11 Tips for Staying Focused and On Track to Achieve Your Goals Web Class

You are probably working on your game plan for next year. If not, you should be.

 

When you attend this high-content web class, you will explore ways to help you put more fun and growth back into your business by developing the self-discipline to do what you know needs to be done when it needs to be done so you get the results, professionally and personally, you are truly capable of.

 

During this what-to-do and how-to-do-it web class I will share lessons from coaching financial advisors who make middle six-figure to seven-figure incomes.

 

You will discover 11 immediately action-able, results-producing strategies that will help you to:

  • Increase your income
  • Get more done in a lot less time (apply effective time management principles)
  • Achieve more of your goals
  • Be even more focused on the activities that produce results
  • Remove distractions and interruptions from your life
  • Be more aware of sabotaging habits that aren’t serving you

 

Most Advisors know what to do, yet they don’t do what they know they need to do so they can achieve their goals and enjoy the kind of business and life they truly want and deserve. Don’t leave your potential underdeveloped. Maximize your capabilities and accelerate your results by applying some of these 11 tips in your business and life.

 

Web Class Date: Dec. 7, 2017

Time: 1:00pm ET / 12:00pm CT / 11:00am MT / 10:00am PT

Register Now at: http://insurancewebx.com/get-more-clients-with-these-11-tips-for-staying-focused-and-on-track-to-achieve-your-goals/

 

I look forward to having you on the Insurance WebX Insider web class with me.

 

Can’t attend? Don’t worry. Register and you will receive a link to the replay.

 

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LIVE Training to Help You STOP Working Too Many Hours for Too Little Money – Nov. 15!!

True or False: Most Advisors work too many hours for too little money for too many of the wrong clients?

 

The responses from the polls we ran on our last Advisor training session indicate that this is true:

  • 90% of advisors said they need or want to make more money.
  • 69% said they want to work fewer hours per week and take more REAL vacation every year.
  • 92% said they would like to have a smaller total number of clients who each pay them more.

 

Claim your spot for Bill Bachrach’s FREE Training on November 15th at 9am Pacific Time / 12pm Eastern!

(http://www.youradvisorroadmap.com/clientacquisition-11-15-17)

 

Chances are very high that your current approach to client acquisition practically guarantees that you will work too many hours for too little money for too many of the wrong clients.

 

Most advisors want to make more money, work less, and have more of the “right” clients.

  1. Money.
  2. Time.
  3. Smaller total number of the “right” clients who each pay you more.

 

If you have a desire to be even better in any or all of these areas, join Bill Bachrach when he shares the Client Acquisition Mastery in the New World of High Regulation, Digital Advisors, and Disruptive Technology Free Training session on November 15th at 9am PT / 12pm.

 

Get Your Spot for This Free Training Now!

(http://www.youradvisorroadmap.com/clientacquisition-11-15-17)

 

In addition to getting the most clear and concise definition of “client acquisition” you’ve ever heard, in an hour, you will discover the answers to 4 vital questions:

  1. Who should be your target client and why?
  2. Why is it easy to “steal” (rescue) the best clients from established advisors?
  3. What’s the BIG mistake that most advisors make and what to do about it?
  4. What are the keys to successful Client Acquisition, like where to find higher-net-worth prospects

 

In addition to the answers to these questions, Bill shares case studies, stories, and examples of what the best advisors do well and what most advisors are doing wrong.

 

In order to improve your quality of life, work fewer hours, acquire the RIGHT clients, and make more money, join us LIVE for this training session.

 

Claim Your Spot for The Free Training Right Now!

(http://www.youradvisorroadmap.com/clientacquisition-11-15-17)

 

Don’t worry if you can’t attend. Register and get a link to the recording.

 

P.S. Too little money, too many work hours, and too many of the wrong clients didn’t happen by accident. This problem will NOT fix itself.Share This Post

Client Acquisition Mastery in the New World of High Regulation, Digital Advisors, and Disruptive Technology Training

Isn’t it time for a change?

True or False: Most Advisors work too many hours, for too little money, and for too many of the wrong clients?

 

The responses from the polls we ran on our last Advisor training session indicate that this is true:

  • 90% of advisors said they need or want to make more money.
  • 69% said they want to work fewer hours per week and take more REAL vacation every year.
  • 92% said they would like to have a smaller total number of clients who each pay them more.

 

Claim your spot for our FREE Training on November 15th at 9am Pacific Time / 12pm Eastern!  

(http://www.youradvisorroadmap.com/clientacquisition-11-15-17)

 

Chances are very high that your current approach to client acquisition practically guarantees that you will work too many hours, for too little money, and for too many of the wrong clients. 

 

Most Advisors 

  • want to make more money,
  • work less,
  • and have more of the “right” clients.

 

If you have a desire to be even better in any or all of these areas, join Bill Bachrach when he shares a Client Acquisition Mastery in the New World of High Regulation, Digital Advisors, and Disruptive Technology Free Training session on November 15th at 9am PT / 12pm.

 

Get Your Spot for This Training Now! (http://www.youradvisorroadmap.com/clientacquisition-11-15-17)

 

In addition to getting the most clear and concise definition of “client acquisition” you’ve ever heard, in an hour, you will discover the answers to 4 vital questions:

  1. Who should be your target client and why?
  2. Why is it easy to “steal” (rescue) the best clients from established advisors?
  3. What’s the BIG mistake that most advisors make and what to do about it?
  4. What are the keys to successful Client Acquisition, like where to find higher-net-worth prospects?

 

In addition to the answers to these questions, Bill shares case studies, stories, and examples of what the best advisors do well and what most advisors are doing wrong.In order to improve your quality of life, work fewer hours, acquire the RIGHT clients, and make more money, join us LIVE for this training session.

 

Claim Your Spot for The Free Training Right Now! (http://www.youradvisorroadmap.com/clientacquisition-11-15-17)

 

P.S. Too little money, too many work hours, and too many of the wrong clients didn’t happen by accident. This problem will NOT fix itself. 

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Success is a Choice! Success is NOT an accident. 

Success is NOT an accident! Success is a Choice!

Success is a Choice!

Success is NOT an accident. 

Watch the 4.52 minute video if you need a little inspiration today.  I found it to be very powerful and motivational.  To watch this Stephen Curry – Success is Not an Accident short video, go to

https://www.youtube.com/watch?v=RbsmMnAKeOI&feature=youtu.beShare This Post

Success Beliefs: Believing is Achieving

Inherently speaking, there is nothing that you are not capable of accomplishing. The truth is there is no such thing as can’t – you only think you can’t. Success is not a special privilege handed out to a selected few; success comes to applying success-oriented beliefs. Transform limiting beliefs into success beliefs and you can achieve anything.

 

Check out my entire article and about the 7 Success Beliefs. There is creation power in your belief system, so use success-oriented beliefs to create a success driven life. Go to https://assessments24x7.com/blog/success-beliefs/ now.Share This Post

Team Optimization: Becoming All You Can Be, Together

I frequently get questions about being an even better leader of your team. The article below by Mark Snow might give you some valuable insights.

 

I don’t use the word “team” loosely. It is entirely different than workgroup, department, or any other descriptor used for people who work next to one another. Literally or figuratively. Being part of a team connotes more than connected workflows. It’s about sharing a common mission, the selfless pursuit of goals, and the acceptance of roles that mean more to the result than they do to the individuals contributing to them.

 

That said – team harmony isn’t a given, even when well-meaning people have the right idea of “team” in mind. Conflict can (perhaps even should) occur. Each team is a unique mix. The dynamics created based on the predisposition and behaviors of the team-members can cause rifts, or worse. But with an individual sense of self-awareness – and an awareness of others on the team – every team can transcend the sum of its parts to reach heights no workgroup or department could ever hope to reach.

 

Here is a 4 Step-Starter Kit for Team Optimization

 

Step One: Gain an Understanding – Each team member is motivated, positively or negatively, by the undercurrent of the team behavior. But success begins from within. When each team member has a greater understanding of their own proclivities and preferences; how quickly they prefer to make decisions, the depth of their personal connection to other team members, their likely reactions to common team stress – and combine that with a similar knowledge of their team members – the sooner they will know when to push, when to hold back, and when to engage.

 

Step Two: Coming to Consensus – Most teams work with a nebulous mission and vision. Those are words commonly relegated to executive planning sessions, but they mean just as much to teams as they do to the organization as a whole. Teams that truly share a common mission go to bat for one another. They move towards goals with the same non-negotiable measures and behaviors in mind. When team members value different ideals, and act on them, the team acts like a ship with no rudder – sliding aimlessly from one to another. By committing to a team mission, you agree to make team decisions not only with the same long-term target in mind, but the same path as well.

 

Step Three: Avoiding the Negative – As I mentioned, teams will have conflict. But teams that adamantly avoid specific negative traits and behaviors have a huge advantage. By determining the negative traits to be avoided, for example; Being Pushy, or Indecisive, or Reactive, you can then determine what behaviors would constitute an infraction. Again, an example: A behavior of being Reactive may be to re-prioritize a critical long-term project several times in order to “put out fires”. When these behaviors are properly identified you will have a graphable measure, literally, of how often they are happening. If you could remove the most harmful commonly repeated team infractions, how much productivity do you think that may add?

 

Step Four: Becoming Personally Accountable – Now the hard part. Each team member should take time to think of the first three steps as they pertain to themselves, and document their own personal impact. It is always easier to advise others than it is to make changes in yourself, but if you are to become an optimal team there are 4 questions to openly answer.

 

If we are to become a great team:

  1. What am I not currently doing, that I need to begin doing right away?
  2. What do I need to stop doing today?
  3. What do I do well that I need to assert and leverage more often?
  4. What could benefit the team if I did less of?

 

For 15-years, Mark Snow has worked with hundreds of leading organizations on a variety of performance improvement initiatives specializing in the areas of leadership impact, strategic performance interventions, instructional design for classroom delivery, and defining success metrics to ensure alignment to business needs.

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Referral / Prospect Tracking Spreadsheet – SAMPLE – Free Download to Help You Keep Track of Potential Business

In my work with business professionals, I find that they often say to me that they have prospects that they haven’t followed up with (for whatever reason), or they lost track of some of the referrals people gave them. First of all, it’s hard to believe that someone wouldn’t have a process for tracking their referrals/prospects because that is potential revenue – but apparently this happens and probably more than it should. So, I came up with a simple tracking spreadsheet to help my clients better know who they have in their pool of prospects so they know where they are at in their pipeline, and they don’t lose anyone (or drown them) on the way.

 

Below are some stats which you may find very interesting about following up with prospects/referrals. I’m curious what you think about these percentages.

  • 48% of Sales People Never follow up with a Prospect
  • 25% of Sales People Make a Second Contact and Stop
  • 12% of Sales People Only Make Three Contacts and Stop
  • Only 10% of Sales People Make More Than Three Contacts
  • 2% of Sales are made on the First Contact
  • 3% of Sales are made on the Second Contact
  • 5% of Sales are made on the Third Contact
  • 10% of Sales are made on the Fourth Contac
  • 80% of Sales are made on the fifth to the Twelfth Contact  

Source: National Sales Executive Associates

 

To download my complimentary referral tracking spreadsheet to help you increase your revenue, go to http://www.accountabilitycoach.com/referral-tracking-workbook/

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Check out the Lead Generation Summit – Bill Bachrach conducting a session!

If you aren’t currently generating enough leads in your business, a resource you should check out is the upcoming Lead Generation Summit, taking place on November 6-10th. Bill Bachrach has arranged a free pass for you to attend and the Summit is virtual, so you can attend from anywhere.

 

The Lead Generation Summit is a compilation of lead generation experts who will be presenting strategies to generate more leads and grow your business in a variety of ways.

 

Bill will be presenting the 7 Critical Conversations for Building a 7-Figure Business, where you’ll explore: 

• How to most effectively acquire new clients 

• A repeatable process that motivates clients to have all of their business with you 

• How to break out of the everyday “trap” that is not successfully serving you 

• The skills needed to turn prospects into clients

 

Look through the lineup of speakers and topics and sign up to attend. Make sure to mention Bill Bachrach referred you when you sign up in order to get your FREE access.

 

Register now at http://leadgenerationsummit.com/?inf_contact_key=ef2937342273398a253b8f3d78fd4c9f3c718a431e9a2cbe7c892ad4fa4defa7

 

After you have a lead, the next step is to create a strong emotional connection between you and your prospective clients which will create the most important aspect of any relationship, TRUST.

 

If you can facilitate a meaningful experience that will get your existing and prospective clients discovering what’s truly important to them, you can move the needle on their “trust dial” in the right direction so they’ll want to hire you, implement all of your advice, and decide to do all of their business with you.

 

The way to do that is through Values-Based Financial Planning™.

 

Register now to grab your FREE seat for the Lead Generation Summit on November 6-10th. Bill is looking forward to having you join him. (http://leadgenerationsummit.com/?inf_contact_key=ef2937342273398a253b8f3d78fd4c9f3c718a431e9a2cbe7c892ad4fa4defa7)Share This Post

How to Improve an Already Successful Business

You already have a successful business and you have good repeat clients and word-of-mouth clients. You are successful at making a profit. Have you ever thought of improving your already successful business so that you can be number one or in the top 10 or 20 firms in your niche? There is nothing wrong with wanting to improve your business strategies in order to have your already successful business even more successful.

 

The 80/20 Rule

The 80/20 rule in marketing puts into motion that 80% of your profits are coming from 20% of your products or services. With your top products or services being the focal point of your sales and profits, how can you make these products or services even better? So, how do you make them stand out more than they are? Take into consideration what is making you the most sales is what people are looking for most. You have created something that is in demand. So how do you create even more demand for it?

 

Start Focusing

Start to focus on these successful products or services that are making your business successful and start improving on them. Ask your clients for feedback on your website: Is there anything that we can do better and improve upon?   What is it that you like about our product or service? Did you choose us over someone else? If so, what did you like better? Clients love to give feedback, and whether it is good or bad feedback from your clients it is an important part of your business success. You want to keep your clients coming back and you want them to tell their friends about how wonderful your products or services are. People like the personalized interaction. Offer to include them in a drawing for a prize for their feedback (for example, an iPad, tablet, etc.).

 

If your top sellers are different than the other products or services are, why not focus on that certain niche? By focusing more on what the best sales items are you will increase your profits. Add more products or services that support the top sellers or improve on them.

 

Believe in Yourself and Set Goals

Your clients certainly believe in you and your company so why don’t you believe in yourself even more? We all know that by believing in yourself you are more self-confident and self-reliant. When you are confident with what you are doing you are going to be successful in what ever goals you want to achieve.

 

Goal setting should be taken in baby steps. Short term goals turn into long term goals. You already had goals set when you started your business and what you need to do now is upgrade those goals for a more successful business. Write down your new goals on how you are going to improve your business and outline how you are going to go about reaching those goals. Goals need to be modified from time to time to ensure your business grows successfully and doesn’t just stay stagnant. Ideally, you would create a business plan with key business metrics that you execute every year – all year long.

 

Balancing Work and Home

When you are a business owner it can be difficult to find an equal balance between home life with your family and life with your business. You don’t want to end up spending more time at work than at home as this will put more unwanted stress on your life. Stress can negatively impact your work and your home life. Stress causes mistakes, lack in productivity, and can even ruin your business reputation.

 

You don’t want to be married to your work, you want to be married to your wife or husband. As a business owner your family is the most important part of your business as they are part of your support group.  

 

Make sure you always take the time for your family and friends. This not only strengthens your family bonds and affirmations, it also helps you find that balance between work and home life that will make you an even more productive business owner. When you are happy at home and happy at your business, you will be able to achieve your goals quicker and more efficiently.

 

Remember, believe in yourself, believe in your product or service, believe in you team, make goals that are attainable, and balance your home and work life. Following theses simple steps will turn your already successful business into an even more successful business so you can be even happier than you are today.

 

To read more high-value complimentary articles, go to http://www.accountabilitycoach.com/free-articles/, or watch high-content web classes, go to http://www.accountabilitycoach.com/free-articles/free-webinars/.Share This Post

Quickly Build Trust with High Net Worth People – Live Demonstration

This Could Be Your Competitive Advantage!

As a rookie Financial Advisor, Bill Bachrach was obsessed with creating a repeatable process that could be consistently implemented to acquire financially successful clients.

 

Through massive trial and error, script writing and re-writing, recording and studying the recordings of prospect and client meetings (which is enormously uncomfortable, as you might imagine), the “code” was eventually cracked and Values-Based Financial Planning™ was created.

 

Over the past 30 years, thousands of financial professionals have found Values-Based Financial Planning™ to be a very effective way to acquire and serve clients, especially Ideal Clients.

The crux of the Values-Based Financial Planning™ initial client interview is the Values Conversation™. And the good news is that in all the 30 years Advisors have been learning and applying what Bill teaches, it has all been in alignment with the DOL Fiduciary Standard.

 

Done well, this conversation tends to move the needle on the trust dial in the right direction (toward the 10 on a scale of 1-10). You create an experience that makes you the obvious choice to be their most trusted Financial Advisor. The Values Conversation™ creates an emotional connection with you.

 

There are 3 steps to the Values Conversation™. This is not complicated; however, it does require practice in order to build skill. To walk you through how to effectively implement the Values Conversation™ you have a unique opportunity to watch the process in action… LIVE from our office on Tuesday, October 17th at 11am PDT / 1pm EDT.

 

Register right now by going to: http://www.youradvisorroadmap.com/broadcast?inf_contact_key=ad495fb2c793632bdb9044d9ac36f12d8522f1d408901d511d76b69b0b5c5bbd

 

You’ll see a live demonstration of the Values Conversation™ with actual high net worth individuals. This will be an extremely valuable presentation to your business, and you can watch the LIVE broadcast at no charge – all you have to do is register.

 

Event Details:

How to Build High-Trust Client Relationships: Live video demonstration of the Values Conversation™ with Bill Bachrach

 

When: October 17th at 11am PDT / 1pm EDT 

 

Get the full details and register now by going to http://www.youradvisorroadmap.com/broadcast?inf_contact_key=ad495fb2c793632bdb9044d9ac36f12d8522f1d408901d511d76b69b0b5c5bbdShare This Post

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