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Results: 2

Grant W. Hicks, CIM

Oct 10, 201964 min

Future-ready practice management strategies

Hicks truly believes the successful advisors of the past will not be the successful advisors of the future — what got financial advisors to the top is going to change dramatically. It is not about technology, products or services. In this session, Hicks shares secrets that Albert Einstein revealed about the future, including how to implementing key practice-management strategies to engage ideal clients and prospects.

Grant W. Hicks, CIM

May 24, 201913 min

Future-ready practice management strategies

Hicks truly believes the successful advisors of the past will not be the successful advisors of the future — what got financial advisors to the top is going to change dramatically. It is not about technology, products or services. In this session, Hicks shares secrets that Albert Einstein revealed about the future, including how to implementing key practice-management strategies to engage ideal clients and prospects.