Personal Information
Organization / Workplace
Calgary, Canada Area Canada
Occupation
National Director of Practice Management at Advisor Practice Management
Industry
Finance / Banking / Insurance
About
Grant W. Hicks, CIM / grant@ghicks.com published author, professional speaker, coach and practice management consultant. He is the founder and National Director of Practice Management at www.advisorpracticemanagement.com , with 25 years of unique experience in the financial services industry, and over 20 years as an advisor. His passion is helping advisors build top practice management processes in their business and focuses advisors on three keys, ideal growth, ideal capacity and ideal lifestyle.
Understanding the demands of running a comprehensive financial business, Grant built his former practice from $1 million to over $120 million. He was also a partner of a mutual fund dealer o...
Tags
practice management
wealth management
financial advisor
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