, marketing communications and research in the financial services industry. She spent her first 10 years on the corporate side in various marketing roles with Midland Walwyn, C.M. Oliver and TD Bank.
For the past 15 years as an entrepreneur, Julie has worked with both large and small organizations and financial advisor practices on various research and marketing communication projects to energize and elevate brands, drive sales and improve client experiences.
Her personal understanding of the the important role financial advisors play in society has enhanced her passion for crafting and delivering compelling messages that “tell the story” in a way clients react immediately and positively. A reputation for delivering high quality results and outstanding service has drawn many repeat clients to Julie’s work.
Julie recently received honours in the London School of Economics MBA Essentials program
| # of copies | Discount |
|---|---|
| 10 – 19 | 5% |
| 20 – 49 | 10% |
| 50 – 99 | 15% |
| 100 – 199 | 20% |
| 200 – 499 | 25% |
| 500 – 999 | 30% |
| 1000+ | 35% |
