Practice Management Trendsetters
January 31, 2017

Ideal Client Acquisition Mastery 

By Grant Hicks, CIM 

Join me in San Diego this summer!

Advisor Practice Management is committed to your long-term success as much as you are – that’s why we’ve partnered with Bill Bachrach and Bachrach & Associates, Inc. to present a 3-Day Client Acquisition Mastery Workshop from August 16th-18th 2017 in San Diego, CA that will help you master the seven critical conversations to build and maintain your ideal practice so you can live your ideal life. 

Consider investing in yourself by registering for the AdvisorRoadmap Client Acquisition 3-Day Workshop!

During this Workshop, you'll experience the guided practice required to develop the skills necessary to more rapidly acquire Ideal Clients.

3-Day Workshop Dates and Location:

Dates: August 16th - 18th

Location: Beautiful and sunny San Diego, CA

Venue Name / Address: San Diego Mission Valley Marriott

8757 Rio San Diego Drive

San Diego, CA 92108 

View the complete Workshop agenda here 

Please let me know if you have any questions.


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?

STATEMENT OF CONFIDENTIALITY The information contained in this email message and any attachments may be confidential and is intended for the use of the addressee(s) only. If you are not an intended recipient, please: (1) notify me immediately by replying to this message; (2) do not use, disseminate, distribute or reproduce any part of the message or any attachment; and (3) destroy all copies of this message and any attachments.