Research

Business Health Pty. Ltd

Global Practice Management Partner

Business Health comprises a team of uniquely qualified professionals, strategically located across Australia, with the ability to deliver results locally or globally as required. Internationally, including the United States, South Africa, Hong Kong, Singapore, UK and New Zealand, Business Health has established a reputation for innovation and cutting-edge solutions. Our experience in the financial advisory environment, enhanced by an extensive up-to-date knowledge of international factors and trends, positions us to offer significant expertise in the area of practice management.

Business Health - helping successful business owners make informed decisions and implement proven solutions.

Business Diagnostics  Business Health Tools & Templates  Packaged Programs

Manufacturer, Vendor and Distribution Management Support Strategic Consulting & Analysis Research

http://www.businesshealth.com.au

Bachrach and Associates

Strategic Partner

www.youradvisorroadmap.com/apm/

Advisor Practice Management partners with Bill Bachrach to help you improve your “People Skills” so you attract better clients, implement full financial planning with prospects and clients, generate higher planning fees (up-front & ongoing), gather more assets, inspire clients to more quickly act on all your advice to fully implement their plans, and get more referrals. Join Grant Hicks and Bill Bachrach in San Diego summer 2018. 

Proven advisor processes

Advisor Practice Management partners with Bachrach & Associates, Inc. to help advisors 

AdvisorRoadmap™ Virtual Training for Financial Advisors

Elevate Client Value. Grow Your Business.AdvisorRoadmap™ Virtual Training for Financial Advisors

Elevate Client Value. Grow Your Business.  

www.youradvisorroadmap.com/apm/

strategic partner: snap projections financial and retirement planning software

 

Advisor Practice Management partners with Snap Projections.Snap Projections helps financial advisors, planners and investment managers deliver more value and make investing more meaningful to clients. Advisors educate clients to help them make better financial decisions through simple yet powerful financial & retirement planning software. 

https://snapprojections.com 

AdvisorStream

Strategic Partner

AdvisorStream is the only marketing solution licensing and curating thousands of articles and videos daily through exclusive partnerships with the world’s most trusted news sources, including The New York Times, Forbes, Reuters, The Globe and Mail, and more, for advisors to leverage across all channels: with full automation.

www.advisorstream.com 

Advisor finance inc

Are you dreaming of successful advisory practice growth or succession planning?

Advisor Finance Inc. is your ideal lending partner. We not only offer practice acquisition funding, we also offer years of experience in small business financing and financial advisory business acquisitions and sales. If ready you're to talk, click here https://www.advisorfinance.ca 

https://www.youtube.com/watch?v=D1HLamfu3hs&t=31s 

Queenston Consulting

Strategic partner

Queenston is the leading Canadian company specializing in business valuations of the financial product distribution industry. There is three basic services that result from our experience and knowledge of valuations:Business Valuations , Consulting projects, Mergers and acquisitions. 

www.queenston.net 

Advisor Research Group 

Strategic Partner

Advisor Research Group is a Canadian independent information service for Financial Advisors and Investment professionals. Grant Hicks is a guest editor on practice management research.


www.advisorresearchgroup.ca
www.advisorresearchgroup.ca/retireability-score