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 by 33% or more, through unique practice management processes.

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ADVISORROADMAP™ VIRTUAL TRAINING FOR FINANCIAL ADVISORS

Bill Bachrach’s AdvisorRoadmap™ Virtual Training for Financial Advisors is a web-based, virtual training platform unlike anything in the industry.

You will experience a self-guided, online virtual training platform packed with interactive training courses, videos, scripts, demonstrations, and high-value resources to help you master the communication skills and repeatable processes that are crucial to acquiring and serving Ideal Clients.

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Our Mission

Advisor Practice Management’s goal is

“ Helping Financial Advisors take action, to create quality financial and investment plans for their clients”. My mission if you choose to accept it is “ To help financial advisors to create 1 million quality financial and investment plans for their clients”.

Ask your family this question

" What does a quality financial and investment plan mean to you?"

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
"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
"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
“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