Grant Hicks, CIM, published author, professional speaker, coach and practice management consultant. He is the founder and National Director of Practice Management, with 25 years of unique experience in the financial services industry, and over 20 years as an advisor.

Sometimes, showing value to potential clients can be as simple and illustrating how you can build a strategy to long-term financial wellness and concise estate management. To better begin this process, Grant Hicks discusses creating an estate plan for clients or prospects by beginning with a beneficiary audit.

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