Obtain More Prospects and Have Them Share all of Their Important Documents
Complete the form to register now.
Join Grant Hicks on February 21st at 1:00 ET and learn how to implement the processes of elite financial advisors by offering your "beneficiary audit and fee audit service."
You’ll 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"
Start filling up your 2019 appointment calendar.
Bonus: Attendees will receive a free eBook, Guerrilla Marketing for Financial Advisors: Transforming Financial Professionals through Practice Management. In this eBook are examples of how the best advisors acquire their ideal clients, and the process to get there.