Personal Information
Entreprise/Lieu de travail
Calgary, Canada Area Canada
Profession
National Director of Practice Management at Advisor Practice Management
Secteur d’activité
Finance / Banking / Insurance
À propos
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...
Mots-clés
practice management
wealth management
financial advisor
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