Practice Management Trendsetters

April 24, 2024


2024's Ultimate Marketing Tip for Financial Advisors!


Welcome to Advisor Practice Management, where we empower financial advisors with cutting-edge insights and strategies for success. Join us as we equip advisors with tools for excellence in practice management, client relations, and marketing. Subscribe for industry updates, actionable tips, and resources to elevate your financial advisory career. Let's navigate the world of financial advising together and unlock new opportunities for growth and success!

In this video we discuss:

Discover the game-changing marketing strategy that will take your financial advisory practice to new heights in 2024. Don't miss out on this invaluable advice! Watch now and revolutionize your marketing game.

Click here to watch now

Our Practice Management resources - Comprehensive Practice Management checklist

https://practicemanagement.getresponsepages.com/

Ideal Capacity Coaching Program for Financial Advisors Summary

In this guide, you’ll learn how to build your ideal capacity and revenue as a financial advisor to help you create your ideal financial advisory practice. We will also send you our "Future Ready Practice Management guide 

https://idealcapacity.subscribemenow.com/ 

We are here to serve your practice, let’s talk

Contact us to help get clarity around your goals on paper, and have the goals conversation by contacting Grant at grant@ghicks.com or click on the link to set up a no-obligation 20-minute discussion https://my.timetrade.com/book/JMTNJ regardless if we work together, let’s have a chat and listen to your biggest practice management concerns to help you get clarity around your future business.

Grant Hicks, CIM, is President of Advisor Practice Management and co-author of “Guerrilla Marketing For Financial Advisors” 1st and 2nd editions. www.advisorpracticemanagement.com for speaking, workshops, or coaching, contact Grant at grant@ghicks.com  Grants combined financial advisor clients manage over 5 billion AUM, and earn over $50 million dollars combined! 

Enthusiastically yours,


Grant Hicks, CIM, President
Advisor Practice Management
www.advisorpracticemanagement.com

PO Box 382 Lantzville BC V0R 2H0
Cell 403 970 8895
Email grant@ghicks.com  to book a meeting click here https://my.timetrade.com/book/JMTNJ  

PS Where do you want your financial practice to be at the end of 2025? AUM, Revenue, and time off? 

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Grant Hicks
Advisor Practice Management