Practice Management TrendsettersSeptember 12, 2018


Ideal client acquisition using A Beneficiary Audit and A Fee audit Services Webinar
Join us for a webinar on Sep 18, 2018 at 11:00 AM MDT.
Register now!

Financial advisors looking to acquire more ideal clients from the co-author of Guerrilla Marketing For Financial Advisors. (free ebook included) You will learn how to implement the processes of elite financial advisors by offering your "beneficiary audit and fee audit service"

In this exclusive webinar learn how to:
-Find ideal clients
-Create a compelling reason for them to talk to you
-Have them share ALL of their important documents
-Acquire more ideal clients by offering a list of value-added planning and advice processes such as a "beneficiary audit and fee audit service".

Attendees will receive a FREE EBOOK “ Guerrilla Marketing for Financial Advisors: Transforming Financial Professionals through Practice Management” by Grant Hicks and Jay Conrad Levinson. Find out why the “Guerrilla Marketing” series has sold over 21 million copies.
Find out how the co-author of "Guerrilla Marketing For Financial Advisors" built a 120 million AUM business and why "Guerrilla marketing works so well. The secret is how to implement with clients, prospects, and centers of influence.
Grant will share stories and examples of how the best advisors acquire their ideal clients, and the process to get there.
After registering, you will receive a confirmation email containing information about joining the webinar.


 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

Suite 1625-246 Stewart Green, SW
Calgary, Alberta  T3H 3C8
Cell 403 970 8895

PS Where do you want to be in 3 years?

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