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.
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".
Regional Vice President Investment Sales, Western Canada,
Desjardins Investment Products
Grant always draws a large audience and provides real value by delivering a clear message, and real, timely and executable deliverables that advisors at every level can implement immediately in their practises. Advisors walk away from his presentations with useful tools, not just platitudes. This is because Grant has two assets that he brings to bear: Experience. He has practised what he preaches. And Passion. He cares deeply for our industry and wants to help our Advice Industry to continue to grow and provide real value to Canadians.
I have seen Grant speak countless times, and two things continue to surprise me: 1. How ill prepared the average advisor is to deal with the imminent changes to our industry, and 2. How practical and relevant Grant’s message is.
Our practice management resources for financial advisors packed with expert advice...