December 27, 2019

7 steps to Master client acquisition in 2020   

 Master Client Acquisition in 2020 to Build Your Ideal Business

To be a great financial advisor, you need to be a master at client acquisition. Bill Bachrach and his AdvisorRoadmap™ Training Platform has helped thousands of financial advisors master the art of building high-trust client relationships to confidently acquire high net-worth clients, in any market.

This proven, repeatable, step-by-step process is available to you online so you can train on your schedule. You will experience a self-paced, turn-key, virtual training platform that includes:

• Interactive training courses to master Client Acquisition, Client Service, Leadership, and Time / Priority Management.
• Demonstrations of each step in the process.
• Virtual real-world testing of implementing the process.
• A comprehensive collection of scripts to acquire high net-worth clients.
• Support and group coaching from Bill Bachrach to keep you on track to achieve your goals.

And many other high-value resources to help you master the communication skills and repeatable processes that are crucial to acquiring and serving Ideal Clients.

The AdvisorRoadmap™ membership increases on January 1^st, 2020. You can save $900 when you become a member by the end of the year at https://www.youradvisorroadmap.com/apm-lp/.

Bill and his team are looking forward to working with you and helping you make 2020 your best year ever!

 Advisor Practice Management’s goal 

“ Helping Financial Advisors take action, to create 10,000 comprehensive financial and investment plans for their clients”.  Ask your clients and prospects this question " What does a comprehensive financial and investment plan mean to you?  

Let’s work on your business together. Email us for your copy of our "Exclusive prospecting strategy checklist, or fee audit guide" to acquiring more ideal clients. Email grant@ghicks.com  

Enthusiastically yours,

Grant Hicks, CIM, President
Advisor Practice Management
www.advisorpracticemanagement.com

Suite 1625-246 Stewart Green, SW
Calgary, Alberta  T3H 3C8
Cell 403 970 8895
Email grant@ghicks.com   

PS Where do you want to be in 3 years?

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