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Beneva – Transforming Financial Professionals through Practice Management
April 18, 2023 EDT @1:30 pm - 2:30 pm
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Speakers:
- Grant Hicks
- Gordon Chan
Grant Hicks is President of Advisor Practice Management, a Financial Advisor coaching and training company, with over 30 years of unique experience in the financial services industry.
This webinar will explore how elite Advisors:
- are acquiring ideal clients and avoiding mistakes Advisors make on client acquisition
- deliver more value to ideal clients by offering value-added conversations and advice processes
- use strategies to build and manage ideal capacity, and why less is more
Come join us for this unique opportunity to kick start your spring!
No CE credits
