November 08, 2017
"Beyond the Portfolio. How the Singularity, Exponential Technologies, and Artificial Intelligence Will Impact Your Life, Your Clients’ Lives and the Quality of Your Advice."
Happy Wednesday! Hope you’re doing well.
Reaching out today to let you know of some very valuable FREE resources advisors may be interested in checking out!
First, we have a LiveStream of Bill Bachrach’s keynote speech at the recent Fa Mag Inside Alternatives Conference, "Beyond the Portfolio. How the Singularity, Exponential Technologies, and Artificial Intelligence Will Impact Your Life, Your Clients’ Lives and the Quality of Your Advice."
In this presentation, advisors learn about the Singularity and how you can create a business that’s agile, adaptable, and flexible enough to serve their clients' needs for many years to come.
Click here to view the Keynote Livestream Replay.
Secondly, Bill recently did a Livestream of our most important process in getting hired during the initial client meeting. He brought in high net worth individuals to our office in San Diego to go through a LIVE demonstration of the Values Conversation™, which is known to dramatically improve the chances of your advisors getting hired, clients doing ALL of their business with your advisors, and referring them to their friends, family, and colleagues.
Click here to view the Values Conversation Livestream Replay
Bill and I think you will appreciate these free gifts and the advantage of reviewing them, it has the possibility of changing their business dramatically!
If you want to learn better scripts and would like to have a community of Ideal Clients, check out a complete online coaching program developed by Bill Bachrach by clicking here
Make it a great day!
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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