Practice Management TrendsettersAugust 22, 2018

Podcast: How to find your ideal clients without relying on referrals   

In order to be a successful financial advisor, you need to be able to find and acquire the clients who are right for your practice, service those clients, and manage your business efficiently. That can be harder than it sounds, especially for new advisors or for those who have hit a plateau in their growth. This podcast provides strategies that are aimed at helping financial advisors manage their practices in a way that ensures they are prepared for the future.

Grant Hicks, CIM, is an author, coach, and speaker. Before he began coaching financial advisors, he had his own successful advisory practice. Now he runs his own financial coaching and consulting firm, Advisor Practice Management, and speaks at conferences and workshops for financial advisors. His book Guerrilla Marketing For Financial Advisors is part of the Guerrilla Marketing series, which has sold over 21 million copies worldwide.

Topics Discussed in This Episode:

What Grant’s firm does and who they serve
How practice management helps advisors
Why Grant switched from being an advisor to being an advisor coach
The biggest mistakes advisors make when it comes to finding clients
The six people you need to have in your database
What metrics can be used to determine who your ideal client is
What an advisor can do to find more ideal clients
How to quantify value for a new prospect
How to educate prospective clients about what they’re not getting from their current advisor
What made Grant successful in his practice before he became a coach
The most exciting things about Grant’s current business
Grant’s words of wisdom for advisors, is to complete a fee audit for ideal clients and prospects

Exclusive Fee audit checklist sample

if you want an exclusive fee audit checklist including a sample fee audit and a sample script, email me at and put in the subject line - fee audit to start showing ideal prospects what they are not getting today, or click the following link

Podcast link

to listen to the podcast click here:


 Advisor Practice Management’s goal is 

“ Helping Financial Advisors take action, to create 100 quality financial plans for their clients”. My mission if you choose to accept it is “ To help advisors to create 1 million quality financial plans for people”.  Ask your clients and prospects this question " What does a quality financial plan mean to you? Let me know if I can help you grow your practice. 

Let’s work on your business. Start by emailing us. Why not? 

Enthusiastically yours,

Grant Hicks, CIM, National Director Practice Management
Advisor Practice Management

909-17th Ave SW, 4th Floor
Calgary, Alberta  T2T 0A4
Tel  587 390 3148
Cell 403 970 8895

PS Where do you want to be in 3 years?

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