TRAINING

training for financial advisors

What is your number one business opportunity to build scale? 

What are your blind spots that are holding you back? 

The top 10 challenges for advisory firms

1.  Lack of capacity to serve clients

2.  Building value in the practice

3.  Improving efficiency

4.  Getting better clients

5.  Managing growth

6.  Offering value-added services

7.  Keeping pace with technology

8.  Developing specific expertise internally

9.  Maintaining a life outside of the business

10. Time management

From the Book" Practice Made More Perfect" Mark C. Tibergien & Rebecca Pomering, Bloomberg Press 2011 

 

Our 3 main programs 


1. Practice benchmark assessment.  

Define your business for the future - Key practice management questionnaire and 1-2 hour debrief by practice management consultant Grant Hicks, CIM.  We help top advisors see their potential blind spots and opportunities ! The only thing that is holding you back from achieving more is you. Start the discussion.  

2. Practice Management Process Improvement Training Program for Elite teams

 The power to delegate. The typical financial advisor spends less than 4 hours per year training staff. Let us help your practice. Build a process manual for ideal clients, transactional clients and service processes for both. Then build practice management processes to leverage your time. This includes technology, marketing, segmentation, time management, human resources and client service processes. Build your practice management procedure manual to run an effective business with your elite team.   We focus on team training and building your practice management process binder.  The program consists of 12 segments done monthly for 5 hours in person training by practice management expert, Grant Hicks. Cost is $12,000 and can be done in 6 months or one year programs to complete the 12 segments. 

3. Capacity Innovation and Value Promise Training program for elite Financial Professionals  

How can you build 17-20% more capacity in your practice? That is the annual growth rate of elite financial advisors and their teams.  Imagine what 20% growth in revenue can do for you? How much money does 20% mean to you?  Discover a training program that helps you acquire more ideal clients and enhances your ideal client service process. The program includes bench marking your practice, online templates and custom build value promise for new and existing clients, with training to clearly demonstrate and articulate your value.  Don't build more clients, build more value !  

Advisor Practice Management will help you: Attract more ideal clients , implement full goals based planning and full transparency , generate higher planning fees and gather more assets.   The ultimate goals is an ideal business with ideal clients, and an ideal lifestyle for you and your family. Contact us today,  or click here to see our Virtual Training Program.  http://www.youradvisorroadmap.com/apm/  

Future ready financial advisor training programs

People Skills 

Advisor Practice Management partners with Bill Bachrach to help you improve your “People Skills” so you attract better clients, implement full financial planning with prospects and clients, generate higher planning fees (up-front & ongoing), gather more assets, inspire clients to more quickly act on all your advice to fully implement their plans, and get more referrals. Join Grant Hicks and Bill Bachrach in San Diego in August 2018 and attend the next People Skills Workshop,  

www.peopleskillsnetwork.com  

Since 2014, Grant Hicks has had over 1600+ financial advisors through his "Future Ready Financial Advisor" ready workshops. Contact us if you would like a "Future Ready Financial Advisor"  training workshop in your area.  

 

what are your blind spots and opportunities? 

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

85% of advisors have NO formal client feedback system

75% of advisors have NO formal definition of ideal client

73% of advisors have NO written service agreement / document

43% of advisors have NO documented unique value proposition 

 ◦Source USA FPA Research and Practice Institute study -  Future of Practice Management -December 2013   

Grant helps financial professionals implement key practice management processes into their business. If you are looking for training 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, MDRT Banff Schools and more.


About GRANT W. HICKS, CIM

President of Advisor Practice Management

Grant Hicks, CIM is President of Advisor Practice Management www.advisorpracticemanagement.com and has 28 years of unique experience in the financial services industry, including 20 years as an advisor. He built and sold a practice of 120 million of clients wealth, and understands how to grow and sell a practice. His passion is helping advisors build top practice management processes in their business and focuses advisors on becoming “Future Ready Financial Advisors” by acquiring more ideal clients and delivering more value.

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 Grant and advisors see their potential blind spots and opportunities in growing their practice. 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 lives in Calgary, Alberta and enjoys playing hockey and travelling with his family. He played professional hockey in Europe before starting in the financial industry. 

For a detailed summary of our training programs contact: 

Grant Hicks by emailing him at grant(at)ghicks.com or use the contact link above