Acquire wealthy business owners. Imagine working with business owners who want to talk about succession and transition planning?

Join me and Tom Deans Ph. D. discussing how Wealth managers and financial advisors can engage wealthy business owners to discuss succession and transition planning for their future. Learn how to make better offers and engage clients and prospects to "know what they don't know". Click below to register

Learn how to make better offers and engage clients and prospects to "know what they don't know".

Learn how elite advisors use the Willing Wisdom Index successfully to engage successful entrepreneurs and wealthy families.

Discover key emotional offers and a proven process to engage successful entrepreneurs and wealthier clients. Attendees will receive the Willing Wisdom templates to attract successful entrepreneurs and wealthy families.

Get the willing wisdom index to grow your practice copy and paste http://tinyurl.com/yxnvxcda

Time Dec 7, 2021 10:00 AM in Pacific Time (US and Canada)

How about your goals for your practice in 2021? Our Practice management checklist or fee audit checklist

While each financial advisor's practice may have a different approach, advisors need to understand where their practice needs help, and will they get the right help for the right part of their practice. What areas does your practice need help with? Get a copy of our updated 21-page “Comprehensive Practice Management Strategies checklist” by going to our website

Contact us to help get clarity around your goals on paper, and having 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 edition. www.advisorpracticemanagement.com for speaking, workshops or coaching, contact Grant at grant@ghicks.com Grants combined financial advisor clients manage over 4 billion AUM, and earn over $40 million dollars combined!

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

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