COACHING

OUR IDEAL CAPACITY COACHING PROGRAM FOR FINANCIAL ADVISORS  

OUR IDEAL SUCCESSION AND EXIT PROGRAM FOR FINANCIAL ADVISORS

How are you going to exit your practice? How can you sell it for more than you thought possible and transition into retirement, while benefitting from the growth? If you are looking to build and implement a "Lifestyle Exit and succession plan," let's talk. Learn more about our exit program and network of people that can help you seel your business for more than you thought possible.

Firms where Grant has coached financial advisors and wealth management teams - references available upon request  

ABOUT GRANT HICKS CIM

Co-Author of "Guerrilla Marketing for Financial Advisors"

Grant Hicks, CIM is President of Advisor Practice Management www.advisorpracticemanagement.com and has over 35+ years of unique experience in the financial services industry, including 20 years as an advisor. He built and sold an investment dealer as a partner. He then built and sold a financial advising practice of 120+ million of clients' wealth, and understands how to grow and sell a practice. His passion is helping advisors build capacity increase their revenues and find the logical path forward. 

His books and speaking have become popular resources for top financial advisors in Canada and Grant is best known for co-authoring “Guerrilla Marketing for Financial Advisors, series 1+2”

(Morgan James Publishing, NY) with Jay Conrad Levinson, part of the successful “Guerrilla Marketing “ series of which there are 58 volumes in 62 languages, and more than 21 million copies sold worldwide

His experience as National Director of Practice Management for Manulife Financial has helped him see the logical path forward in building their business.  Grant has spoken to thousands of advisors for several financial organizations. He has had over 1600+ advisors through his Practice Management and Future Ready Financial Advisor training workshops. Grant has spoken at MDRT and for several financial institutions including banks, brokerage firms, and insurance companies.  He currently coaches over 30 elite financial advisor teams with combined assets of 6 billion and earns over 60 million combined. He has been a judge on the Wealth Professional Awards for the last four years,.

Grant lives on Vancouver Island British Columbia, and enjoys playing golf, fishing, hockey and traveling while speaking. He played professional hockey in Europe before starting in the financial industry.  

Wealth Professional Awards

MDRT   

Banff School for Financial Advisors

What is your number one business opportunity to build capacity? 

The "Ideal Capacity Coaching program" is a coaching program for elite financial advisors and their teams. We focus on building out three key practice management processes to build your ideal capacity, so you can have your ideal lifestyle.   

Grants combined financial advisor clients manage over 6 billion AUM , and earn over $60 million dollars combined! 

Acquire - more ideal clients through a proven process

Service - ideal clients by adding more value 

Manage - your business and capacity and take more time off

First we focus on finding and acquiring more ideal clients. Second we focus on serving and communicating with your ideal clients. Third, we build ideal client service processes to manage your business, so you can create a win-win-win with clients, your team and your ideal lifestyle. The number one challenge for financial advisors is the lack of capacity to serve ideal clients. It's not going to fix itself. 

How do we help serve your pratice?

We set up online calls on a monthly basis. All calls are recorded and are accesses with all of the tools and hundreds of templates at our coaches console dashboard. This dashboard allows you to review materials and templates at any time, access recordings, payments made (by credit card on a monthly basis) and help give you a greater probability of success in reaching your goals. The cost for monthly coaching is less than you think, and one new ideal client covers the cost for a full year! Email us at grant@ghicks.com for pricing for individuals and teams and 3 month and one year programs. 

Note: The typical fee for one advisor is $575 per month for the first three months. * subject to change 

"Grant's knowledge in the area of marketing your advisor services is of great value. For me the biggest difference was that he got me to think like a marketer instead of as a salesperson. So often we get trapped focusing on personal production that we don't think about the long game. I would highly recommend Grant's "outside the box" thinking to anyone planning to scale their advisor practice and generate more leads without their direct effort. " 

Director- Frontline Benefits and Financial Services 

Grant is a seasoned veteran in the industry for those that want to upscale there practise"

Terry Gwillam  Rockmoor Wealth Management 

 "We've known Grant for a number of years and recently decided to engage him in helping us to improve our value to clients. He came through in spades! He helps us to review where we are and to refine what we do, ad new value and improve value to our clients while at the same time, making our business very attractive to our target market. Would highly recommend a conversation with Grant!"

Richard Vetter  Wealthsmart / Aligned Capital Partners

“As I reflect on the goal planning session we did with Grant, and I expressed that my revenue grew by 27%, a lot of that success was from implementing new processes and ideas that you have helped me to put into place. Thanks again

Alynn Godfroy   Godfroy Financial

We work with financial advisors with banks, Credit Unions, independent brokerages, portfolio managers and family offices. We focus on wealth management and comprehensive wealthy family planning. If this is a fit contact us to have a "Practice Clarity Conversation". https://www.advisorpracticemanagement.com/contact