Find Ideal Clients by Offering Your Beneficiary Audit Service

[]
1 Step 1
Complete the form to watch now
First Name
Last Name
Mobile Phone
Zip Code
Are you an Insurance Producer?
Are you securities licensed?

Audit Service

Previous
Next

Join Grant Hicks, co-author of Guerrilla Marketing For Financial Advisors, and start acquiring more ideal clients.

Discover how to implement the processes of elite financial advisors by offering your “beneficiary 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 service”

Complete the form to watch now!