Tuesday, September 27, 2022

CLIENT ACQUISITION MASTERCLASS FOR FINANCIAL ADVISORS

Why You Need To Master Client Acquisition

 

Whether you're a rookie advisor, a successful veteran, or an advisor stuck in what we call the 'mediocre middle,' client acquisition is 100% your responsibility.

The hard truth - To thrive in this industry, you need to be great technically, AND you need to be great at client acquisition.

The main difference between a great financial advisor and an advisor stuck in that quagmire we call the ‘mediocre middle,’ is the ability, the skills, and the confidence to acquire Ideal Clients
(High Net-Worth Clients).

If you’re wanting to improve your ability, your skill, and increase your confidence in turning high net-worth prospects into your Ideal Clients, register and join the Client Acquisition Masterclass presented by Top Advisor Trainer, Bill Bachrach on Wednesday, September 28th at 2pm ET. Click below to invest in yourself. 

 

https://www.youradvisorroadmap.com/apm-webinar

We know your time is your most valuable asset and Bill has built the 1-hour Masterclass to be immensely valuable for you and your growing business.

Learn more click here »

Marketing plans for higher net worth clients – 

join Bill Bachrach at his next masterclass  
There are a few secrets in marketing to the next level clients. Successful financial advisors need a marketing plan and unique strategies to get there. Join Bill  Bachrach to learn a proven scripted process. https://www.youradvisorroadmap.com/apm-webinar 

 

 

Grant Hicks, CIM is a President of www.advisorpracticemanagement.com a coaching and training firm for elite financial advisors. 

Always check with your compliance office and or branch manager before implementing any marketing idea. The information does not constitute a recommendation for the sale or purchase of any securities or insurance.

Like

Twitter

Pinterest

GooglePlus

LinkedIn

Forward

Advisor Practice Management (c) 2022


No comments:

Post a Comment