Grant Hicks
Practice management coach for financial advisors in Canada
| Hourly rate range | $100 to $225 an hour |
|---|---|
| Focus areas | |
| Works with | Professionals and Founders and business owners |
| Also coaches | Executive coach |
| Based in | Alberta, Canada |
| Credentials | CIM |
| Practice | Advisor Practice Management |
Grant Hicks is a practice management coach and consultant for financial advisors in Canada. He runs Advisor Practice Management, an independent firm based in Alberta. He helps advisors grow revenue, win ideal clients and build better systems. He wrote a book on practice management for advisors and co-wrote Guerilla Marketing for Financial Advisors. His advisor clients manage over 5 billion in assets combined and earn over 50 million dollars combined.
What Grant helps with
Grant works with advisors who want more revenue and more room to grow. He focuses on capacity, practice data, processes and team building.
- Increasing revenue as a financial advisor
- Managing practice capacity
- Finding and winning ideal clients
- Improving offers and value promise
- Delivering deeper advice to fewer clients
- Building practice data and processes
- Building a successful team
- Marketing a financial advisory practice
Who Grant works with
Grant works with financial advisors and financial institutions in Canada. His clients are financial professionals who want to run a better practice, bring in more ideal clients and raise revenue.
How Grant works
Grant uses his Comprehensive Financial Advisor Practice Management Capacity Program. It centers on managing capacity, having key practice data and processes, and building a team. His marketing course adds an 8-sentence marketing plan template, a 30-page marketing workbook, a segmentation workbook, a fee audit checklist and a meeting email template. It also includes one one-on-one coaching session.
Background and qualifications
Grant Hicks holds the CIM designation and works as a practice management consultant for financial advisors. He leads Advisor Practice Management, an independent organization serving the financial services industry in Canada. He wrote a book on practice management for financial advisors. He also co-wrote Guerilla Marketing for Financial Advisors, 2nd Edition, with Jay. The advisors he works with manage over 5 billion in assets combined.
Grant Hicks pricing
Programs and services
- Comprehensive Financial Advisor Practice Management Capacity Program
- Ideal client acquisition course for financial advisors
- One-on-one coaching session
- Practice Excellence Assessment
- Speaking
- Succession resources
Grant Hicks reviews
The CoachVouch take
He wrote the book on practice management for financial advisors, and his advisor clients manage over 5 billion in assets combined.
Best for Canadian financial advisors who want to raise revenue, add capacity and attract ideal clients.
Common questions
How much does Grant Hicks charge?
Coaching with Grant runs $100 to $225 an hour. Request an intro for an exact quote.
What does Grant Hicks help with?
Grant Hicks helps with increasing revenue as a financial advisor, managing practice capacity, finding and winning ideal clients and improving offers and value promise.
Is Grant Hicks certified?
Grant Hicks lists: CIM.
Does Grant Hicks only work with financial advisors?
Yes, his work centers on financial advisors and financial institutions in Canada. His programs are built for the financial services industry.
What is the Practice Management Capacity Program?
It is his program to help advisors run a better practice and attract ideal clients. It covers capacity, practice data, processes and team building.
How do I contact Grant Hicks?
Request an intro on this page. It's free, and we'll connect you with Grant and, if you want, 2 or 3 similar coaches to compare.
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Last updated September 2026. Request a correction.