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AdvisorPractice.com was founded by Robert Abboud and Mathieu Paradis, two financial planners who have been using their simple yet effective financial planning process since the early nineties. We partnered and decided to combine what we do to help advisors create their own financial planning practices.
Advisors began asking to purchase the systems we had developed so that they could transition to a full service financial planning practice. These advisor requests led us to form AdvisorPractice.com.
Our approach is based on helping clients reach their goals through Life Goals Planning. This cashflow driven approach to planning ensures clients can afford to implement our recommendations. Our products are simple to use and easy for clients to understand and implement. We know our products work because we have used them successfully in our practice for years to provide clients the highest level of service and advice.
See how our process can benefit you and your clients. Benefits
We also invite you to view our Financial Planning Practice website. www.wealthstrategies.com
Affluent clients expect a lot more than just investment advice from their advisors. They want help planning for retirement, organizing their estate, investing their money, protecting their nest egg and they especially want help managing their cashflow. Recent surveys pegged the number of people who have a financial plan at less than 14% but almost 50% are concerned that they will run out of money during retirement. This is where there is a tremendous opportunity for advisors to begin offering financial plans to clients - becoming their Personal Finance Coach.
When you reach the stage where you want to transition to a full service financial planning practice, we hope our products can help.
Rob and Mathieu