Grant Hicks
Grant Hicks, CIM, published author, professional speaker, coach and practice management consultant. He is the President of Advisor Practice Management, with 32 years of unique experience in the financial services industry, and over 20 years as an advisor. Advisor Practice Management is an independent organization specializing in elite practice management strategies for financial advisors and financial institutions. Grants combined financial advisor clients manage over 4 billion AUM , and earn over $40 million dollars combined! Learn more here .
Articles by Grant Hicks
- Practice Growth
Running Out of Time? Capacity Solutions Successful Financial Advisors Use to Scale
There are only 168 hours in a week, and that is the one thing that is not changing.
- Practice Growth
5 Growth Levers Financial Advisors Use To Scale Revenue and Capacity
How does a team of successful advisors scale their business, increase equity and value, to make it more efficient?
- Practice Growth
Secondary Meetings: Financial Advisors’ Most Underused Growth Strategy
How many times have you heard that the best time to ask for a referral or an introduction is at the end of a meeting?
- Practice Growth
Why Top Advisors Hit a Growth Ceiling—and How to Break Through It
There is a moment in many advisory businesses when success begins to betray the advisor who created it.
- Practice Growth
The Most Successful Advisors Have a Voice—Does Yours?
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?
- Practice Growth
The “First-Class” Communication Strategy That Turns Top Clients Into Advocates
If you want to deliver a world-class communication strategy for your top ten clients and your top ten prospects here are a few ideas.
- Future of Advice
AI Is About To Expose Every Weakness in Your Advisory Practice
AI changes the physics. It compresses time. It raises expectations. It makes basic competence cheap and immediate. And it rewards one thing above all else
- Practice Growth
Advisor Team Development Is the #1 Growth Lever You Can’t Ignore This Year
Imagine Monday morning waking up and going to your office to find out that your top team member is leaving.
- Practice Growth
Top Financial Advisors Focus on Only Two Types of Clients
Start by having a crystal clear definition of who your ideal client is. The top 25% of financial advisors have an ideal client profile.
- Practice Growth
Too Busy to Grow? 7 Proven Growth Strategies Top Financial Advisors Are Using Right Now
You know you have to do something to grow the business. Here are some ideas that are working right now for financial advisors.
- Opinion
From Advisor to CEO: 10 Moves That Build Real Enterprise Value
Discover the 10 essential disciplines to master, grow impact, and build enterprise value. Read on and step fully into your CEO role.
- Opinion
One Strategic Hour Can Reshape Your Advisory Career Path
What if, in just one hour, you could step off random growth mode and start shaping the future of your career with clarity, purpose, and intention?
- Practice Growth
Buying an Advisory Practice Can Build Your Future—or Break It
Acquiring a financial advisory practice isn’t just a deal—it’s a defining move that can launch your growth or quietly sink your momentum.
- Practice Growth
Three Phases Every Advisor Must Master To Build a Scalable, Sellable Firm
Just imagine how much more fun and meaningful it would be to predetermine the balance of your career with just an hour of strategic thinking?
- Practice Growth
7 Powerful Questions That Turn Busy Advisors Into Strategic Leaders
Here are the 7 questions top advisor coaches use to unlock momentum, clarity, and results—and how to create takeaways for you to implement.
- Practice Growth
Turning Busy Weeks Into Client Growth Machines
But you know you have to do something to grow the business. Here are some ideas that are working right now for financial advisors.
- Practice Growth
Advisors Missing Easy Growth? Try This Two-Meeting Approach
So you probably do as most financial advisors do. Which is you put it on the agenda and have an intention to do it, but it never gets done.
- Practice Growth
Client Communication Gap Costing Financial Advisors Revenue and Referrals
Having a communication plan in writing can eliminate your guilt and client departures.
- Practice Growth
Future-Proof Strategies To Crush It in Wealth Management
Here’s how you can not just survive but crush it between now and the next decade:
- Practice Growth
Busy-Successful vs. Scaling-Successful: Crossing $1M Without Burning Out
The punchline most advisors don’t see coming: Your next level doesn’t require more effort. It simply requires a new operating system.
- Practice Growth
10 Sure Things Top Advisors Execute Every Single Week
Below are 10 Sure Things that distinguish the practices clients tolerate from those clients fiercely protect.
- Practice Growth
Building a Practice That Holds Growth Without Crushing You
Here’s what we see top advisors are doing to give themselves the best chance at the best 2026:
- Practice Growth
The 5 Challenges That Will Define Financial Advisory Firms Over the Next Five Years
Below are the five challenges that matter most. Each challenge affects revenue, reputation, and capacity.
- Practice Growth
The Day an Ideal Client Leaves: A Wake-Up Call for Financial Advisors
The advisor started to worry about other clients leaving and wanted to come up with plans for preventing that to happen.
- Practice Growth
You Don’t Need More Prospects—You Need the Right Clients
Let’s get something clear: trying to build a brand across an entire urban market is like whispering into a stadium during a rock concert.
- Practice Growth
From Vision to Execution: The Advisor Playbook for a Stronger 2026
Playbook isn’t just a tool it’s a roadmap to success by setting key objectives, aligning your team, and keeping everyone accountable.
- Practice Growth
Want Deeper Client Loyalty? Stop Leading With Investments.
Peace of mind doesn’t come from the market it comes from knowing that, no matter what life throws at them, their financial plan can withstand
- Practice Growth
The Advisor Growth Blueprint: Add 200 Hours and Multiply Your Best Clients
How do you scale your practice from 75 million to 150 million to 300 million or more? Or a 300 million practice to 500 million+
- Practice Growth
The Silent Productivity Killer Inside Every Advisory Practice
Somewhere between a login reset and a call that started late and ended later, the afternoon’s open water turned into foam—missed lunch.
- Opinion
Stop the Midnight Emails: The 10 Client Boundaries That Transform an Advisor’s Business
10 boundaries you must set ASAP why they matter, how to implement them, and how to move forward so you can stop running on empty
- Practice Growth
The CEO Mindset: 10 Disciplines Every Financial Advisor Must Master to Build Real Enterprise Value
Discover the 10 essential disciplines to master, grow impact, and build enterprise value. Read on and step fully into your CEO role.
- Practice Growth
Wealth Management vs. Family Office: What the Ultra-Wealthy Know That You Don’t
Wealthy people who have a high net worth of two to $20 million usually have two or more financial advisors.
- Practice Growth
7 Ways Top Financial Advisors Are Using AI to Outperform the Competition
Here are 7 ways advisors are experimenting and utilizing this incredible technology in their businesses.
- Practice Growth
5 Signs You’re Long Overdue for Your First (Or Next) Hire
Discover the five signs it’s time, and exactly how to launch the hiring process.
- Practice Growth
Want Bigger Clients? Referrals Won’t Get You There—Here’s What Will
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.
- Practice Growth
Stop Surviving Your Business—Start Designing It: The 3-Phase Path to Advisory Growth
In just one hour, you could step off random growth mode and start shaping the future of your career with clarity, purpose, and intention?