Practice Management Trendsetters
August 3, 2016

Client Acquisition Mastery  

By Grant Hicks, CIM 

Advisor Practice Management is committed to your long-term success as much as you are – that’s why we’ve partnered with Bill Bachrach and Bachrach & Associates, Inc. to present a 3-Day Client Acquisition Mastery Workshop from October 13th- 15th in San Diego, CA that will help you master the seven critical conversations to build and maintain your ideal practice so you can live your ideal life. Learn more by clicking here.

 This is not a typical conference where you’ll be sitting shoulder-to-shoulder, listening to speakers and taking notes. At this 3-Day Workshop you’ll receive powerful keynote presentations by industry leaders combined with a highly-interactive practice setting that will help you develop the skills and confidence to acquire new and better clients.

 Here’s what your investment includes:

  • 3-Day Workshop in San Diego, CA
  • One Year Membership to the AdvisorRoadmap Virtual Training Platform – Click here to learn more about this platform
  • Access to Online Training Course – Available Immediately Upon Registration
  • Live Prep Webinars with Bill Bachrach
  • Breakfast & Lunch at Workshop
  • Networking Opportunities with Other Participants & Speakers

You will attract better clients, implement full-service goals-based financial planning with prospects and clients, generate higher planning fees (up-front & ongoing), gather more assets, inspire clients to more quickly act on all your advice to fully implement their plans, and get more referrals.

Just one new client easily covers the investment. 

Join the elite community of client acquisition masters and register for this exclusive AdvisorRoadmap Client Acquisition 3-Day Workshop. Because of our partnership with Bachrach & Associates, Inc., you can use promo code APM10 upon registration for 10% off the investment of $3,400 USD and join us for only $3,060 USD.

I had the pleasure of attending this Workshop last year and it was the best Workshop I’ve ever attended and now it parallels with a Virtual Training Platform! Can’t wait to see you in October down in San Diego with other like-minded advisors looking to build their ideal business.

Learn more or register today by clicking here.

 If you would like to discuss this workshop with me, email me at Join me in San Diego and think what your ideal practice will look like.  

Enthusiastically yours,

Grant Hicks, CIM, National Director Practice Management
Advisor Practice Management

909-17th Ave SW, 4th Floor
Calgary, Alberta  T2T 0A4
Tel  587 390 3148
Cell 403 970 8895

PS Where do you want to be in 3 years?

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