Practice Management TrendsettersOctober 24, 2015

Exclusive Webinar invite for Financial Advisors with Bill Bachrach  

You’re invited !  I’m holding a special training webinar with fee ready expert Bill Bachrach - Tuesday, Oct 27, 2015 12:00 PM - 1:00 PM Mountain Time zone ( Calgary time),

Where Bill will  walk you through “ Mastering the art of client acquisition and critical conversations”.   

Register here right now:

Or check out our  video to learn more….

Here’s just a taste of what you’ll learn on this special online training webinar with Bill Bachrach of Bachrach and Associates: 

During this webinar, Bill Bachrach will discuss : the 7 Critical Conversations to building and maintaining a seven-figure financial advice business.

  • Critical Conversation #1: Mastery of the first conversation.
  • Critical Conversation #2: Mastery at scheduling the appointment.
  • Critical Conversation #3: Mastery at opening the first face-to-face meeting.
  • Critical Conversation #4: Mastery at making an emotional connection.
  • Critical Conversation #5: Mastery at helping people define clear goals.
  • Critical Conversation #6: Mastery at financial benchmarking.
  • Critical Conversation #7: Mastery to articulate your value promise.
  • During this informative what-to-do webinar, presented by Bill Bachrach, you will learn specific action-able people skills that will help you acquire and retain Ideal Clients.

Invest one hour ( for free)  into building and maintaining a seven-figure financial advice business with fee ready expert Bill Bachrach. You will be glad you did !

If you have any questions feel free to email me. This will be a solid investment into your business. 



Advisor Practice Management’s goal in all of our initiatives is to elevate standards of practice for financial advisors and their teams. Remember, any marketing initiative should include communication with your compliance team.

Let’s work on your business. Start by emailing us. Why not? 

Enthusiastically yours,

Grant Hicks, CIM, National Director Practice Management
Advisor Practice Management

909-17th Ave SW, 4th Floor
Calgary, Alberta  T2T 0A4
Tel  587 390 3148
Cell 403 970 8895

PS Where do you want to be in 3 years?

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