December 16, 2019

Look forward to 2020 with clarity 

As this year draws towards an end, one door closes and another one opens. I wish you and your family all the best this holiday season and I look forward to connecting in 2020. 

Next year brings some exciting developments for Advisor Practice Management including:

Speaking to Manulife Vietnam financial advisors in January in Ho Chi Minh City and Hanoi Vietnam 

New ebook coming in 2020 on practice management for financial advisors  

Several webinars and additional speaking engagements ( We will keep you posted on our upcoming webinars ) 

Returning judge for the Wealth Professional Awards for elite financial advisors in Canada  in Toronto in 2020 https://wpawards.ca/methodology/jury 

A growing list of corporate clients for workshops including MGA's, insurance companies, investment dealers and mutual fund companies

A growing list of coaching elite advisors and their teams, including financial advisors, wealth managers, insurance agencies, mortgage brokers, accountants, portfolio managers, branch managers, wholesalers, and mutual fund executives. 

Thank you to those financial advisors for your favorable introductions to financial professionals looking for a practice management expert in 2019, it is greatly appreciated.

Strategic partnerships with: 

Insurance Webx for educational webinars 

Bill Bachrach for the advisor roadmap tools, resources, and webinars  

Business transition experts including buying and selling books of business ( ask me about opportunities)  and lending for business opportunities 

Succession experts and more practice management tools and resources 

Software partnerships with several firms including Tom Deans of Willing Wisdom https://willingwisdom.com/

Valuation experts such as Truelytics https://www.truelytics.com/

 Dane Aulph of https://www.advisorresearchgroup.ca/

This year we created more materials than ever including our "Exclusive fee audit, prospecting guides, practice management checklist, beneficiary audit guides" and more to help advisors acquire more ideal clients while adding more value to their best clients  

I hope you have your plans all mapped out for 2020.

The statistics are compelling. 72% of financial advisors do not have a business or marketing plan. The 25% of advisors that have a plan, earn 41% more than advisors who do NOT have a plan. The 3% of advisors that have a written plan and an implementation schedule (the plan of action) and have someone holding them accountable, earn 246% more than an advisor who does NOT implement. WOW a written plan and someone to hold them accountable earn 246% more revenue than advisors who have no plan and no accountability. (Source: Business Health Key Value Drivers USA 2016 Business Health PTY Ltd)  

Let’s talk

If any of this resonates with you, let’s have a brief discussion on what’s holding you back from accomplishing more in 20120? No obligation, as I only have a few coaching spots available to start the year. If you want to build your ideal practice, acquire more ideal clients, deliver more value to your best clients or run your practice more effectively, then click on the link to set up a call, https://my.timetrade.com/book/JMTNJ

or email me at grant@ghicks.com for our “Practice Management checklist and coaching guide”

Finally, I would like to share a great read from Tony Robbins. 

Tony Robbins’ Ultimate Guide to Your Best Year Ever. Thoughts for planning 2020!   My favorite part is:  What is my core passion? Once you’ve identified what you’re here to serve, connect to your core passion. Ask yourself why you want to pursue it.“The most successful people on earth know what they’re here to deliver and they know why,” Robbins says. “And then you figure out how.”

 Happy holidays and Enjoy……… 

https://www.success.com/tony-robbins-ultimate-guide-to-your-best-year-ever/?mpweb=574-7482277-495506146

 Advisor Practice Management’s goal 

“ Helping Financial Advisors take action, to create 10,000 comprehensive financial and investment plans for their clients”.  Ask your clients and prospects this question " What does a comprehensive financial and investment plan mean to you?  

Let’s work on your business together. Email us for your copy of our "Exclusive prospecting strategy checklist, or fee audit guide" to acquiring more ideal clients. Email grant@ghicks.com  

Enthusiastically yours,

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

Suite 1625-246 Stewart Green, SW
Calgary, Alberta  T3H 3C8
Cell 403 970 8895
Email grant@ghicks.com   

PS Where do you want to be in 3 years?

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