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Discover your potential, starting today

Your proven marketing strategies course for financial advisors includes : One hour one on one coaching session with Grant Hicks, CIM, 8-sentence marketing plan template, 30-page Marketing workbook, Segmentation workbook, Fee audit checklist, Meeting email template, Ebook on Practice Management, proven marketing templates and more...

Course curriculum

1. Chapter 1 - Define-Defining ideal clients and ideal families
2. Chapter 2 - Segment- Segmenting ideal clients and everyone else
3. Chapter 3- Find - Building the ideal client database
4. Chapter 4 Journey- What do your prospects know and don't know?
5. Chapter 5- Meeting - Connecting and meeting your ideal clients and prospects
6. Chapter 6 - Acquire-Acquiring your ideal clients - Value promise- Delivering more value, communication, and coordination
7. Chapter 7- Onboard- Onboarding process for your new ideal clients

To learn more https://advisorpracticemanagement.thinkific.com/courses/marketing

How about your goals for your practice in 2024?

Comprehensive Practice Management checklist

https://practicemanagement.getresponsepages.com/ 

Sample: Comprehensive Financial Advisor Practice Management Benchmarking Report

Key data and KPI's Key Performance indicators. Do want a sample benchmarking report to help you understand how to get the edge on your practice and your competition? 

https://benchmark.getresponsepages.com/

Updated 2024 Technology Checklist for Financial Advisors 

This checklist is five years' worth of research on the best processes elite financial advisors and their teams implement to acquire and service ideal clients, while running an efficient practice. 

https://technology-checklist.getresponsepages.com/ 

We are here to serve your practice, let’s talk

Contact us to help get clarity around your goals on paper, and have the goals conversation by contacting
Grant at grant@ghicks.com or click on the link to set up a no-obligation 20-minute discussion https://my.timetrade.com/book/JMTNJ regardless if we work together, let’s have a chat and listen to your biggest practice management concerns to help you get clarity around your future business.

Grant Hicks, CIM, is President of Advisor Practice Management and co-author of “Guerrilla Marketing For Financial Advisors” 1st and 2nd editions. www.advisorpracticemanagement.com for speaking,
workshops, or coaching, contact Grant at grant@ghicks.com Grants combined financial advisor clients manage over 5 billion AUM, and earn over $50 million dollars combined!