December 22,2023

Merry Christmas and a Happy New Year!  

By Grant Hicks, CIM 

Every year, I search through hundreds of articles and blog posts looking for the idea or strategy of the year that works best.  At this time of year, I come across a time-tested option proven to help you grow your own personal prosperity, by donating. This is the year’s best idea and could be the best investment you will make this year. You see you don’t even need money to make this investment or strategy work. It can be an investment of donating your time to a charity, coaching a team, or helping out in a worthwhile cause. It's the one investment some of the wealthiest people on the planet usually make each year but is not reserved for the wealthy. It's the one thing written about in various ancient cultures and still promoted today. 

Book “Giving”

The book titled  “Giving” published by Alfred A. Knopf, in 2007,“ is a call to action. Giving is an inspiring look at how each of us can change the world. First, it reveals the extraordinary and innovative efforts now being made by companies and organizations—and by individuals—to solve problems and save lives both “down the street and around the world.” Then it urges us to seek out what each of us, “regardless of income, available time, age, and skills,” can do to help, to give people a chance to live out their dreams.

Andre Agassi has created a college preparatory academy in the Las Vegas neighborhood with the city’s highest percentage of at-risk kids. “Tennis was a stepping-stone for me,” says Agassi. “Changing a child’s life is what I always wanted to do”.

Reach out 

This is the time of year to say thanks. I would like to thank you for following me along this journey. We probably connected by zoom. Even though we did not see each other this year, we connected. I encourage you to do the same with family and friends from around the world.  Who are you going to connect with over the holidays? 

Capacity to do great things  

Donating. It's the one thing that will bring money to anyone who does it but at the same time, most people fear doing it. Donating does not have to be money, but look at all of the wonderful volunteers in the community and around the world donating their time. After all, time is money. This is one of the greatest money-making secrets in history. Give money or time away. That's right. Give it away. Give it to people who help you, inspire you, heal you or move you.  Give it to people without expecting them to return it, but give it knowing it will come back to you multiplied from some source. In 1924 John D. Rockefeller wrote to his son and explained his practice of giving away money. He wrote, "...in the beginning of getting money, away back in my childhood, I began giving it away, and continued increasing the gifts as the income increased..." He gave away more money as he received more income. He gave away $550 million dollars in his lifetime. We see it every day in our community of wonderful businesses to give money to worthy causes. But what I'm talking about here is individual giving. I'm talking about you giving money and time so you will receive more in your lifetime. Give something from your heart. Don't be stingy. Come from abundance, not scarcity. Give without expecting a return, but do expect a return. As you do, you will see your own prosperity grow this holiday season.

 Happy holidays from our house to yours!  

Enthusiastically yours,

Grant Hicks, CIM, National Director Practice Management
Advisor Practice Management
www.advisorpracticemanagement.com

How about your goals for your practice in 2024? Our Practice management resources   

Comprehensive Practice Management checklist

https://practicemanagement.getresponsepages.com/

Sample: Comprehensive Financial Advisor Practice Management benchmarking

Key data and KPI's Key Performance indicators. Do want a sample benchmarking report to help you understand how to get the edge on your practice and your competition? 

 https://benchmark.getresponsepages.com/ 

FREE Ebook: Guerrilla Marketing For Financial Advisors  Innovating financial professionals through Practice management    

This book is five years worth of research on the best processes elite financial advisors and their teams implement to acquire and service ideals clients, while running an efficient practice. 

https://practicemanagementebook.getresponsepages.com/ 

Discover your potential blind spots:

• Do you have a proven written process for finding and acquiring more ideal clients?  
• How satisfied are your ideal clients? What do your clients really think?  
• What are the most successful practice management strategies to help you manage and build your financial advisor practice and team?

We are here to serve your practice, let’s talk

Contact us to help get clarity around your goals on paper, and have the goals conversation by contacting Grant at grant@ghicks.com or click on the link to set up a no-obligation 20-minute discussion https://my.timetrade.com/book/JMTNJ regardless if we work together, let’s have a chat and listen to your biggest practice management concerns to help you get clarity around your future business.

Grant Hicks, CIM, is President of Advisor Practice Management and co-author of “Guerrilla Marketing For Financial Advisors” 1st and 2nd editions. www.advisorpracticemanagement.com for speaking, workshops, or coaching, contact Grant at grant@ghicks.com  Grants combined financial advisor clients manage over 5 billion AUM, and earn over $50 million dollars combined! 

STATEMENT OF CONFIDENTIALITY The information contained in this email message and any attachments may be confidential and is intended for the use of the addressee(s) only. If you are not an intended recipient, please: (1) notify me immediately by replying to this message; (2) do not use, disseminate, distribute or reproduce any part of the message or any attachment; and (3) destroy all copies of this message and any attachments.