Practice Management TrendsettersSeptember 25, 2016


As a top financial advisor, how do you define your ideal client? 


What are the 3 most important criteria that define your 'Ideal Client?'
• Financial delegators?
• Take action on your advice?
• High-net-worth? Refer often?
• Happily pay your fee?
• Not too market sensitive or performance-oriented?
• Interesting people leading interesting lives?
• Engaged in goals-based planning?
• Philanthropic?
• What else?

How many more Ideal Clients do you want?

Take action to improve your Ideal Client Acquisition skills. Download your complimentary copy of Bill Bachrach’s new “enhanced” eBook The Confident Advisor; How to Thrive in the New World of DOL Fiduciary Standard, Digital-Advisors, and the 5 Other Critical Industry Disruptions.

This eBook contains mini demonstrations, videos, audios and additional tools to help you
• get more clients,
• generate more revenue and
• become more refer-able.

It’s free… no strings attached.

Go to and download it right now.

My friend Bill did an amazing job creating this powerful eBook that is so much more than just a book. You have to check it out!

"I want to put a ding in the universe." - Steve Jobs

Here’s to Your Greater Success,

Grant Hicks CIM President of Advisor Practice Management

 Advisor Practice Management’s goal is 

“ Helping Financial Advisors take action, to create 100 quality financial plans for their clients”. My mission if you choose to accept it is “ To help advisors to create 1 million quality financial plans for people”.  Ask your clients and prospects this question " What does a quality financial plan mean to you ? Let me know if I can help you grow your practice. 

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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