Find Ideal Clients by Offering Your Beneficiary Audit Service

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Audit Service


Join Grant Hicks, co-author of Guerrilla Marketing For Financial Advisors, on April 25th at 1:00 ET 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 register now!

Bonus: Attendees will receive a FREE EBOOK Guerrilla Marketing for Financial Advisors: Transforming Financial Professionals through Practice Management by Grant Hicks and Jay Conrad Levinson. Find out why the “Guerrilla Marketing” series has sold over 21 million copies.