Advisor Practice Management Ideal Capacity Coaching Program

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Q1. CLARITY Do you sit down often and get clarity around your goals for your practice and financial future and put it on paper?

Q 2. Complete Practice Management How many financial advisors you know have their complete financial planning practice in order in all six areas-

  • Ideal client acquisition process–increase your value and your fee
  • Client experience process-deliver more to HNW clients
  • Ideal metrics and KPI’s-more revenue and less clients by benchmarking their practice
  • Human capital processes-delegate more
  • Ideal capacity –segmentation and time management
  • Ideal Lifestyle-How many weeks off do you take each year?

Q 3. What is the probability of success in reaching your business goals currently?

Is it 50% 75% OR 90%+?

We know that 72% of financial advisors have a business plan in their head.

And 25% of them have a business plan and earn 41% more than advisors who do not have a business plan. But the highest probability of success comes from having a fully documented business plan, reviewed every 90 days and progress tracked to plan, earn 246% more than an advisor who does NOT have a clear plan for their future.

OUR VALUE PROMISE FOR FINANCIAL PROFESSIONALS

What do we do for you? As your coach, Our team will provide you with the“Ideal Future Ready Financial Practice” allowing you to focus on things that are more important to you than money.

CLARITY –Would it be valuable to get clarity around your business values and goals for the future and put it on paper?

COMPREHENSIVE-Would it be valuable if you had a proven process to acquire more ideal clients, at a higher fee?

COMPLETE-Would it be valuable to get your complete financial practice in order, in ALL six areas, and keep it there for life?

  • Ideal client acquisition –increase your value and your fee
  • Ideal Client experience process-deliver more to HNW clients
  • Ideal metrics and KPI’s-more revenue and less clients
  • Ideal team -Human capital processes-delegate more
  • Ideal capacity –segmentation time management
  • Ideal Lifestyle-what’s important about your practice to you?

ORGANIZED -Would it be important to have your total financial practice organized, with key processes clearly documented?

PROBABILITY –Would you like to have a greater probability of success in reaching your practice goals?

CONGRUENT-Do you want more clients, or do you want to deliver more value to fewer clients?

How can you build deeper processes to deliver more comprehensive advice and deliver more value for it?

IDEAL LIFESTYLE: What does your ideal lifestyle look like?

We all know that financial advisors who have the processes to deliver the most comprehensive financial services, have the highest fees, have a value promise, and deliver the most valuable to their clients.

 

  • Cost for 2019 coaching $1000
  • $475 per month for individual advisors

Complete the form to access now!




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Grant Hicks, CIM, published author of 5 books, professional speaker, coach and practice management consultant. His writing and speaking have made him an expert resource on practice management for financial advisors. He is the President of Advisor Practice Management, www.advisorpracticemanagement.com, a financial advisor coaching and training company. Grant has 28 years of unique experience in the financial services industry, including 20 years as an advisor managing over 120 million AUM and a partner of a mutual fund dealership. Grant’s books and speaking have become popular resources for elite financial advisors in Canada and he is best known for co-authoring “Guerrilla Marketing for Financial Advisors, series 1+2” ( Morgan James Publishing, NY)