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 August 04, 2020
Summer reading and websites for financial advisors looking to grow their practice
You are sitting on a dock in a comfy Adirondack chair on a hot day, with a glass of lemonade filled to the brim with ice cubes. You decide to pick up a good book. You can’t get into a new mystery novel for some reason so you turn to your business books. You are a student of the industry, a lifelong learner, and you have a library of good books. Before you sit down into that comfy chair on a hot day, consider picking up one of these books. I chose them based on practice management topics for financial advisors and wealth managers focusing on productivity and capacity. I start with my newest book on practice management. If you would like a free preview of my book click here https://freebookpreview.getresponsepages.com/
1. Guerrilla Marketing for Financial Advisors 2nd edition Innovating financial professionals through practice management”. Grant Hicks and Jay Conrad Levinson Morgan James Publishing 2016“As part of the “Guerrilla Marketing” series which has sold over 21 million copies worldwide, financial advisors will find the book packed full of ideas to acquire ideal clients and create an ideal client experience. Utilizing “Guerrilla Marketing” strategies combined with key practice management research, the book guides the reader to tackle critical issues such as capacity, client acquisition, and double-digit growth. It is your process manual for practice management. If you would like a FREE EBOOK version email me personally at grant@ghicks.com subject free ebook. To order go to your favorite online retailer or click http://amzn.to/2td04TQ
2. Proven in the Trenches 11 Principles to maximize advisor value and transform your firm's future Harriman House 2020 Ron Carson CFP This book is the most current in dealing with how financial services has evolved. It is the ultimate practice management list for financial advisors to learn from including Understanding Investor Behavior•Blueprinting Your Life and Your Business•Attracting Talent by Growing Your Own•Putting Process Behind Your People•Building a Brand that Connects and Converts•Wealth Planning and What It Takes to Revive Advisor Value•Creating a Compelling Client Experience•Evaluating Partnerships•Attracting New Clients and the Art of Ethical Persuasion•Plotting Your Succession•Making the Shift from Advisor to CEO
3. Exploring Advice: What You Need to Know About Good Financial Advice, a Quality Financial Plan and the Role of a Fiduciary: Createspace Publishing – September 29, 2016, by Kevin Knull CFP® Based on research, qualitative insight from hundreds of conversations with industry advisors, regulators, attorneys, academics and consultants, and data from over 1 million plans, Knull outlines the elements of a quality financial plan, how a quality financial plan is an effective and prudent way to comply with the DOL regulations and how it can help financial advisors differentiate their firms in a challenging environment. It is your advice manual.
4. The Million-Dollar Financial Advisor Team: Best Practices from Top-Performing Teams – AMACOM (Aug. 21 2018) David J. Mullen Jr. (Author) Start, tweak, or rethink your own team by learning how to: Select the right structure Agree on a team vision and a plan to achieve it Define individual roles and responsibilities Retain top performers through thoughtful, results-based compensation Save time and effort by crafting efficient processes for every key task Catapult revenue with wealth-management offerings that clients will pay a premium for Expand your practice with great marketing By implementing effective team-building strategies and building a highly functioning team, you’ll gain more affluent clients—and serve them better—than you ever would alone.
Top websites for financial advisors wanting to grow
The Willing Wisdom Index- How to engage clients and prospects on estate planning. If you have 5 minutes and want to demo this tool, simply click on this link: https://bit.ly/3kdawlZ
Lead Pilot - The Turnkey, Inbound Marketing Solution for Financial Advisors. Learn more contact Grant Hicks, CIM or click here https://bit.ly/31igxVB
Comprehensive practice management
Let’s talk
If any of this resonates with you, let’s have a brief discussion on what’s holding you back from accomplishing more this fall 2020? No obligation, If you want to build your ideal practice, acquire more ideal clients, deliver more value to your best clients, become an elite advisor with an ideal business or run your financial advisory practice more effectively, then click on the link to set up a call, https://my.timetrade.com/book/JMTNJ regardless if we work together, let’s have a chat to help you get clarity around your future business plans.
Advisor Practice Management’s goal
“ Helping Financial Advisors take action, to create 10,000 comprehensive financial and investment plans for their clients”. Ask your clients and prospects this question " What does a comprehensive financial and investment plan mean to you?
Let’s work on your business together. Email us for your copy of our "Exclusive prospecting strategy checklist, or fee audit guide" to acquiring more ideal clients. Email grant@ghicks.com
Enthusiastically yours,
Grant Hicks, CIM, President
Advisor Practice Management
www.advisorpracticemanagement.com
Suite 1625-246 Stewart Green, SW
Calgary, Alberta T3H 3C8
Cell 403 970 8895
Email grant@ghicks.com
PS Where do you want to be in 3 years?
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