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 

Advisor Practice Management is an independent organization specializing in practice management tools, diagnostics and solutions to the financial services industry. 

We help financial professionals build their business through our unique "Future Ready" 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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guerrilla marketing for financial advisors

2nd Edition

Innovating Financial Advisors through Practice Management. Learn why the "Guerrilla Marketing " series has sold over 21 million copies worldwide. 


Get a FREE book preview including a checklist of practice management strategies. Or go to our favourite bookseller to purchase your copy today.  

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What people are saying about grant hicks 


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.



FREE PREVIEW
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Resources 

For Financial Professionals 

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

PRACTICE MANAGEMENT RESOURCES

 
 

  

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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.

Click here to learn more

Testimonials

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     "Grant is an esteemed go-to practice management guru. He's inspired and empowered me and many of my clients over the years to improve their operational and sales efficiencies. His work accelerates financial results and installs systems that increases the value of your business. If you're looking for consultation, advice, expertise and experience, Grant's your man. He'll deliver value with every conversation".                  Todd Mauney Business Development & Achievement Coach to Financial Professionals & Entrepreneurs at ROI Coaching Solutions www.myroicoach.com

    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.

    Chris Wright

    Regional Vice President Investment Sales, Western Canada, Desjardins Investment Products




     "Grant is an esteemed go-to practice management guru. He's inspired and empowered me and many of my clients over the years to improve their operational and sales efficiencies. His work accelerates financial results and installs systems that increases the value of your business. If you're looking for consultation, advice, expertise and experience, Grant's your man. He'll deliver value with every conversation".                  Todd Mauney Business Development & Achievement Coach to Financial Professionals & Entrepreneurs at ROI Coaching Solutions www.myroicoach.com

    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.

    Chris Wright

    Regional Vice President Investment Sales, Western Canada, Desjardins Investment Products



    Todd Mauney

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    Grant Hicks has been working with me over the last couple of years in providing coaching for my business. He provides us with great leadership and direction on preparing us for the CRM2, as well as developing our value proposition statement. We will continue to work with Grant as his information is cutting-edge and he is passionate about what he does. Grant knows his why, which helps him help us tremendously in our industry.

             Cliff Wiegers, CLU, CH.F.C., B.Comm.
    Certified Financial Planner
    Wiegers Financial & Benefits
    Manulife Securities Investment Services Inc.
      

                                                                        Grant has a gift when it comes to practice management. He is able to distill the complex into a simple achievable, high impact strategy. Francesco Lombardo, Family Enterprise Advisor at Veritage www.veritage.ca


    Grant Hicks has been working with me over the last couple of years in providing coaching for my business. He provides us with great leadership and direction on preparing us for the CRM2, as well as developing our value proposition statement. We will continue to work with Grant as his information is cutting-edge and he is passionate about what he does. Grant knows his why, which helps him help us tremendously in our industry.

             Cliff Wiegers, CLU, CH.F.C., B.Comm.
    Certified Financial Planner
    Wiegers Financial & Benefits
    Manulife Securities Investment Services Inc.
      

                                                                        Grant has a gift when it comes to practice management. He is able to distill the complex into a simple achievable, high impact strategy. Francesco Lombardo, Family Enterprise Advisor at Veritage www.veritage.ca

    Francesco Lombardo