Practice Management TrendsettersJanuary 9 2018

Communication skills: The keys to getting more and better clients 

If you want clients to trust you, hire you, move all their money to you, implement the advice from your planning process, keep working with you in any market or economic conditions, and introduce you to everyone they know... you need to have strong communication skills

 Words matter a lot. What you say, how you say it, and when you say it can make all the difference in the world to your success or failure. 

 If you’d like to discover exactly what to say and what NOT to say in order to attract and retain the clients you really want, you’re invited to attend a free webinar training with Bill Bachrach on January 24 at 11:00am PT / 2:00pm ET.

 When you learn to speak the language of trust you can create relationships where people trust you enough to do business with you in a fairly short period of time.

 Everyone has an imaginary “trust dial” embedded in their subconscious mind. Everything you say and do moves the needle on their trust dial in one direction or the other. 


What moves the trust dial most effectively is an emotional connection that comes from understanding who people are and what’s truly important to them. 

 Join us for this free web training and learn how to speak the language of trust, so you can move the needle “trust dial” in the right direction, on purpose. As a result, your clients will get more value and you will generate more revenue from planning fees, advice fees, AUM, and insurance and annuity business.

I encourage you to Join Bill BACHRACH LIVE on January 24 for this training session by clicking 

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 comprehensive 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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