Guerrilla Marketing for Financial Advisors

About the Book

Through the eyes of two Guerrilla Marketers, this book shows you Guerrilla Marketing ideas to help you build your business and make more as a financial advisor than you ever thought possible. Jay Conrad Levinson, author of the highly successful Guerrilla Marketing series of books has teamed up with financial advisor consultant  and coach Grant W. Hicks, CIM, FCSI , to uncover all aspects of marketing for financial advisors. This work is a collection of fourteen years of researching and testing the best ideas for financial advisors.
Grant's educational website www.financialadvisormarketing.com has additional resources to help any advisor at any level become more successful. This easy to read book will be an abundance of resources advisors need to dramatically change and grow their business.

Inside you will find nine chapters including samples and templates  to help build your business. The following is a chapter summary that will take the reader through forty business and marketing ideas, principles and examples that have been used successfully and step by step on how to apply them to your business.

 1. Build a Better Business and Marketing Plan
 2. Getting New Clients from Outside Sources
 3. Getting New Clients from Internal Marketing
 4. Welcoming New Clients
 5. Wowing Clients
 6. Mastering Service for All Clients
 7. Taking Your Business to the Next Level 
 8. Marketing Principles for Financial Advisors
 9. Guerrilla Marketing Tools and Marketing Action Plan Worksheets

If you want to be a successful advisor in your market and improve your client service levels, then Guerilla Marketing For Financial Advisors is your marketing blueprint. It is time for advisors to take action.

About the Author

Grant Hicks is the co-author of the book "GUERRILLA MARKETING FOR FINANCIAL ADVISORS" Secrets For Making Big Profits from your Financial Advisory Business, from Trafford Publishing.

Grant has teamed up with Jay Conrad Levinson who is the author of the best-selling marketing series in history, "Guerrilla Marketing," plus 29 other business books. His books have sold 14 million copies worldwide His guerrilla concepts have influenced marketing so much that today his books appear in 39 languages and are required reading in many MBA programs worldwide.

Grant's background includes building up a financial planning firm from twenty advisors to over sixty advisors in three years. He personally built up a book of business rapidly from one million to over forty million under management in just over two years. His ideas have also appeared on Advisor.ca, a Canadian advisors marketing and business building website.

Grant speaks to audiences of financial advisors, mutual fund wholesalers and insurance professionals on a regular basis about how to build your business through his marketing ideas. His website www.financialadvisormarketing.com is a virtual search engine for marketing for investment professionals and the financial industry with hundreds of links to the best marketing ideas and speakers in the industry today.

He holds the Canadian Investment Manager, (CIM) portfolio management designation from the Canadian Securities Institute and is a Fellow of the Canadian Securities Institute, the highest mark of professionalism in the Canadian Securities Industry (FCSI). Grant is a long-standing member of the Canadian Association of Financial Planners (C A F P) and The Canadian Association of Insurance and Financial Advisors (C A I FA, now called Advocis) and the Federation of Independent Deposit Brokers ( FCIDB) .

He owns Hicks Financial, a fixed income management company and is also President of Hicks Financial Consulting, a marketing and consulting firm to the financial services industry. He focuses on helping investors increase their income and afford an Island Lifestyle through his Island Lifestyle Program.

Grant writes a weekly column on financial topics in his hometown newspaper in Parksville, British Columbia. He is married with two children. Grant played professional hockey in Europe, before starting a career in the financial services industry in 1989.

Jay Conrad Levinson is the author of the best-selling marketing series in history, "Guerrilla Marketing," plus 29 other business books. His books have sold 14 million copies worldwide. His guerrilla concepts have influenced marketing so much that today his books appear in 39 languages and are required reading in many MBA programs worldwide. Jay taught guerrilla marketing for ten years at the extension division of the University of California in Berkeley. And he was a practitioner of it in the United States -- as Senior Vice-President at J. Walter Thompson, and in Europe, as Creative Director and Board Member at Leo Burnett Advertising.

He has written a monthly column for Entrepreneur Magazine, articles for Inc. Magazine, and online columns published monthly on the Microsoft Website -- in addition to occasional columns in the San Francisco Examiner. He also writes online columns for several Internet websites, including Netscape, America Online, Fortune Small Business and Hewlett-Packard.

Jay is the Chairman of Guerrilla Marketing International, a marketing partner of Adobe and Apple. He has served on the Microsoft Small Business Council and the 3Com Small Business Advisory Board. His Guerrilla Marketing is series of books, audiotapes, videotapes, an award-winning CD-ROM, an Internet website, and a breakthrough online marketing advancement called The Guerrilla Marketing Network, a marketing support system for small business, a way for business owners to spend less, get more, and achieve substantial profits.

Grant can speak at your next conference or meeting - contact us now to find out how