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July 12, 2023
This summer, learn a proven repeatable process for ideal client acquisition
This summer, learn A Proven, Repeatable Process To Acquire Ideal Clients
When I first met Bill Bachrach, I thought I was a successful advisor. I had many clients, lots of assets under management, and a successful team. But when he asked me how I acquire ideal HNW clients, bigger than my top 5 , I had no answer. I hoped what got me to being successful would get me to the next level, and the next level. I realized I was doing the same things over and over and expecting different results. This is the day I changed my business. I needed a proven scripted process to acquire ideal clients, next-level clients that I was NOT currently working with. Bill gave me the path and you can get it too. Join Bill and give it a listen as I am sure you want to turn those ideal HNW prospects into clients this year!
Do you know how most advisors work too many hours, for too little money, trying to serve too many of the wrong clients?
Why is that? The primary reason is that most client acquisition processes pretty much guarantee that you acquire the WRONG clients. And, if you get A LOT of the wrong clients, you’re now in a trap… too much time spent serving the wrong clients means there’s not enough time to get the right clients.
This spiral has killed the dreams of many advisors. Even advisors with a lot of AUM get stuck in this trap.
If you have a desire to improve your client acquisition process you can take the first step today and register for a LIVE training event hosted by Bill Bachrach, the Client Acquisition Masterclass on Thursday, July 20th at 2pm Eastern.
The July Webinar date is Thursday, July 20th at 11am Pacific / 2pm Eastern.
The Webinar Registration link is - https://www.youradvisorroadmap.com/apm-webinar
During the Client Acquisition Masterclass, you will learn 5 key ingredients for creating a client acquisition PLAYBOOK that will help you consistently acquire your Ideal Clients and profitable Non-Ideal Clients.
- You will learn the CORRECT definition of client acquisition.
- Who should be your target client and why.
- Why it’s easier than you think to steal great clients from other advisors.
- How to avoid the big mistake that crushes client acquisition success.
- A proven, repeatable process for successful client acquisition that doesn't require buying leads, becoming a master at paid ads, or hosting expensive seminars that don't work for finding Ideal Clients.
Put this complimentary, high-value online training firmly on your calendar, and don’t let a low-priority distraction… like an “emergency” from one of your “wrong” clients derail you from showing up.
The Webinar Registration link is - https://www.youradvisorroadmap.com/apm-webinar
How about your goals for your practice in 2023?
Our Practice management resources - Comprehensive Practice Management checklist
https://practicemanagement.getresponsepages.com/
Sample: Comprehensive Financial Advisor Practice Management benchmarking report
Key data and KPI's, over 30 Key Performance indicators. Do want a sample benchmarking report to help you understand how to get the edge on your practice and your competition?
https://benchmark.getresponsepages.com/
Updated 2023 Technology Checklist for Financial Advisors
This checklist is five years' worth of research on the best processes elite financial advisors and their teams implement to acquire and service ideal clients while running an efficient practice. https://technologychecklist.getresponsepages.com/
We are here to serve your practice, let’s talk
Contact us to help get clarity around your goals on paper, and have the goals conversation by contacting Grant at grant@ghicks.com or click on the link to set up a no-obligation 20-minute discussion https://my.timetrade.com/book/JMTNJ regardless if we work together, let’s have a chat and listen to your biggest practice management concerns to help you get clarity around your future business.
Grant Hicks, CIM, is President of Advisor Practice Management and co-author of “Guerrilla Marketing For Financial Advisors” 1st and 2nd editions. www.advisorpracticemanagement.com for speaking, workshops, or coaching, contact Grant at grant@ghicks.com Grants combined financial advisor clients manage over 5 billion AUM, and earn over $50 million dollars combined!
Enthusiastically yours,
Grant Hicks, CIM, President
Advisor Practice Management
www.advisorpracticemanagement.com
PO Box 382 Lantzville BC V0R 2H0
Cell 403 970 8895
Email grant@ghicks.com to book a meeting click here https://my.timetrade.com/book/JMTNJ
PS Where do you want your financial practice to be at the end of 2025? AUM, Revenue, and time off?
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