Practice Management TrendsettersSeptember 18, 2017

Acquiring more ideal clients in 2017

If you are like most elite advisors, growing your practice by acquiring ideal clients is one of your goals this year. However, there is never enough time to build a process for ideal clients, so we keep acquiring average clients. Then you run into capacity issues to service all of your clients, only to lose a good client because lack of service. Sound familiar? Well, I have great news for you. First, we have expanded our coaching program to include proven online training, video’s and scripts, ( podcasts coming soon) so you have the process in writing. Check out our updated website and video’s here

Second, I have been working with Bill Bachrach and I am excited to share with you a new program to help you build your ideal client acquisition process. The program is called the “AdvisorRoadmap™ Virtual Training Platform”.

I've gotten great feedback about Bill’s training, but for those of you who really want to grow your business, how do you know if Bill's AdvisorRoadmap™ program is for you?

The AdvisorRoadmap™ Virtual Training Platform is for you...

● If you are always questioned about your fees and want those fees to be bigger, not discounted. 
● If you have ever been frustrated with clients who procrastinate or don’t implement all of the advice from your planning process.
● If you would like prospects and clients to say, “let’s get started now” instead of “we’d like to think it over.”
● If you would like to be more effective at acquiring new clients who pay a fee that aligns with the true value of your comprehensive planning and advice, from the beginning of the relationship.
● If you would like to learn how to convert existing clients to full-service, fee-paying financial planning clients.
● If you would like to have a repeatable process that inspires clients to consolidate all of their money and financial services business with one advisor: YOU!
● If you like the idea of dramatically simplifying your life while simultaneously increasing your income by having a smaller number of clients (50 or fewer) who each pay you 5-figures per year for planning, advice, and accountability.
● If you would like for prospects and clients to come to your office, with all of their financial documents, and their spouse for the first, and every, meeting.
● If you have any concern at all that your relationship with the wife is not is strong as your relationship with the husband. (70% of widows fire their advisor within 12 months of becoming widowed.)

Enroll now in the AdvisorRoadmap™ Virtual Training Platform

Inside of the member's area, you'll get instant access to interactive training courses, videos, scripts, demonstrations, and high-value resources to help you master the repeatable processes that are crucial to acquiring and serving Ideal Clients.
For a fraction of the value of one good client, you get a lifetime of proven training to attract and serve ideal clients.

Enroll now in the AdvisorRoadmap™ Virtual Training Platform

The only question is:
What kind of impact can this training have on YOUR business?
You will be *kicking* yourself if you go to another meeting where you don't sign up the client in the first meeting and you wonder what could have happened if you would have learned a process that's been proven to work over and over again.You can get started today, learn the process, set up appointments using the scripts we give you, and start getting more clients, or elevating the value of your existing clients.

Enroll now in the AdvisorRoadmap™ Virtual Training Platform

Join now and I look forward to hearing your success story!
I am extremely confident the training you'll go through the inside of the AdvisorRoadmap™ Virtual Training Platform will help you capitalize on all of the disruptions happening in the industry right now, and will get you to your goals faster.

Enroll now or email me at if you would like more information if this is right for your practice. Check out the demo video online!

Enroll now in the AdvisorRoadmap™ Virtual Training Platform

Envision that you have already accomplished your most important goal for your business today. How does that make you feel? Act as if it has already been done.  The message is clear, the best advisors spend more time on servicing clients BECAUSE they have invested the time and energy to put their processes in place.

 Advisor Practice Management’s goal is 

“ Helping Financial Advisors take action, to create 100 quality financial and investment plans for their clients”. My mission if you choose to accept it is “ To help advisors to create 1 million quality financial and investment plans for people”.  Ask your clients and prospects this question " What does a quality financial and investment 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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