Practice Management TrendsettersJanuary 19, 2016

Goals for 2016 ! 

By Grant Hicks, CIM 

Last year I personally invested a ton of time and money into my business, for one reason, I know if would add value to your business and help you have tremendous growth and success.

If you are looking for more ideal clients, finding ideal capacity ( managing ideal clients more and non ideal clients less) and creating your ideal lifestyle, Then I would like to challenge you.

You see, we all know we can accomplishing more, but holding you accountable for accomplishing what is in you, putting it all together with proven processes? This is my challenge to you for 2016 . I encourage you to share your business plans with me for the year. Please forward ( if you like to share and discuss) your business plan and marketing plans.  See attached link for the metrics on business plans, it is worth thousands to your practice. See Business health Pty Ltd  December newsletter for the metrics in the attached link.

If you do not have a business or marketing plan, then our next conversation should be how to create one for the year. I personally use one page business plans and can share my plan to help you build yours.

I would like to have a conversation and give you two ideas I know will add value to your business. One idea has to do with CRM2 that I have discovered in doing workshops with advisors across the country. the second idea I got from working with Bill Bachrach who trains only the best in the financial services industry in the United States.

I will follow up with your office in the next few weeks to see if you would set up a time to talk for 45 to 60 minutes and I will make our call valuable for your practice. Conversely, if you want to set up a time directly with me, email subject goals 2016 


 Advisor Practice Management’s goal is 

“ Helping Financial Advisors take action, to create 100 quality financial plans for their clients”.  “ To create 1 million quality financial plans through quality financial advisors”.  Ask your clients and prospects this question " What does a quality financial plan mean to you ? 

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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