Speaking

 SPEAKING AND WORKSHOPS FOR FINANCIAL ADVISORS

 Helping advisors implement key practice management processes in their business to grow revenue and capacity.                    

Advisor Practice Management is committed to your long-term success as much as you are – that’s why we’ve built presentations and workshops to help advisors acquire more ideal clients, enhance ideal client service and build a "Future Ready Financial Advisor Practice". 

 

To download our speaking and media guide  

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why hire practice management expert grant hicks, c.i.m.             

Grant helps financial professionals implement key practice management processes into their business. If you are looking for a speaker on practice management, hire an expert who wrote the book on it !

The most trusted brands in the financial services industry have trusted Grant Hicks to deliver action-able ideas in an inspiring manner… time after time after time. Securities dealers, mutual fund companies, banks, credit unions, insurance companies and industry associations Grant has spoken for:  Manulife Financial, Manulife Mutual Funds, Sunlife Financial, Investors Group, Desjardins Financial Security, Leede Jones Gable, Lawton Partners, RBC Dominion Securities, ScotiaMcleod, John Hancock, Signator Investors, TD Mutual Funds, PPI Financial, Western Financial Group, Abex Group, Value Partners Investments, Standard Life Investments, Dynamic Mutual funds, Worldsource, IFB Independent Financial Brokers Association, Guerrilla Marketing Association, Advocis Okanagan School and Banff Schools and more.


2017-2018 Speaking schedule 

September - Advocis Belleville, Ajax, Peterborough

September - Ottawa - National conference 

October- Vancouver- Corporate workshop

October - Montreal- Corporate conference

October-Calgary -National conference

November - Canmore- Corporate retreat

November - IFBC Calgary 

January 2018- Bill Bachrach conference - Salt Lake City, Utah

February 2018- Palm Springs- Private event 

May 2018 -Wealth Professional conference - Toronto, Ontario

August 2018 - Advisor Roadmap conference - San Diego, California  

 

Let us build a workshop for your advisors focusing on three areas:

Ideal client acquisition process

Ideal client service process

Key practice management processes to run your business

We work with the following types of advisors and teams. 

1. Top performing advisors with 10+ years of experience and a large client base and  large team with capacity issues 

2. Advisors with a larger client base wanting to transition into fee based practices focusing on ideal clients.   

3. Advisor teams who want to implement more practice management processes to enhance the value they deliver to existing clients, and acquire more ideal clients into their business  

Our workshops for Financial Professionals  "Future ready financial Advisor Workshops"  

Grant Hicks’s expertise is the subject of Practice Management. Simply put, KEY practice management processes is the single most important thing that determines a person's success or failure as a financial professional. Elite advisors know that having a proven process to acquire ideal clients in the new world of regulation and technology, and a critical path to create an ideal client experience, will help them become a “Future Ready Financial Professional”.

“Success in real estate is about location, location, location. Practice management success is about process, process, process”. Grant Hicks

The impact of a Grant Hicks workshop is:

More revenue from goals based planning advice

More revenue from proven processes of acquiring ideal high net worth clients

Build a stronger an emotional connection and utilizing behavioral finance to create an ideal client experience

Grant’s books are well known in the financial industry and the “Guerrilla Marketing” Series has sold over 21 million copies worldwide. ( Guerrilla Marketing For Financial Advisors 1 and 2) His practice management articles are published and read by thousands of advisors across Canada. Grant has delivered well over 500 presentations for advisors with several financial services firms and associations, including MDRT Experience in Bangkok, Thailand in March 2017.

Powerful content combined with excellent delivery are not two things that often go together. You usually get either industry expertise OR great presentation skills. Grant delivers both, being a successful advisor and practice management executive. As an advisor for over 20 years who built and sold a practice of 120 Million of assets under administration, and as former National Director of Practice Management for Manulife, Grant will give you confidence in your event or workshop.

When the subject is practice management, the most qualified person to deliver is:  Grant Hicks.

What is included:

-Copies of ebooks and or books on practice management available for attendees

- CE Credits

-Practice management questionnaire for attendees to use in their practice  

-Practice management workbooks, tools and proven scripts for advisors to practice and implement into their practice Grant Hicks’s expertise is the subject of Practice Management. Simply put, KEY practice management processes is the single most important thing that determines a person's success or failure as a financial professional. Elite advisors know that having a proven process to acquire ideal clients in the new world of regulation and technology, and a critical path to create an ideal client experience, will help them become a “Future Ready Financial Professional”. 

The next step is up to you. For more information about our workshops, contact us by clicking the contact tab above today!