Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

  In order to be a successful financial advisor, you need to be able to find and acquire the clients who are right for your practice, service those clients, and manage your business efficiently. That can be harder than it sounds, especially for new advisors or for those who have hit a plateau in their growth. Today’s guest provides coaching services that are aimed at helping financial advisors manage their practices in a way that ensures they are prepared for the future. Grant Hicks, CIM, is an author, coach, and speaker. Before he began coaching financial advisors, he had his own successful advisory practice. Now he runs his own financial coaching and consulting firm, Advisor Practice Management, and speaks at conferences and workshops for financial advisors. His book Guerrilla Marketing For Financial Advisors is part of the Guerrilla Marketing series, which has sold over 21 million copies worldwide. Topics Discussed in This Episode: What Grant’s firm does and who they serve How practice ma