"I highly recommend the products at AdvisorPractice.com. I have wanted to move from being a mutual fund specialist to a financial planner, and move to a fee basis, for quite some time. As soon as I saw the products I purchased them immediately. If you are looking for a simple, easy to use, easy to implement, all encompassing financial planning system this is the one! I have only used the material for a few months and not only are clients loving the planning process, they are giving us more assets! And, they are purchasing long term care, critical illness and life insurance policies from us without us having to “sell” anything; its just a part of the planning process. My income in the past few months has already increased by $20,000 so over the next 12 months I expect to more than double that! "
Randy James Wright[Wealth Strategist, Independent Planning Group]
View the introductory video below to learn why we believe in financial planning and how AdvisorPractice.com can help you grow your financial planning practice.
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. 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. AdvisorPractice.com helps advisors Attract, Advise and Keep clients.
Our products are simple to use and easy for clients to understand and implement.
We know our products work because we have used them for years in our financial planning practice Wealth Strategies to provide clients the highest level of service and advice.
Please take a few minutes to browse our site, watch the additional videos posted throughout or register for our next introductory webinar.
Best of luck in your practice,
Rob and Mathieu