Research

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Bachrach and Associates 

Strategic Partner

Advisor Practice Management partners with Bill Bachrach to help financial advisors 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 2019. Learn about the AdvisorRoadmap Virtual Training for Financial Advisors. 

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Business Health Pty. Ltd Australia 

Strategic 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.  

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Willing Wisdom Index™

 

The Willing Wisdom Index™ is a clever, easy to use digital marketing tool designed to help advisors on-board the most neglected and under-serviced HNW clients in your community. These HNW prospects share one common feature — they are one of 137 million US and Canadian citizens who are without a legal will. We'll help you find them. Click the link to demo this incredible tool. 

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Snap Projections 

Strategic Partner 

 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.   

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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.   

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Advisor Finance Inc. 

Strategic Partner

Advisor Practice Management partners with Advisor Finance Inc.who is your ideal lending partner. They not only offer practice acquisition funding, they  also offer years of experience in small business financing and financial advisory business acquisitions and sales. www.advisorfinance.ca 

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Advisor Research Group 

Strategic Partner and guest contributor

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.

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Insurance Webx

Mentor 

Grant Hicks , CIM is a regular contributor and an InsuranceWebX Featured Mentor, helping financial advisors find more ideal clients and grow their ideal business through key practice management strategies. Join Grant's latest webinar. 

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Iris

Contributor

 IRIS is a collection of vetted experts, in unique areas that offer information and services to make managing your business and interacting with your clients more impactful.   

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Financial tech tools 

Strategic Partner

Advisor Practice Management partners with Financial Tech Tools. Deal with a financial services and tech expert, Angelina Hung, CFP, CLU, CHS, EPC at Financial Tech Tools can talk about insurance, investments and create a professional website to help grow your business. 

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fsb content marketing

Strategic Partner

FSB has partnered with Advisorstream to create a unique version of their powerful automated marketing platform for financial advisors. This platform allows you to leverage fully-licensed content to create strong client and prospect engagement. FSB has added our insurance focused content, marketing email templates and extensive industry experience to help you start the conversation with your clients, prospects and referral sources using our content marketing strategies.

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Quotemedia

Strategic Partner

Advisor Practice Management partners with Quotemedia.  The Company's diversity of technical expertise, its agile responsiveness to custom corporate requirements, and its proven commitment to superior delivery technologies have established QuoteMedia as a frontrunner in the financial market data industry.

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