The difference between becoming successful and failing is just a matter of using the right strategy.
As a financial advisor, you’re likely busy helping clients achieve their financial goals daily. However, planning for your business’s growth is also essential to ensure long-term success. The goal of practice management is for advisors to gain clarity around their goals. So how do you get a deeper sense of clarity around your goals?
In this exclusive webinar we discussed:
First Speaker: Grant Hicks
Grant Hicks, is a practice management expert, author and President of Advisor Practice Management, a consulting firm for the finance industry. Grant has over 32 years of experience in practice management for financial advisors. Grant's combined financial advisor clients manage over $5 billion AUM and earn over $50 million combined! 💸 FUN FACT: Grant played professional hockey in Europe before starting in the financial industry! 🏒
Second Speaker: Tony Bosch
Tony Bosch, CFP, is the Executive Vice President of Broker Development at HUB Financial. He founded Complete Brokerage Services Inc. to assist individuals by nurturing brokers internally and helping clients find the right path to financial security. Having worked as an advisor coach for 33 years, he deeply understood what kind of support advisors would need and wanted to help develop others' passions and skills. Fun FACT: Tony helped out in his family's bakery as a child, giving him a taste for entrepreneurial endeavours at an early age! 🍞
Third Speaker: Brandon Chapman
Brandon is a Certified Financial Planner and the founder of AdvisorFlow. His mission is to empower all advisors to provide an elegant digital user experience that increases conversion, transitions admin hours into advice hours, and ultimately helps more Canadians access real financial advice from a trusted advisor.
We've broken the webinar into 7 different sections for you to get a quick and thorough walkthrough, incase you were not able to attend the live stream.
AdvisorFlow is a digital software for all financial advisors. We simplify data gathering for financial advisors while enhancing the client onboarding and compliance experience. Register today to automate your practice and save hours daily.
Please email us at hello@advisorflow.ca for any feedback you may have or suggestions on what topic you'd like us to host an event on next.
