Practice Management TrendsettersJanuary 10, 2018



 Join me for our webinar with Finaeo next week. Register for our WEBINAR: How Do You Build A Business In A Digital Era @

Finaeo helps financial advisors win in a digital era. By streamlining the administrative process from prospect-to-purchase, Finaeo helps financial advisors reduce the burden of manual paperwork and old processes. Instead, Finaeo helps advisors spend time on what matters; building real relationships with their clients and never letting anything fall through the cracks.

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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