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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.
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?"
"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!”
"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."
"Great book. A must read for advisors building books in this new era".
“The search stops here! I am never disappointed visiting this establishment. Attention to detail, friendly service – what more can you possibly ask for?”
Our practice management resources for financial advisors packed with expert advice...
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