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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 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)

Connecting with Clients in a Virtual World

The Prepared Family Inventory

Content Ideas to Fill Your 2021 Digital Calendar

2021 Webinar Marketing Plan

Content Ideas to Fill Your 2021 Digital Calendar

2021 Webinar Marketing Plan

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.

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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.

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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, Practice Management

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.



Claudio Cipolla

Claudio Cipolla

Director, Campaigns

Claudio brings over ten years of experience in the financial services industry working with top-tier institutions to the Practice Management team. He began his career as a financial advisor working with high net worth families, and then pivoted to leading high-performing teams on growing their practice. A fluent French speaker, Claudio also recently completed his Executive MBA in Boston. There, he worked closely with international leaders, consulting on various fintech projects at the C-Level. Leveraging his industry expertise, he aided in developing artificial intelligence solutions, aimed at making advisors’ practices ready for the future.



Ryan Becker

Ryan Becker

Director, Advisor Engagement

Ryan is responsible for the digital delivery of insightful and implementable content for the advisor community. He also consults directly with advisors regarding their unique needs delivering strategies that match needs to outcomes. He leverages many years of industry experience across the asset management world managing teams and projects in the back and front office. He is incredibly passionate about practice management and coaching.



CONTACT US

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