Insiders: Acquire More Clients Immediately Using Beneficiary and Fee Audit Services

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Join Grant Hicks and start acquiring more clients immediately.

Start implementing the processes of elite financial advisors by offering your “beneficiary audit and fee audit service.”

Learn how to:

  • Find ideal clients.
  • Create a compelling reason for them to talk to you.
  • Have them share ALL of their important documents.
  • Acquire more ideal clients by offering a list of value-added planning and advice processes such as a “beneficiary audit and fee audit service.”

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