Grant Hicks CIM is a brand that specializes in providing practice management solutions to the financial services industry. As an independent organization, our goal is to help financial professionals enhance and grow their businesses through our unique coaching and consulting programs. With our comprehensive practice management checklist and proven strategies, we assist financial advisors in acquiring ideal clients and increasing their revenue.

Our Comprehensive Financial Advisor Practice Management Capacity Program is designed to address the top challenges faced by financial advisors, including managing capacity, building successful teams, and leveraging technology. We also offer resources such as our exclusive prospecting checklist, benchmarking program, technology checklist for future-ready advisors, client feedback program, and confidential staff survey. Led by Grant Hicks CIM, our practice management consultant, we are committed to delivering the tools and support needed for financial advisors to run successful and thriving practices.

Join us and become a future-ready financial advisor today