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. 

Register Now! 

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.

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