Welcome

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 acquire ideal clients in their practice and increase their revenue, through three unique practice management processes. Acquire, Communicate, Manage

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listen to our latest podcast

How to find your ideal clients without relying on referrals. In order to be a successful financial advisor, you need to be able to find and acquire the clients who are right for your practice, service those clients, and manage your business efficiently. That can be harder than it sounds, especially for new advisors or for those who have hit a plateau in their growth. Today’s guest provides coaching services that are aimed at helping financial advisors manage their practices in a way that prepares them for the future. by Grant Hicks, CIM

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Practice management podcast 2019

Grant Hicks of Advisor Practice Management and author of "Guerrilla Marketing For Financial Advisors" joins Mike Langford and Carla McCabe of Truelytics to explore the most important practice management themes for 2019. www.truelytics.com

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the future is about advice

Advisor Practice Management’s goal is

“ Creating Future Ready Financial Advisors

by implementing quality financial and investment planning advice, not just products, for their ideal clients”. Are you "Future Ready?

WHAT PEOPLE ARE SAYING ABOUT GRANT HICKS CIM

"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!”

"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!”

★ ★ ★ ★ ★

Bill Bachrach: Author Values-Based Financial Planning
"Great book. A must read for advisors building books in this new era".

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

★ ★ ★ ★ ★

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

"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."

★ ★ ★ ★ ★

Patrick Kennedy: Co-founder PriceMetrix
“The search stops here! I am never disappointed visiting this establishment. Attention to detail, friendly service – what more can you possibly ask for?”

“The search stops here! I am never disappointed visiting this establishment. Attention to detail, friendly service – what more can you possibly ask for?”

★ ★ ★ ★ ★

Chris Wright: Regional Vice President Investment Sales, Western Canada, Desjardins Investment Products