Grant Hicks

At the secondary meeting, this is when you can bring up 4 different questions to grow your business. #advisors #meetings

Financial advisors who don't have a voice are struggling to acquire ideal clients and move upmarket. How can you get your voice out there more?

The top priority of teams in 2023 is developing people and improving efficiency and processes. #advisors #tools #teams

One of the biggest practice management mistakes I see with financial advisors is when it comes to segmenting their clients. #advisors #clients

You know you have to do something to grow the business. Here are some ideas that are working right now for financial advisors. #advisors #tools

Wealthy people have changed some of their major goals in life. You need to have deeper conversations to help them. #advisors #goals #growth

I know they are comfortable introducing you to other people. Stop asking for referrals ask for introductions #advisors #introductions #referrals

Time management and managing capacity become a constant struggle. What is the logical path for your business and for your future? #advisors #growth

My 4 standard practice management staffing questions and this opened up some fundamental issues for them as well as most financial advisors and firms.

How does a team of successful advisors scale their business, and increase equity and value, to make it more efficient? #advisors #business #growth

How do often do elite financial advisors communicate to their best clients? This is a question I get often. #advisors #clients #communication

If you do not have a mentor, coach, or branch manager, who is advising your business? #advice #advisors #investing

Top advisors have no problem answering this question because they have clarity about their future, both personal and business-wise. #growth

Want to grow your business as a financial advisor? Look inside your practice. #financialadvisor #growth #business #referrals

With all of the regulatory, technology, and product pricing changes, it is no wonder that advisors need a deeper sense of clarity around their future.

Most successful financial advisors keep track of 10 KPI's to help them manage their practice and make major decisions. #advisors #business #growth

I look at any advisor and being the best can come down to three key things. The delivery of comprehensive client value. #advisors #growth

Extended family network, not only do you want to know about their parents regardless if they are alive or not but also your client's siblings

The question should now be: What is your prospect's digital journey in hiring you as their next financial advisor? #advisor #success

Why don't financial advisors get a copy of the client's tax returns and review them for tax reduction strategies and opportunities?

Let's face it, referrals are fantastic and a great way to grow your business, but it does not get you to the next level. #advisors #growth

Let's face it, you have to deliver more value than ever before to compete with ideal prospects. #business #growth #advisors

Capacity is the number one issue for financial advisors. Your team is your most important asset. #business #growth

You have all the tools to acquire more ideal clients, but you choose not to because of one thing. Your compass. #advisors #investors #growth

What is their track? They have numbers and a plan in mind, but not on paper. #goals #financialfreedom #advisors #investors

Increasing revenue without increasing your number of clients for financial advisors. #revenue #advisors #business #investors

Do you have a Comprehensive Checklist of Financial and Investment Services? #advisors #holistic #investors #finance

Finding people is easy. Meeting people is one of the hardest parts of being a financial advisor. You need to meet more people on a regular basis.

How to shift from wealth management to comprehensive wealth advice like a family office? #advice #familyoffice #investors

Financial advisors who segment their clients earn 33% more than advisors who do not segment. #advisors #segmentation #advice

Elite financial advisors know the value of deep questions. Here are some deeper questions to ask about your financial advisory practice.

Steps to automate your marketing as a financial advisor. Build your content marketing strategy first. #advisors #leads #growth

How can financial advisors generating $500k of income get to one million-plus revenue? #financialasdvisors #growth #revenue

Here is a list of unique things that you can consider doing, but it is not repeatable to all clients, only your best clients. #advisors

Elite financial advisors looking to grow their business need to spend more time with their ideal clients and clients with opportunities.

Most financial advisors do not have an ideal client profile. If you are looking for more ideal clients, then define who you are looking for.

When a financial advisor practice is growing rapidly there becomes two challenges, administration and service work and managing growth and new business.

If you want to grow your practice, think about the following question? Do you grow first and then shrink? #advisors #success

Better understanding of clients, better relationships, referrals and more revenue. Do you have a list of your ideal clients segmented? 

When was the last time a prospect gave you a big account on the first meeting? The system is to have as many touches as possible.

How do you have family conversations and what questions do you need to ask. here are a few questions to start engaging people in family conversations.

Successful marketers know that through their constant marketing programs, people want to know about your business before they will do business with you.

Elite financial advisors know the value of deep questions. Here are some deeper practice management questions to ask you about your practice.

Take a sheet of paper and write these six strategies down so you can find more capacity in your business this year. #business #advisors

The number one thing advisors are looking for is clarity around their business for their future. #advisors #investors #investors

Most people who do financial planning would agree, I only believe in comprehensive, quality financial planning. Now that means something.

Only the elite financial advisors who focus on planning and advice deliver a process that is all-around planning, goals, and advice. #advisors

Common and costly errors financial advisors make when delivering webinars. #financialasdvisors #webinars #marketing #success

Here are some technology strategies that I have helped advisors implement to save them time, and you can too. #advisors #time

Advisors looking to acquire more ideal clients this year will have to think differently. here are a few ideas to help you think differently.