We help financial professionals build capacity in their practice and increase their revenue by up to 33% through our unique practice management programs. 

                                                                      

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About Advisor Practice Management

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Advisor Practice Management is an independent organization specializing in practice management solutions to the financial services industry. We help financial professionals build their business through our unique coaching and consulting programs. We partner with organizations in the financial industry that focus on practice management processes for financial professionals.

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What people are saying about grant hicks CIM


Bill Bachrach; author Values-Based Financial Planning

“When it comes to growing your business, what could be more important than consistently implementing proven processes to acquire new clients? This book is loaded with action-able ideas to do exactly that!”


Patrick Kennedy, Co-founder PriceMetrix

In Guerilla Marketing for Financial Advisors, 2ND Edition Innovating Financial Advisors through Practice Management, Jay and Grant identify, and subsequently obliterate dozens of the most common barriers that stand between advisors and breakthrough growth. The result is one of the most comprehensive resources ever assembled for advisors looking to build a scalable, valuable financial practice. 


Charlie Spiring  Senior Vice-President and Senior Investment Advisor at National Bank Financial Wealth Management

"Great book. A must read for advisors building books in this new era".


Chris Wright

Regional Vice President Investment Sales, Western Canada,

Desjardins Investment Products

Grant always draws a large audience and provides real value by delivering a clear message, and real, timely and executable deliverables that advisors at every level can implement immediately in their practises. Advisors walk away from his presentations with useful tools, not just platitudes. This is because Grant has two assets that he brings to bear: Experience. He has practised what he preaches. And Passion. He cares deeply for our industry and wants to help our Advice Industry to continue to grow and provide real value to Canadians.

I have seen Grant speak countless times, and two things continue to surprise me: 1. How ill prepared the average advisor is to deal with the imminent changes to our industry, and 2. How practical and relevant Grant’s message is.



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Resources 

For Financial Professionals 

Our practice management resources for financial advisors packed with expert advice...

PRACTICE MANAGEMENT RESOURCES