ABOUT PRACTICE MANAGEMENT

The Practice Management Team is a dedicated team of business consultants with decades of experience working closely with advisors across all channels and dealerships. They leverage their extensive knowledge and practical expertise to develop relevant, real-world solutions for financial advisors.

AMPLIFY YOUR BUSINESS

Advisors can leverage the Practice Management Team’s expertise and experience to help drive better outcomes for your clients and your business. Login required.

Your Mind and Your Money Workbook

Your Financial Journey - 55 ways your advisor will help you throughout your lifetime

AC Summer Series: Summer Gratitude Workbook

Practice Management Webinar Matrix (No login required)

Investor-facing Webinar Matrix (No login required)

Advisor-facing Webinar Matrix (No login required)

The Prepared Family Inventory

Practice Management Team Services and Overview (No login required)

Content Ideas to Fill Your 2021 Digital Calendar

2021 Webinar Marketing Plan

Your Mind and Your Money Workbook

Connecting with Clients in a Virtual World

The Prepared Family Inventory

ADVISOR RESOURCES

 

Gain tailored access to tools, in-depth expertise and resources that can further help you amplify your business.

 

EVENTS AND ACCREDITED COURSES

 

Through timely webcasts, you can earn Continuing Education credits, while enhancing your practical knowledge of markets, tax laws, investment products and important trends that can help you to serve your clients better.

 

PRACTICE MANAGEMENT INSIGHTS

 

We are committed to providing practical support through a selection of industry-leading tools that help you strengthen your client relationships and achieve greater levels of success.

Articles

Articles

Videos

Videos

Podcasts

Podcasts

OUR TEAM OF EXPERTS

Alice Ambrosie

Alice Ambrosie

Vice-President, Practice Management

Alice is responsible for building and presenting educational and impactful content to help investment advisors elevate all aspects of their businesses. She brings many years of experience leading teams of advisors and staff to her role in the Practice Management Team and utilizes her expertise in topics such as enhancing the client experience, prospecting and building better relationships with female investors to provide a superior level of coaching and insightful advice to help advisors grow their businesses.



Bruno De Pace

Bruno De Pace

Director, Campaigns

Bruno is responsible for supporting advisors within CI GAM's key channel partner network in the areas of professional development and practice management. Before joining CI GAM, Bruno spent many years in various business development roles, and later on in his career, he transitioned to professional development and consulting roles working for a number of multi-national companies in industries such as technology, telecommunications and financial services. Bruno is a skilled coach, consultant, presenter and facilitator who has worked with thousands of advisors across the country, helping them build better businesses and deliver more value to their clients.



CONTACT US

 

Please contact us to learn more about how we can help you.