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 August 16, 2021
Summer Reading and Website 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 in 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://freepracticemanagementbook.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 atgrant@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 have 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.
5. Nick Murray's Scripts
More than 50 years in this potentially noblest of professions have convinced me that, in the end, the messenger is the message. People rarely buy the plan; instead, they almost always buy the planner. The ability to speak and write to clients warmly, clearly, and compellingly is, therefore, to be prized above all the other arrows in the advisor’s quiver. My goal in this book is that you never have to struggle to find the right words, ever again.
—Nick Murray
6. Atomic Habits - James Clear
While this is not just for financial advisors, the principles apply to running a successful practice.Publisher : Penguin; Illustrated edition (May 1 2020)No matter your goals, Atomic Habits offers a proven framework for improving--every day. James Clear, one of the world's leading experts on habit formation, reveals practical strategies that will teach you exactly how to form good habits, break bad ones, and master the tiny behaviors that lead to remarkable results.
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
Wealth Professional - a publication for financial advisors and wealth management, read my latest article here https://bit.ly/3jLDslm
How about your goals for your practice in 2021? Our Practice management checklist or fee audit checklist
While each financial advisor's practice may have a different approach, advisors need to understand where their practice needs help, and will they get the right help for the right part of their practice. What areas does your practice need help with? Get a copy of our updated 21-page “Comprehensive Practice Management Strategies checklist” by going to our website
https://www.advisorpracticemanagement.com/about-us or clicking here
https://practicemanagement.getresponsepages.com/
Fee audit checklist for ideal prospects, click here https://feeaudit.getresponsepages.com/
Become a “Future-ready Advisor” get our 21-page technology checklist here https://technologychecklist.getresponsepages.com/
Let’s talk
Contact us to help get clarity around your goals on paper, and having 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 edition. www.advisorpracticemanagement.com for speaking, workshops or coaching, contact Grant at grant@ghicks.com Grants combined financial advisor clients manage over 4 billion AUM, and earn over $40 million dollars combined!
for our latest "Technology Checklist for Financial Advisors" click here https://technologychecklist.getresponsepages.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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