Acquire More Clients by Offering a List of Value-Added Planning and Advice Processes

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Join Grant Hicks, co-author of Guerrilla Marketing for Financial Advisors, and learn how to implement the processes of elite financial advisors by offering your "beneficiary audit and fee audit service." 

You will learn how to… 

  • Find ideal clients 
  • Create a compelling reason for clients and prospects to talk to you
  • Get clients to share ALL of their important documents
  • Acquire more ideal clients by offering a list of value-added planning and advice processes. 

Don’t miss out, seating is limited. 

Watch Now! 

Bonus: Attendees will receive a free eBook, Guerrilla Marketing for Financial Advisors: Transforming Financial Professionals through Practice Management.

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