The Kahanoff Conference Centre 105 - 12th Ave SE, 2nd Floor 11:30 - 1:15 PM
ADDING VALUE TO YOUR FINANCIAL PLANNING PRACTICE
Implementing and measuring your value to the ideal client.
Our guest speaker Grant Hicks, President of Advisor Practice Management will discuss how you can improve the way you deliver comprehensive client planning services, to attract and retain the ideal clients you want, in helping them to achieve their goals for lifelong financial security.
Grant will discuss the three key elements to growing a successful practice in a changing regulatory and technological environment. Key processes to prepare you for the future. You will need to understand, implement and measure these processes, to make changes in your future-ready practice.
Registered guests will receive a copy of his Audit Checklist of Client Value Added Steps, and e-book copy of his book, “Guerilla Marketing for Financial Advisors” (2nd edition). This new book covers five years of research on the best practice management strategies and the “Guerilla Marketing” series has sold over 21 million copies worldwide.
Following the presentation, a round table discussion on your experiences will be held to learn what you are experiencing in these challenging times with adding value to retain the ideal client.
Register today to network with your R.F.P. peers, financial planners, invited guests and other professionals.
R.F.P. members who register for this event may invite ONE support staff or other guest interested in becoming an R.F.P., for free. (To assist with food requirements, please enter the name and email address of your guest in the question box during the registration process.)
A light sandwich lunch will be provided in the registration fee of $25.
Grant Hicks, CIM President, Advisor Practice Management
Grant has written 5 books and is a keynote speaker at conferences and workshops for financial advisors. He has spoken for major financial institutions in Canada, the United States, and Asia.
His “Guerrilla Marketing for Financial Advisors” books are part of the “Guerrilla Marketing” series, which has sold over 21 million copies worldwide. His writing and speaking have made him an expert resource on practice management for financial professionals who want to build an elite “Future Ready Financial Practice”.
Event Time: 11:30 to 1:15.. Please arrive on time, as the speaker starts at 11:45.
Cost: $25.00 - Light lunch provided.
Registration closes Friday, May 14, 2019
We look forward to seeing you on May 16th!
Russell Todd, R.F.P. (Retired), Program Chair
Last updated: 22 Jul 2019 12:37 AM
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