image
image

Research

Business Health Pty. Ltd

Global Practice Management Partner
image

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
image

 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 Atlanta, Georgia this fall and attend the next People Skills Workshop, November 13-15, 2015 at a special Advisor Practice Management reduced tuition.

www.peopleskillsnetwork.com and use promo code APM1K.

Proven advisor processes

Advisor Practice Management partners with Bachrach & Associates, Inc. to help advisors and financial firms focus on the current market trends and issues that Financial Advisers are facing right now all over the world including:

Robo-Advising, Fixed-Fee for Advice, Transparency and how to generate more business revenue now AND in the next 10-20 years.

www.billbachrach.com 

Advisornet Communications

Strategic Partner
image

 

Advisor Practice Management partners with AdvisorNet Communications to help Financial Advisors improve
their client relationships through the use of high-quality, maintenance-free websites and e-newsletters.

In today’s fast-paced digital world, successful Financial Advisors use interactive, online marketing tools to stay
“Top-of-Mind” with existing clients and engage with potential clients.

With over 25 years of financial industry experience, AdvisorNet has a deep understanding of the marketing and
business challenges faced by busy financial advisors.

Our easy 6-Step process means that every financial advisor can have a professionally-created, client-pleasing
website and e-newsletter fully operational within just a few days after submitting an application.

 

www.advisornet.ca 

 

AdvisorStream

Strategic Partner
image

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 

Queenston Consulting

Strategic partner
image

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
image

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