Grants Hicks On Beyond Data

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Jason speaks with Grant via phone to discuss his nearly 30-year professional career - starting off with Manulife Securities to building (and selling) his own practice, to where he is now. His passion is helping advisors build top practice management processes in their business and focuses advisors on three keys: ideal growth, ideal capacity, and ideal lifestyle. Grant Hicks, CIM, is an author, speaker, coach and practice management consultant. He is the founder and National Director of Practice Management at www.advisorpracticemanagement.com with 27+ 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. He has dedicated his life to helping advisors solve their blind spots, create business opportunities and get ahead of regulatory changes. His passion is helping advisors build top practice management processes in their business and focuses advisors on three keys: ideal growth, ideal capacity and ideal lifestyle. He is part of five published books and Grant is best known for co-authoring “Guerrilla Marketing for Financial Advisors” 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 have been sold worldwide. ( version 2 comes out in 2016) Grant writes the “Practice Management in 5 Minutes” blog weekly. 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 over the last 10 years, but finds he constantly learns more by coaching and consulting to advisors and financial firms. He has had over 500+ advisors through his practice management and fee ready workshops. Grant lives in Calgary, Alberta and enjoys coaching hockey, golf and travelling with his family. He played professional hockey in Europe before starting in the financial industry.