July 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
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 firstname.lastname@example.org or go to my online calendar by clicking below.
Have a great weekend and a great summer.
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?
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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