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

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 or go to my online calendar by clicking below.

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

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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