Ideal Clients

To see the full article click here  https://www.wealthprofessional.ca/news/emerging-markets/the-key-to-scaling-your-advisory-business-241937.aspx  The successful advisors of the past will not be heading the field in the future, according to a leading practice management consultant. Grant Hicks, president and national director of Calgary-based Practice Management, will address the theme of “Taking Your Business to...

In the recently posted article "How To offer More To Your Ideal Clients" by Grant Hicks dives deep into key questions pragmatic financial advisors in 2018 should be asking themselves. COMPETITION  Grant starts his article with this one question: "Who is your competition? Can you confidently make that...