Grant Hicks at Advisor Practice Management

Ideal client acquisition for financial advisors

Ideal client acquisition for financial advisors Advisor Practice Management is an independent organization specializing in elite practice management strategies for financial advisors and financial institutions. We help financial professionals acquire ideal clients and increase their revenue, through our proven "Comprehensive Financial Advisor Pra...

The Smart Response to ‘I’m Already Working With an Advisor’

The Smart Response to ‘I’m Already Working With an Advisor’ Let's look at how you can tactfully keep your name top of mind with those who already have another advisor.

6 Key questions to ask before your client appreciation event

6 Key questions to ask before your client appreciation event Before engaging in your next event, ask yourself six essential questions to determine if these events fit your personality and practice

How To Organize An In-Person Retreat For A Virtual Team

How To Organize An In-Person Retreat For A Virtual Team With a cohesive theme guiding the agenda and a checklist of tasks, a team leader can organize an in-person retreat that can bring a virtual team together.