Master Client Acquisition in the New World of the DOL Rule and Digital Advisors to Get BIGGER, BETTER, and FASTER Results

Financial plan for retirementDuring this how-to web class, you’ll learn how to use the new disrupted world of the DOL Rule and Digital Advisors to your advantage and clearly differentiate yourself from other advisors, so you can get hired more quickly by great clients, and grow your business more than ever.

 

What you’ll learn by attending this web class with Bill Bachrach:

  1. How to quickly build trust with prospective Ideal Clients and increase the trust you’ve earned with existing clients, enabling you to generate more revenue per client while decreasing your marketing expenses and efforts.
  2. How to master client acquisition by learning how to discover and engage prospective high-net worth clients. Become skillful at recognizing and answering the pivotal questions during the first conversation and how to create a meaningful connection with each person from the first moment of contact. Remember, each person you meet could be your next client.
  3. How to master the initial client meeting by making a deep emotional connection, helping clients and prospects define their goals, and benchmark their current financial reality.
  4. How to master articulating your client value promise so you get hired in the first meeting, inspire your clients to do all of their business with you, and generate more referrals.

 

After attending and implementing what you learned, you will

  • enjoy adding great clients that generate more revenue and do all of their business with you,
  • build a huge pool of prospective high net-worth clients that you’ll be able to conduct best-in-class initial client meetings with, and
  • get hired immediately and receive even more referrals.

 

What could this mean for you?

  • An improved quality of life,
  • working less hours,
  • serving the right type of clients, and
  • making more money!

 

As George Leonard says…“Mastery isn’t reserved for the super talented or even for those who are fortunate enough to have gotten an early start. It’s available to anyone who is willing to get on the path and stay on it.”

 

Register today by going to:  http://insurancewebx.com/ways-to-master-client-acquisition-in-the-new-dol-rule-world/

 

When: Dec. 8 at 12:00pm ET

 

Can’t attend… Register and receive a link to watch the replay.Share This Post

Claim Your 75% off Savings Today and Get Your Holiday Shopping for Everyone Done

With the holidays coming up…

Now’s a great time to be asking yourself, “Who in my life would benefit from business acceleration gifts (clients, prospects, associates, friends, etc.)?”

Think of your top 10 prospects, clients, associates, and friends, and write their names down right now.

Congratulations!

You’ve just solved the hardest part of the holidays—finding the right gift for some of the people in your life.

And with our “75% off special” (Yes, I said 75% off) Black Friday, Small Business Saturday, and Cyber Monday (all wrapped into one), you can now cross those people off your list. Yeah!

And now, don’t you deserve something for yourself??!?

book-noexcuses-cd-guidebook-theaccountabilitycoachbook-worklifebalanceemergencykit-bookcoverlove_aqua

Remember to take the time to treat yourself also…. and take the tax write off for all these gifts. Almost everything in the store is 75% off so take advantage of these big savings today!

Save Big on Nov. 24-29!

Enter Code SHOPSMALL at checkout to claim your savings!

Special Offer! Act Now!

Enter Code “SHOPSMALL” on checkout.

Have a fantastic holiday season!

Let me know how else I can be of service to you in the achievement of your goals so you can enjoy the kind of business and life you want and deserve.

 

Aim High,

Anne Bachrach

The Accountability Pit-Bull™

http://www.accountabilitycoach.com/

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You Deserve It….

With the holidays coming up…

 

Now’s a great time to be asking yourself, “Who in my life would benefit from business acceleration gifts (clients, prospects, associates, friends, etc.)?”

 

Think of your top 10 prospects, clients, associates, and friends, and write their names down right now.

 

Congratulations!

 

You’ve just solved the hardest part of the holidays—finding the right gift for some of the people in your life.

 

And with our “75% off special” (Yes, I said 75% off) Black Friday, Small Business Saturday, and Cyber Monday (all wrapped into one), you can now cross those people off your list. Yeah!

 

And now, don’t you deserve something for yourself??!?

 

book-noexcuses-cd-guidebook-theaccountabilitycoachbook-worklifebalanceemergencykit-bookcoverlove_aqua

Remember to take the time to treat yourself also…. and take the tax write off for all these gifts. Almost everything in the store is 75% off so take advantage of these big savings today!

Save Big on Nov. 24-29!

Enter Code SHOPSMALL at checkout to claim your savings!

 

Special Offer! Act Now!

Enter Code “SHOPSMALL” on checkout.

 

Have a fantastic holiday season!

 

Let me know how else I can be of service to you in the achievement of your goals so you can enjoy the kind of business and life you want and deserve.

 

Aim High,

Anne Bachrach

The Accountability Pit-Bull™

http://www.accountabilitycoach.com/

PathsLogobook-livewithnoregrets-cover

 Share This Post

Obtain Prospects Who Will Hire and Refer You, while Maintaining Clients Who Will Consistently Do Business with You! Upcoming Web Class

tablet pc woman man businessman indoor contrat

Join me, Anne Bachrach, also known as the Accountability Coach™, as I explain the 12 questions that can help you build a more client-centered business and assist you in enhancing your clients’ and prospects’ experiences. The results can lead to:

  • Prospects who are more likely to hire you in the first meeting.
  • Clients who are more inclined to do all of their business with you.
  • Clients who more consistently refer.

 

With my help, you could obtain prospects who are more likely to hire you in the first meeting, and retain clients who are more inclined to do all of their business with you!

 

On Nov. 17th at 12 EDT, you will explore strategies that will help you to: 

  • Communicate in a way that is truly about your clients and prospects.

 

    • Get more clients.
  • Keep the clients you want to keep.

 

    • Achieve your goals.
  • Be even more focused on activities that produce results.The proven principles that I will share have been successfully implemented by the advisors I coach, all of whom earn between six- and seven-figure incomes!

 

 

 

Register by going to http://insurancewebx.com/obtain-prospects-who-are-more-likely-to-hire-you/  

 

Mark your calendar for: Nov. 17, 2016 at 12:00am ET /11:00am CT/ 10:00MT/ 9:00am PT

 

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 replay.Share This Post

Create Your Competitive Business Advantage and Exponentially Grow Your Business – Last Day to Enroll and Save Big!

 logo-advisorroadmap-virtualtraining-coloredtagline2

“I used this process to acquire every single one of my clients: 185 clients, $225M of AUM, almost $2M of business revenue, and a 7-figure personal income.”  

– Don V.

 

TIME IS RUNNING OUT! The Super Early Bird Pricing for the next AdvisorRoadmap™ 3-Day Client Acquisition Mastery Workshop expires on November 15th. You can register today for ONLY 997!  REGISTER NOW (https://peopleskillsnetwork.com/).

 

“I built my $1.5M fee-based business by implementing this powerful repeatable process. I wish I had this process from my first day in the business!”

– Sybil P.

 

Join us in August for the ultimate gathering of AdvisorRoadmap™ members in what we like to call our ‘Dojo’. The ‘Dojo’ is three days of guided practice so you master your skills at high pay-off client acquisition activities and the initial client interview so you get HIRED more often by the right type of clients.

 

When You Return Home You Don’t Have Pages Of Notes…You Have A Higher Level Of Skill And Confidence To Go Get Great Clients.

So why attend?

 

Simple…you’ll discover how to

Attract And Get Hired By Better Clients,

– Implement Goals-Based Financial Planning,

Generate Higher Planning Fees (Up-Front & Ongoing),

– Gather More Assets And

Get More Referrals.

 

Discover how to build a Seven-Figure Business and have a great work/life balance while being 100% DOL Compliant.

 

Register (https://peopleskillsnetwork.com/) for the 2017 Client Acquisition Mastery Workshop and receive our SUPER early-bird pricing of ONLY 997Super early-bird pricing ends November 15th.

 

CLICK HERE TO REGISTER NOW

(https://peopleskillsnetwork.com/)

 

In addition to rewarding the early-movers with the super early-bird pricing, the first 15 registrants (Only 1 VIP slot remaining) will also receive VIP Workshop Benefits (Value = $1,860), which includes:

 

  •  1:1 Coaching Session with Bill Bachrach (Value = $1,000)
  •  1:1 Coaching Session with Anne Bachrach (Value = $600)
  •  VIP Welcome Reception (Value = $200)
  •  Package of Financial Road Maps (Value = $30)
  •  Values-Based Financial Planning book (Value = $30)

“Before I started working with Bachrach & Associates, Inc. I was charging $3k per client, now I am charging $45k per client. My current total revenue is $1,250,000 per year. What enabled me to do this was the skills and confidence that I gained. Not only has my business improved but also my personal life and health. I can now truly focus on the things that are most important to me.”  –Todd B.

 

Dates: August 16th – 18th, 2017  Location: San Diego, CA

 

CLICK HERE TO REGISTER NOW (https://peopleskillsnetwork.com/)

“Since working with Bachrach & Associates I’ve acquired 7 Ideal Clients who pay my minimum predictable annual fee of $24,000 and generated an additional $152,000 in recurring revenue from AUM.” — Debbie P.

 

Questions about the Workshop? Contact Michael Opielowski at Michael(at)billbachrach.com or call (619)255-4888.

 

We look forward to working with you within the AdvisorRoadmap virtual training platform and seeing you at the August 3-day Workshop to help you continue building your Ideal Business so you can enjoy your Ideal Life.

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Leverage the New DOL Fiduciary Standard Rule as a Springboard to Exponentially Grow Your Business – Only 1 Day Left!

logo-advisorroadmap-virtualtraining-coloredtagline2

“I built my $1.5M fee-based business by implementing this powerful repeatable process. I wish I had this process from my first day in the business!”

– Sybil P.

 

TIME IS RUNNING OUT! The Super Early Bird Pricing for the next AdvisorRoadmap™ 3-Day Client Acquisition Mastery Workshop expires on November 15th. You can register today for ONLY 997!  REGISTER NOW (https://peopleskillsnetwork.com/).

 

“I used this process to acquire every single one of my clients: 185 clients, $225M of AUM, almost $2M of business revenue, and a 7-figure personal income.”  

– Don V.

 

Join us in August for the ultimate gathering of AdvisorRoadmap™ members in what we like to call our ‘Dojo’. The ‘Dojo’ is three days of guided practice so you master your skills at high pay-off client acquisition activities and the initial client interview so you get HIRED more often by the right type of clients.

 

When You Return Home You Don’t Have Pages Of Notes…You Have A Higher Level Of Skill And Confidence To Go Get Great Clients.

So why attend?

 

Simple…you’ll discover how to

Attract And Get Hired By Better Clients,

– Implement Goals-Based Financial Planning,

Generate Higher Planning Fees (Up-Front & Ongoing),

– Gather More Assets And

Get More Referrals.

 

Discover how to build a Seven-Figure Business and have a great work/life balance while being 100% DOL Compliant.

 

Register (https://peopleskillsnetwork.com/) for the 2017 Client Acquisition Mastery Workshop and receive our SUPER early-bird pricing of ONLY 997Super early-bird pricing ends November 15th.

 

CLICK HERE TO REGISTER NOW

(https://peopleskillsnetwork.com/)

 

In addition to rewarding the early-movers with the super early-bird pricing, the first 15 registrants (Only 3 VIP slots remaining) will also receive VIP Workshop Benefits (Value = $1,860), which includes:

  • 1:1 Coaching Session with Bill Bachrach (Value = $1,000)  
  • 1:1 Coaching Session with Anne Bachrach (Value = $600)  
  • VIP Welcome Reception (Value = $200)  
  • Package of Financial Road Maps (Value = $30)  
  • Values-Based Financial Planning book (Value = $30)

 

“Before I started working with Bachrach & Associates, Inc. I was charging $3k per client, now I am charging $45k per client. My current total revenue is $1,250,000 per year. What enabled me to do this was the skills and confidence that I gained. Not only has my business improved but also my personal life and health. I can now truly focus on the things that are most important to me.”  –Todd B.

 

Dates: August 16th – 18th, 2017  Location: San Diego, CA

 

CLICK HERE TO REGISTER NOW

(https://peopleskillsnetwork.com/)

 

Questions about the Workshop? Contact Michael Opielowski at Michael(at)billbachrach.com or call (619)255-4888.

 

We look forward to working with you within the AdvisorRoadmap virtual training platform and seeing you at the August 3-day Workshop to help you continue building your Ideal Business so you can enjoy your Ideal Life.

 Share This Post

Last Chance to Save BIG!! Check it out before it’s gone!

Anne BachrachWho doesn’t like a really BIG SALE? I sure don’t know anyone.  Jump on this one today before it’s gone.

 

Take advantage of this BIG discount opportunity and give these high-value books to your clients, prospects, business associates, employees, peers, family, friends, and anyone you think would benefit.  When you give a book as added-value to clients and prospects, you just might receive additional business in return.

 

Each book is ONLY 5 dollars when you order today. Yes, I said only 5 dollars. Take advantage of this amazing opportunity by going to http://www.accountabilitycoach.com/holiday-special-2016/.

 

Save 50% when you order today.

Only 5 dollars when you order your copies today!

book-excusesdontcountShare This Post

Your Holiday Special Has Come Early! Check it out before it’s gone!

Makes a great gift for clients and prospects.

Makes a great gift for clients and prospects.

Who doesn’t like a really big sale? I sure don’t know anyone.  Jump on this sale before Nov. 13 and SAVE BIG.

 

Take advantage of this BIG discount opportunity and give these high-value books to your clients, prospects, business associates, employees, peers, family, friends, and anyone you think would benefit.  When you give a book as added-value to clients and prospects, you just might receive additional business in return.

 

Each book is ONLY 5usd when you order before Nov. 13. Take advantage of this great opportunity by going to http://www.accountabilitycoach.com/holiday-special-2016/.

 

Anne BachrachShare This Post

Obtain Prospects Who Will Hire and Refer You, while Maintaining Clients Who Will Consistently Do Business with You!

webinar-insurancewebx-11-17-16Join me, Anne Bachrach, also known as the Accountability Coach™, as I explain the 12 questions that can help you build a more client-centered business and assist you in enhancing your clients’ and prospects’ experiences. The results can lead to:

  • Prospects who are more likely to hire you in the first meeting.
  • Clients who are more inclined to do all of their business with you.
  • Clients who more consistently refer.

 

With my help, you could obtain prospects who are more likely to hire you in the first meeting, and retain clients who are more inclined to do all of their business with you!

 

On Nov. 17th at 12 EDT, you will explore strategies that will help you to: 

  • Communicate in a way that is truly about your clients and prospects.

 

    • Get more clients.
  • Keep the clients you want to keep.

 

    • Achieve your goals.
  • Be even more focused on activities that produce results.The proven principles that I will share have been successfully implemented by the advisors I coach, all of whom earn between six- and seven-figure incomes!

 

 

Register by going to http://insurancewebx.com/obtain-prospects-who-are-more-likely-to-hire-you/  

 

Mark your calendar for: Nov. 17, 2016 at 12:00am ET /11:00am CT/ 10:00MT/ 9:00am PT

 

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 replay.

 Share This Post

4 Tips for Being More Consistent

photo-consistentWhen it comes to your business, consistency is absolutely essential to increasing success. Becoming and staying consistent is not always easy, but it will always produce better results.

 

What exactly does it mean to be consistent? I would say that Merriam-Websters dictionary probably says it best…

 

“Consistent-Marked by harmony, regularity, or steady continuity:

free from variation or contradiction.”

 

Staying consistent will mean a number of things to you as you grow your business. To clients, you will appear reliable, dependable, capable, and steady. To your employees, you will appear congruous and constant. Consistency makes up a huge part of what causes a business to be successful, and achieving consistency will bring you a step closer to realizing this success on your own terms.

 

Here are 4 tips that can help you to become more consistent each and every day. Some of these tips might seem like no-brainers, but following them faithfully can have a dramatic impact on the outcome of any project that you might be working on, be it large or small.

 

1… Create and Execute a Game Plan

Having a set plan is absolutely essential to staying consistent. Without a firmly established success road map, you could very easily veer off course. This could cause variation in any part of your business, even if you are trying as hard as you can to avoid it. In truth, it is really hard to stay focused and regular when you do not have a plan to work from that can help you realize how to get to where you ultimately want to be. To help you consistently execute your plan, you need to make sure you utilize your calendar so you can stay focused on exactly what needs to be done every day.

 

Does your business have policies and procedures for all of its work-related tasks? Do your employees have access to these procedures? How do you know that your employees have this information? The failure to have a plan in place is a common-enough occurrence among businesses, but you would be amazed at how many businesses forget about putting together a plan for informing everyone involved, as keeping such information current is important!

 

2… Encourage Open Communication

Have you ever had a team member who asked you a lot of questions or the same questions over and over? Believe it or not, some people naturally get aggravated when they are asked questions, even if they pertain to the important aspects of running the business. But unless this habit is broken and overcome, this kind of communications breakdown could result in setbacks that will hurt you and your company’s success.

 

If you often find yourself annoyed when asked for answers that you feel should be common knowledge, then you really need to take a second look at the situation. Try to be open to any questions that make their way to your ears, and make sure that everyone else, whether they are directly involved or not, knows the answer as well. This is a great time to ensure that the answer to questions is being recorded in a procedures manual that everyone has access to so you don’t need to repeat it in the future. Successful businesses have procedure manuals for every position in the firm. Having a good, positive line of communication is essential to keeping things consistent and reliable.

 

3… Be Committed

One way to achieve consistency is to commit to it. This could mean committing to work until a certain time each day, working by appointment as much as possible (minimize phone tag), completing a specific amount of revenue generation hours each week, or meeting with your employees on a regular basis to reduce distractions and interruptions (be more time efficient). Regardless of what you intend to accomplish or pledge to do, making one or more commitments is likely to affect your business in a positive way.

 

One of the easiest ways to commit to your business is to be as passionate about it as when you first started. If you are having trouble finding passion in what you are doing, try to angle it so that you create passion. One way to do this is to sit down and make a list of all the good things that your business can accomplish each day and how it impacts those you serve. Try to remember what made you want to get into the business in the first place. If need be, you can always refer back to your original motivators. Once you establish what your passion is, you can more easily commit to what you are doing… and once you do this, consistency will follow.

 

4… Never Give Up

This might sound like a no-brainer, but not giving up does not always just have to refer to the ‘big’ parts of your business. If getting up at 6 in the morning has been hard on you, but good for your business, then try to find a way to make it work. Try to find a way to keep the consistency going! Don’t give up coming in at 6am just because the going is getting tougher! Making revenue generation calls for new business isn’t always easy or enjoyable for everyone, but we all need to do new client acquisition work – even when we don’t want to and when we seem to get a lot of “no’s” all at one time. You must keep forging on and doing whatever it takes to generate new business for the success of your business.

 

Giving up doesn’t just mean giving up on your business; it could mean giving up on your vision, on a policy, on a plan, on an idea, or even on an afternoon. Do your best to avoid giving up anything that could lead to more consistency for your business!

 

What Can I Do?

Adopting a plan that will result in more consistency for your business can seem daunting… so try to do it one step at a time. Start by applying these four simple tips. You will be amazed at how small changes will add up to big victories, bigger profits, and a tremendous (and well earned!) sense of accomplishment.Share This Post

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