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Welcome

Welcome

Where top advisors go to for elite PRACTICE MANAGEMENT

Advisor Practice Management is an independent organization specializing in elite practice management strategies for financial advisors and financial institutions. We help financial professionals acquire ideal clients, and increase their revenue, through proven value added processes and strategic  practice management processes.   

Find Out More
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Exclusive Prospecting Checklist 

Looking for more ideal clients? 

Download our "Exclusive prospecting checklist" to help acquire more ideal clients this year. Discover:

Key processes to finding and acquiring more ideal clients for financial advisors

How to enhance your offers and your value promise

Blog on the best practice management strategies to help you manage and build your financial advisor practice 

 

Exclusive prospecting checklist
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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 

Listen here
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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   

Listen here
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3 free chapters PRACTICE MANAGEMENT RESOURCES FOR FINANCIAL ADVISORS

Tools and resources for your financial advisory practice

PRACTICE MANAGEMENT RESOURCES FOR FINANCIAL ADVISORS

Tools and resources for your financial advisory practice

Download 3 FREE chapters of the book

"Guerrilla Marketing For Financial Advisors" 2nd Edition and discover strategies to acquire more ideal clients this year.

Practice management tools

WHAT PEOPLE ARE SAYING ABOUT GRANT HICKS CIM and jordan rosenberg

  • "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

RESOURCES

For Financial Professionals

Our practice management resources for financial advisors packed with expert advice... Pick up a copy of our latest book on practice management  

Click Here 

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