Advisor Practice Management

Chapter 1 - Course Summary

Course introduction by Grant Hicks CIM

Your ideal client profile defined - Clarity for your practice and attract 45% more assets

Defining non-ideal clients

Defining your ideal clients and ideal families

Book your accountability call with Grant Hicks, CIM

Segmentation for financial advisors - summary

Segmentation mistakes financial advisors make and how to avoid them

Client Segmentation workbook

Segmenting your clients is an easy process

Do you have a segmentation program to manage your ideal capacity?

10 touch communications

Meeting planner for the year

Finding more ideal clients - where do I find them?

Finding more ideal clients - database building

Finding ideal prospect strategies that work for financial advisors

4 questions process- look to existing ideal clients to help you with introductions.

Expanding your COI network as a financial advisor

Financial advisors who have a successful COI network

The voice of the Financial Advisor

Your marketing plan workbook

The prospects journey

The ideal prospect journey, let them know what they don't know

The five-touch client acquisition process for financial advisors wanting to grow

Your 8 sentence marketing plan template

Calling ideal prospects - your call script and offers

Script for prospect meeting WITHOUT a spouse at the meeting

Do you have sample plans and sample case studies as a financial advisor to share with your best prospects?

Setting up the meeting with their documents script

Your value promise process - adding value

Stop fact-finding as a financial advisor

Do you offer fee audits or beneficiary audits?

Fee audit guidebook

Delivering more value - your value promise process

Learn a proven repeatable process for ideal client acquisition.