Practice Management TrendsettersJune 19, 2018


How to Create a Compelling Offer to Ideal Prospects using a Beneficiary Audit and a Fee Audit


What are your ideal prospects not getting from their financial advisor? They don't know what they are getting and not getting, do they? When I ask a group of advisors, what do you get for $20,000 per year, most of them wing the answer? If the advisors cannot tell me what clients get, how will the clients be able to understand what they are getting, and more importantly, not getting for what they pay? How do you feel when you are paying for something and NOT getting it? 

Join me during my webinar as we will discuss two proven ways to engage ideal prospects, by asking key questions and offering your fee audit or beneficiary audit service. 

Your compelling offers are to show ideal prospects what they are NOT getting from their current advisor.

Join Grant Hicks, CIM on June 25th at 1:00 ET and learn how to…

  • Make a compelling offer to ideal prospects by using the advice they are not getting
  • Offer a beneficiary audit and show prospects how to get their complete estate on one page
  • Offer total transparency using fee audits which demonstrates to prospects what they are paying for, and what they are getting and not getting from their current advisor.

How do you feel when you are paying for something and not getting it?

Show prospects what they are NOT getting but paying for.

Click here to register now! 

Bonus: All who register will receive an exclusive beneficiary audit checklist and an exclusive fee audit checklist to show prospects your compelling offer! 

 Advisor Practice Management’s goal is 

“ Helping Financial Advisors take action, to create 100 quality financial plans for their clients”. My mission if you choose to accept it is “ To help advisors to create 1 million quality financial plans for people”.  Ask your clients and prospects this question " What does a quality financial plan mean to you? Let me know if I can help you grow your practice. 

Let’s work on your business. Start by emailing us. Why not? 

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?

STATEMENT OF CONFIDENTIALITY The information contained in this email message and any attachments may be confidential and is intended for the use of the addressee(s) only. If you are not an intended recipient, please: (1) notify me immediately by replying to this message; (2) do not use, disseminate, distribute or reproduce any part of the message or any attachment; and (3) destroy all copies of this message and any attachments.