Join noted author Grant Hicks, CIM, of Advisor Practice Management, in an informative session for all financial advisors and professionals looking to build on their processes to acquire more ideal clients, deliver more value, and increase capacity in the practice. Grant, who is a judge on the Wealth Professional Awards and coaches elite financial teams, will share what he sees working with elite practices and teams, and how they implement key processes.
You Will Learn How To:
- Acquire more ideal clients, by offering more value than ever before
- Deliver more value to existing ideal clients by offering a list of value-added planning and advice processes such as a “beneficiary audit and fee audit services”
- Implement strategies elite practices use to build and manage ideal capacity and maintain an ideal lifestyle, including time management strategies, segmentation mistakes to avoid, and future–ready marketing techniques to employ
Grant Hicks, CIM, is a practice management expert and is President of Advisor Practice Management. www.advisorpracticemanagement.com Grant has written 3 books and is a keynote speaker at conferences and workshops for financial advisors. He has spoken for major financial institutions in Canada, United States and Asia. He coaches individual financial advisors and teams on perfecting practice management processes for ideal clients, prospects and centres of influence. Grants combined financial advisor clients manage over 4 billion AUM , and earn over $40 million dollars combined! Grant played professional hockey in Europe before starting in the financial industry.
Registration Fee: $19
Archive: The archive recording will be available after the webinar in your FSPgo account (on the My Account tab).
CE Credits: There are no CE credits available for this program.
12:00 pm – 1:00 pm ET
11:00 am – 12:00 pm CT
10:00 am – 11:00 am MT
9:00 am – 10:00 am PT
Note: This webinar was originally broadcast live on January 14, 2021.