We help financial professionals build capacity in their practice and increase their revenue by up to 33% through our unique practice management programs. 

                                                                      

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guerrilla marketing for financial advisors

2nd Edition

Innovating Financial Advisors through Practice Management. Learn why the "Guerrilla Marketing " series has sold over 21 million copies worldwide. 


Get a FREE book preview including a checklist of practice management strategies. Or go to our favourite bookseller to purchase your copy today.  

Get your FREE Preview
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What people are saying about the new book 

Bill Bachrach; author Values-Based Financial Planning

“When it comes to growing your business, what could be more important than consistently implementing proven processes to acquire new clients? This book is loaded with action-able ideas to do exactly that!”


Patrick Kennedy, Co-founder PriceMetrix

In Guerilla Marketing for Financial Advisors, 2ND Edition Innovating Financial Advisors through Practice Management, Jay and Grant identify, and subsequently obliterate dozens of the most common barriers that stand between advisors and breakthrough growth. The result is one of the most comprehensive resources ever assembled for advisors looking to build a scalable, valuable financial practice. 


Charlie Spiring  Senior Vice-President and Senior Investment Advisor at National Bank Financial Wealth Management

"Great book. A must read for advisors building books in this new era".


FREE PREVIEW
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Resources 

For Financial Professionals 

Our practice management resources for financial advisors packed with expert advice...

PRACTICE MANAGEMENT RESOURCES

 
 

  

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Peopleskills workshop

October 13-15 2016 


Advisor Practice Management partners with 

Bill Bachrach to help you improve your “People Skills” so you attract better clients, implement full financial planning with prospects and clients, generate higher planning fees (up-front & ongoing), gather more assets, inspire clients to more quickly act on all your advice to fully implement their plans, and get more referrals. Join Grant Hicks and Bill Bachrach at the the next People Skills Workshop in October 2016 in San Diego.  

Join the Peopleskills Workshop
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About Advisor Practice Management


Advisor Practice Management is an independent organization specializing in practice management solutions to the financial services industry. We help financial professionals build their business through our unique coaching and consulting programs. We partner with organizations in the financial industry that focus on practice management processes for financial professionals.

Click here to learn more

Testimonials

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     "Grant is an esteemed go-to practice management guru. He's inspired and empowered me and many of my clients over the years to improve their operational and sales efficiencies. His work accelerates financial results and installs systems that increases the value of your business. If you're looking for consultation, advice, expertise and experience, Grant's your man. He'll deliver value with every conversation".                  Todd Mauney Business Development & Achievement Coach to Financial Professionals & Entrepreneurs at ROI Coaching Solutions www.myroicoach.com
     "Grant is an esteemed go-to practice management guru. He's inspired and empowered me and many of my clients over the years to improve their operational and sales efficiencies. His work accelerates financial results and installs systems that increases the value of your business. If you're looking for consultation, advice, expertise and experience, Grant's your man. He'll deliver value with every conversation".                  Todd Mauney Business Development & Achievement Coach to Financial Professionals & Entrepreneurs at ROI Coaching Solutions www.myroicoach.com

    Todd Mauney

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    Grant Hicks has been working with me over the last couple of years in providing coaching for my business. He provides us with great leadership and direction on preparing us for the CRM2, as well as developing our value proposition statement. We will continue to work with Grant as his information is cutting-edge and he is passionate about what he does. Grant knows his why, which helps him help us tremendously in our industry.          Cliff Wiegers, CLU, CH.F.C., B.Comm. Certified Financial Planner Wiegers Financial & Benefits Manulife Securities Investment Services Inc.                                                                       Grant has a gift when it comes to practice management. He is able to distill the complex into a simple achievable, high impact strategy. Francesco Lombardo, Family Enterprise Advisor at Veritage www.veritage.ca
    Grant Hicks has been working with me over the last couple of years in providing coaching for my business. He provides us with great leadership and direction on preparing us for the CRM2, as well as developing our value proposition statement. We will continue to work with Grant as his information is cutting-edge and he is passionate about what he does. Grant knows his why, which helps him help us tremendously in our industry.          Cliff Wiegers, CLU, CH.F.C., B.Comm. Certified Financial Planner Wiegers Financial & Benefits Manulife Securities Investment Services Inc.                                                                       Grant has a gift when it comes to practice management. He is able to distill the complex into a simple achievable, high impact strategy. Francesco Lombardo, Family Enterprise Advisor at Veritage www.veritage.ca

    Francesco Lombardo