Guerilla Marketing for Financial Advisors: Innovating Financial Professionals Through Key Practice Management Processes

The number one issue for financial professionals is capacity. What is the number one way to constantly build capacity in your financial services business? What blind spot is holding you back from achieving more? Does it seem there is never enough time to grow? It’s time for you to implement the missing practice management processes into your financial business so you can build your ideal business.

Based on extensive financial industry practice management research, proven marketing strategies from Guerrilla Marketing legend Jay Conrad Levinson and over 27 years of unique financial industry experience, Grant Hicks has created simple yet easy to implement strategies for any financial professional to build and manage capacity in their practice.

Research shows that a majority of financial professionals do not have detailed practice management processes including: a unique value proposition clearly articulated, a formal feedback system for clients, a clear definition of an ideal client and a process for attracting ideal clients. Learn strategies to build your ideal capacity, and increase your revenue by up to 33%, through unique practice management processes.

Quickly learn how to:

Identify and attract better ideal clients to manage your growth effectively

Manage your time to achieve consistent double digit growth and manage capacity issues

Gather more revenue and get more referrals by implementing proven processes

Inspire clients to act quickly through articulating your ideal client experience and case studies

Build key practice management processes to build ideal capacity such as feedback and your value proposition

Save yourself valuable time. By implementing just one new process, you will be on the path to your ideal capacity and ultimately your ideal practice.

Jay Conrad Levinson is the author of the best-selling marketing series in history, “Guerrilla Marketing”, plus 57 other business books. His books have sold 20 million copies worldwide. And his guerrilla concepts have influenced marketing so much that his books appear in 60 languages and are required reading in MBA programs worldwide. Jay taught guerrilla marketing for 10 years at the extension division of the University of California in Berkeley. He was a practitioner of it in the United States---as Senior VP at J.Walter Thompson, and in Europe, as Creative Director of Leo Burnett Advertising. He has been part of the creative teams that made household names of many of the most famous brands in history including: The Marlboro Man and The Pilsbury Doughboy. Jay sadly passed away on October 10, 2013 and was the Chairman of Guerrilla Marketing International and the Guerrilla Marketing Association. He transformed so many lives and businesses as the Father of Guerrilla Marketing.

Grant Hicks, CIM, is a practice management capacity consultant. In addition to being an author and a popular keynote speaker at many conferences, Grant runs a training and coaching program for top financial advisors. He is the founder and National Director of Practice Management at www.advisorpracticemanagement.com with 27+ years of unique experience in the financial services industry. Grant is best known for co-authoring “Guerrilla Marketing for Financial Advisors” with Jay Conrad Levinson.