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Financial Advisor Growth Program

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About Trainer

Grant Hicks, CIM, is a practice management expert and is President of Advisor Practice Management
He has 20 years of experience and he 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.

Grant Hicks specializes in elite practice management strategies for financial advisors and financial institutions He helps financial
professionals acquire ideal clients, and increase their revenue, through proven value added processes and strategic practice
management processes

His “Guerrilla Marketing For Financial Advisors” books are part of the “Guerrilla Marketing” series, which has sold over 21 million copies
worldwide His writing and speaking have made him an expert resource on practice management for financial professionals who want to
build an elite “Future Ready Financial Practice”

Program Includes
11 Hours Onine Training

Step 1 -Connect More
Preparing For Your Future

Step 2 – Acquire More
Proven Processes To Acquire More Ideal Clients In 2021-22

Step 3 – Service More
Proven Processes To Deliver Ideal Client Service

Step 4 – Deliver More
Key Practice Management Processes To Run A Successful Profession

Step 5 – Implement More
Your Implementation Checklist And Questions And Answers

6 Key Takeaways

1. E-BOOK – Guerrilla Marketing For Financial Advisors – 21 Million Copies Sold
2. E-Workbook on Building Marketing Plan
3. Templated Process to convert ideal clients
▪ Client Meeting Scripts
▪ Client Messaging Scripts
▪ Client E-Mailing Scripts
4. Template PPT for Client Conversations
5. 11 Pages Self Audit Prospecting Questionnaire – Uncover your Blind Spots
6. 23 Pages Practice Management Checklist – How to run your Business