Grant Hicks

PA The “First-Class” Communication Strategy That Turns Top Clients Into Advocates

The “First-Class” Communication Strategy That Turns Top Clients Into Advocates

If you want to deliver a world-class communication strategy for your top ten clients and your top ten prospects here are a few ideas.

PA AI Is About To Expose Every Weakness in Your Advisory Practice

AI Is About To Expose Every Weakness in Your Advisory Practice

AI changes the physics. It compresses time. It raises expectations. It makes basic competence cheap and immediate. And it rewards one thing above all else

PA Top Financial Advisors Focus on Only Two Types of Clients

Top Financial Advisors Focus on Only Two Types of Clients

Start by having a crystal clear definition of who your ideal client is. The top 25% of financial advisors have an ideal client profile.

PA Buying an Advisory Practice Can Build Your Future—or Break It

Buying an Advisory Practice Can Build Your Future—or Break It

Acquiring a financial advisory practice isn’t just a deal—it’s a defining move that can launch your growth or quietly sink your momentum.

PA Turning Busy Weeks Into Client Growth Machines

Turning Busy Weeks Into Client Growth Machines

But you know you have to do something to grow the business. Here are some ideas that are working right now for financial advisors.

PA Client Communication Gap Costing Financial Advisors Revenue and Referrals

Client Communication Gap Costing Financial Advisors Revenue and Referrals

Having a communication plan in writing can eliminate your guilt and client departures.

PA The 5 Challenges That Will Define Financial Advisory Firms Over the Next Five Years

The 5 Challenges That Will Define Financial Advisory Firms Over the Next Five Years

Below are the five challenges that matter most. Each challenge affects revenue, reputation, and capacity.

PA 7 Ways Top Financial Advisors Are Using AI to Outperform the Competition

7 Ways Top Financial Advisors Are Using AI to Outperform the Competition

Here are 7 ways advisors are experimenting and utilizing this incredible technology in their businesses.

PA Stop Calling It a Review: How Elite Advisors Turn Annual Meetings Into Loyalty Engines

Stop Calling It a Review: How Elite Advisors Turn Annual Meetings Into Loyalty Engines

Progress update or reviews are one of the single greatest opportunities top advisors use to re-earn their clients’ trust, loyalty, and add value

PA Why Most Financial Advisors Fail—and What the Top 1% Do Differently

Why Most Financial Advisors Fail—and What the Top 1% Do Differently

It’s not a secret. It’s a formula. Every top-performing advisor you admire follows it, whether they realize it or not.

PA Next-Level Client Engagement: The New Standard for Financial Advisors

Next-Level Client Engagement: The New Standard for Financial Advisors

Welcome to the age of Mind Mapping—a transformative strategy that turns complexity into clarity, and planning into powerful collaboration. #growth

PA How Top Financial Advisors Generate More Warm Introductions From Ideal Clients

How Top Financial Advisors Generate More Warm Introductions From Ideal Clients

Let me share a little secret with you. They have a proven scripted process to do it. Here's how they do it. #growth

PA Are You Unconsciously Competent? A Wealth Professional’s Gut Check

Are You Unconsciously Competent? A Wealth Professional’s Gut Check

Today, we uncover the Four Stages of Competency. It’s an eye-opener and could be the key that unlocks your future practice success #growth

PA How Often Should You Reach Out? The 10-Touch Rule for Advisors

How Often Should You Reach Out? The 10-Touch Rule for Advisors

Those advisors who deliver 10 + communications per year, earn 68% more than advisors who do less than 10 contacts per year. #advisors

PA The Smart Response to ‘I’m Already Working With an Advisor’

The Smart Response to ‘I’m Already Working With an Advisor’

Let's look at how you can tactfully keep your name top of mind with those who already have another advisor. #growth #advisor

PA Establishing a COI Network in the Finance Industry

Establishing a COI Network in the Finance Industry

Instead of thinking about getting referrals, approach this as a strategic partner that will help you deliver the best possible experience. #advisors

PA Collecting and Managing Data for Financial Advisors, There Has To Be a Better Process?

Collecting and Managing Data for Financial Advisors, There Has To Be a Better Process?

What is holding both of you back from proceeding and having a seamless prospect experience that transforms into an ideal client experience? #advisors

PA Stop Fact-Finding as a Financial Advisor

Stop Fact-Finding as a Financial Advisor

How do top financial advisors gather data for high-net-worth clients? They stopped the fact-finding process. #advisors #data

PA Your Ideal Clients Want 10 Touches Per Year, How Are You Doing?

Your Ideal Clients Want 10 Touches Per Year, How Are You Doing?

How do often do elite financial advisors communicate to their best clients? This is a question I get often. #advisors #clients #communication

PA How Do Financial Advisors Talk About Performance?

How Do Financial Advisors Talk About Performance?

What is their track? They have numbers and a plan in mind, but not on paper. #goals #financialfreedom #advisors #investors

PA How to Go From $500K Revenue to 1 Million as a Financial Advisor

How to Go From $500K Revenue to 1 Million as a Financial Advisor

How can financial advisors generating $500k of income get to one million-plus revenue? #financialasdvisors #growth #revenue

PA The Challenge of Building a Team as a Financial Advisor in 2022

The Challenge of Building a Team as a Financial Advisor in 2022

When a financial advisor practice is growing rapidly there becomes two challenges, administration and service work and managing growth and new business.

PA How Elite Financial Advisors Grow Their Practice by 15% Or More Every Year

How Elite Financial Advisors Grow Their Practice by 15% Or More Every Year

If you want to grow your practice, think about the following question? Do you grow first and then shrink? #advisors #success

PA Who Is NOT Your Ideal Client as a Financial Advisor?

Who Is NOT Your Ideal Client as a Financial Advisor?

75% of financial advisors don't know who their ideal client is and 100% of them don't know who their ideal client is not. #advisors

PA How to Get to $1M Revenue as a Financial Advisor

How to Get to $1M Revenue as a Financial Advisor

Delivering more value to your best clients.

PA Ignorance Is Not Bliss for Financial Advisors

Ignorance Is Not Bliss for Financial Advisors

PA What Does Nostradamus Have to Do With Financial Advisors?

What Does Nostradamus Have to Do With Financial Advisors?

PA How an Elite Financial Advisor Manages Time

How an Elite Financial Advisor Manages Time

PA The 5 Questions to Ask a Wealthy Prospect

The 5 Questions to Ask a Wealthy Prospect

PA Time Management of Elite Financial Advisors

Time Management of Elite Financial Advisors

PA What To Ask a Millionaire

What To Ask a Millionaire

PA A Process for Favorable Introductions From COI's

A Process for Favorable Introductions From COI's

PA Connecting With HNW Prospects: Key Questions to Establish Trust

Connecting With HNW Prospects: Key Questions to Establish Trust

PA How Do You Answer "How Much Does It Cost"?

How Do You Answer "How Much Does It Cost"?

PA The First Five Minutes — Key Questions to Ask the HNW

The First Five Minutes — Key Questions to Ask the HNW