Practice Management TrendsettersMay 4, 2020


Practice management in challenging times WEBINAR. Strategies to add more value than any other financial advisor to business owners. 

On Wednesday, May 6th at 11 am Calgary time,  Join guest Tom Deans, Ph.D. Bestselling author of " Every Families business" 12 common sense questions to protect your wealth. Tom and Grant will discuss how to attract more successful entrepreneurs into your business and open conversations during this critical time in history. 

Grant and Tom will also discuss:

How to target ideal business owners? How are you going to add more value to ideal business owner prospects?
Looking to acquire wealthy business owner clients this month?
Risk management discussions for individuals and business owners?
Comprehensive succession and transition planning webinars?

Every financial advisor is struggling because their marketing is not working in this changing environment. Don't wait for this to be over, join us by clicking the link below to join the webinar on Wednesday, May 6th at 11 AM Calgary time. 

https://us02web.zoom.us/webinar/register/WN_8K3xZI4aRRaYtrofN11e4Q  or click 

https://bit.ly/3aZJF76

Check out the Willing Wisdom Index. a tool to engage successful entrepreneurs in challenging times. 

The Willing Wisdom Index takes 5 minutes to show you a probability of success in reaching your estate goals. COPY AND PASTE http://tinyurl.com/yxnvxcda 

Watch video on The Willing Wisdom Index and estate planning

https://www.youtube.com/watch?time_continue=4&v=RO2Js-7NONM&feature=emb_logo    or click here https://tinyurl.com/y9n2bz8m

Please feel free to forward this email to other financial professionals

“We encourage all recipients of this newsletter to share with colleagues. We have also committed to providing extended consultations to any financial advisors who want to grow their business during this challenging time. This, of course, would be 100% complementary, as we strongly believe all financial advisors should have access to high-level practice management and practice growth during these difficult and stressful times.

If you want to chat anytime, Please access my online calendar using the link BELOW (Timetrade)

https://my.timetrade.com/book/JMTNJ   

Stay safe, support each other, and chat soon. 


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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Grant Hicks
Advisor Practice Management