How to Use Beneficiary and Fee Audit Processes to Acquire Ideal Clients

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On December 13th at 1:00 ET join Grant Hicks co-author of Guerrilla Marketing For Financial Advisors. and start acquiring more ideal clients using beneficiary audit and fee audit processes.

During this webinar learn how to:

  • Find more ideal clients
  • Create a compelling reason for them to talk to you
  • Have them share ALL of their important documents with you
  • Address their most important financial planning questions


All attendees will receive a Complimentary eBook, “Guerrilla Marketing for Financial Advisors: Transforming Financial Professionals through Practice Management” by Grant Hicks and Jay Conrad Levinson. Grant will share stories and examples of how the best advisors acquire their ideal clients, and the process they used to get there.

Complete the form to register now!

Advisor Practice Management

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