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We will build a plan, a process to implement and measure results.
A Guided Practice Environment with like-minded, motivated financial professionals,engaged in hands-on, interactive, experiential learning to accelerate results.
Business planning results for financial advisors working with Grant Hicks, CIM, Canada results in a 246% increase in revenue.
Develop the skills and confidence you can apply immediately with instant access to powerful course content to get your next ideal client… and the next one and the next one and the nextone.
E-BOOK – Guerrilla
Financial Advisors – 21
Million Copies Sold
E-Workbook on Building
Templated Process to convert ideal
clients Client Meeting Scripts
Client Messaging Scripts
Client E-Mailing Scripts
Template PPT for Client
11 Pages Self Audit
Prospecting Questionnaire –
Uncover your Blind Spots
23 Pages Practice Management
Checklist – How to run your
2 DAY DIY WORKSHOP - For Business
Website Development and setting up
personalised online payment gateway for
Recording of the
Complete 11 Hours
ACQUIRING IDEAL CLIENTS - GUIDED PROCESS
6 KEY REAL CONVERSATIONS WITH IDEAL PROSPECTS
IMPLEMENTING YOUR MARKETING & BUSINESS PLAN SUCCESSFULLY
COMPLETE QUESTIONARE TO FILL THE GAP IN YOUR IMPLEMENTATION STRATEGY