December 11, 2018
Ideal client acquisition using A Beneficiary Audit and A Fee audit
Join us for a webinar on December 13, 2018 at 11:00 AM MDT.
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. You will also get a copy of his "Exclusive fee audit checklist" for ideal prospects.
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. firstname.lastname@example.org Why not?
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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