Practice Management TrendsettersJuly 14, 2017


Probability of success in reaching your goals

 

 

Hello, I hope all is going well with you this summer and you're taking some well deserved time off to sharpen the saw!

I discussed Monte Carlo Simulation software and the probability of success of reaching your client's goals. There is a free tool that can give you an example of that, and more. Check it out 

https://www.portfoliovisualizer.com/

I am also off to speak in Kelowna at Advocis Eduvacation conference as well as Banff School, Lake of the woods for a private wealth company conference and Bill Bachrach's conference in San Diego this summer.  

If we don't connect and miss a month this summer, the month will be added on in the future, as I keep track of it.  

If you want to set up a practice management discussion, email me at grant@ghicks.com or go to my online calendar by clicking below. 

https://www.timetrade.com/book/KSDJS

Have a great weekend and a great summer.   

Enthusiastically yours, 

Grant Hicks, CIM 

 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
www.advisorpracticemanagement.com

909-17th Ave SW, 4th Floor
Calgary, Alberta  T2T 0A4
Tel  587 390 3148
Cell 403 970 8895
Email grant@ghicks.com   

PS Where do you want to be in 3 years?

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