Resources

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AdvisorRoadmap™ Virtual Training for Financial Advisors

http://www.youradvisorroadmap.com/apm/

Bill Bachrach’s AdvisorRoadmap™ Virtual Training for Financial Advisors is a web-based, virtual training platform unlike anything in the industry.

You will experience a self-guided, online virtual training platform packed with interactive training courses, videos, scripts, demonstrations, and high-value resources to help you master the communication skills and repeatable processes that are crucial to acquiring and serving Ideal Clients. 

Click here to learn more
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Favorable introduction program

Earn cash or free coaching 

The Program 

“Cash/ Visa gift card or Coaching” is both an incentive and an appreciation program, and it’s very simple. For every client you refer to Advisor Practice Management Coaching, you will receive $300 cash or $300 prepaid visa card or one month free coaching, your choice. Refer 3 clients who sign up and that’s $900 cash or a $900 prepaid visa card or 3 months free coaching. To receive the free coaching, you do not need to be an existing client of Advisor Practice Management.

Refer us a client who signs up, and we’ll pay you or you can become a client with the first month of free coaching ( a $400 value for individual clients )

All you have to do is send an email to Grant at grant@ghicks.com with the names of financial advisors interested in coaching. If they sign up for our program, you get your choice of cash, visa prepaid card or one month of free coaching.

Note: Sign up means an annual commitment to the Advisor Practice Management Capacity Coaching program. For more details on the program, email grant@ghicks.com for details and we will also send you our Exclusive prospecting strategy checklist. Advisor Practice Management reserves the right to change or cancel the program at any time. 

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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  

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the " future ready financial advisor"  

 

In this 47 page whitepaper, you’ll learn how to become a "Future Ready Financial Advisor". It includes a comprehensive practice management checklist to help you create your ideal financial advisory practice.  

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practice management in 5 minutes

 

Sign up for our blog on key practice management processes to save you time, build key processes and acquire more ideal clients.  

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Practice management checklist 

 

Access our comprehensive 11 page comprehensive "Advisor Practice Management" checklist to see where your practice stands.  No signup needed. 

Click here
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profit drivers

 

Download this chart to see what the 10 key practice management profits drivers are and the percentage increase in revenue they generated.  

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Podcast  

Podcast with Bill Bachrach 

Here is a video and podcast done with Bill Bachrach in San Diego 

 

 

Video link
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3 free chapters 

 

Download 3 FREE chapters of the book

"Guerrilla Marketing For Financial Advisors" 2nd Edition - Innovating financial professionals through practice management.  

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 ( Remember to check with your compliance office before proceeding with any marketing activity) 

Order your copy of "Guerrilla Marketing For Financial Advisors 2nd Edition" at your favorite bookseller below

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