The Values Clarification Exercise for Even Greater Success – Free 6-page Document Download

InfoGraphic-ValuesClarificationExercise-Download-SampleDefine Core Values to Align Successful Behavior and Goals

In order to successfully apply the principles and systems to help you experience even greater success, it is vital that you first identify your values so you can then create behaviors that support your values. When there is conflict or a discrepancy between your values and behavior or goals, success is impossible. Your values are basically the “why” behind your goals.

 

Values, Goals, and Behaviors must all be focused in the same direction for successful goal achievement, and when any one of them is out of alignment with the other, you will find yourself spinning your wheels. Your values will lead you in one direction, while your behavior leads you in a completely different direction, never allowing for your energies to complement each other. Download and complete this exercise to help you align your goals and behavior with your values so that everything is heading in the same direction. When goals and behavior are aligned with core values, you have the winning formula for success.

 

To download my complimentary 6-page values clarification exercise to help get you started on really defining your values, go to http://www.accountabilitycoach.com/values-clarification/.

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Happy New Year! Let’s kick some butt in 2017!

photo-happynewyear-2017-1I just wanted to take a quick moment to say how much I appreciate your business and continued support.

 

I’m very grateful for you and so many things in life.

 

It is a pleasure for me to be able to serve entrepreneurs and business professionals like you.

 

I believe that you and I have the ability to have a positive impact on this world. That’s why I’m so excited to serve our community.

 

2016 has been written and I hope our relationship will grow into something even more amazing in 2017.

 

When hard-working, values- and goals-driven people like you and I put our heads together, there’s no limit to what we can accomplish.

 

Thank you for your continued support and I hope you let me know how else I can be of service to you in 2017 and beyond.

 

I wish you a very healthy, happy, and profitable new year.

 

I welcome your comments and feedback on how I can help you make 2017 your best year ever.

 

Enjoy this short goal-setting article to help you create/update your 2017 game plan. Go to http://www.accountabilitycoach.com/4-tips-for-effective-goal-setting/ now.

 

Aim High,

Anne

The Accountability Coach™

The Accountability Pit-Bull™

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Could your team be even better at their job? Support Team Performance Assessment – SAMPLE

InfoGraphic-Support_Team_Assessment-Download-SampleUtilize this simple and effective performance assessment for every member of your team. Customize it for each person on your team. To download your complimentary performance assessment so you can customize it for your team members, go to: http://www.accountabilitycoach.com/support-team-member-progress-assessment/

 

Many simple and effective resources get created when I’m coaching people.  An issue or situation comes up and I create a resource tool to help them get an even better result.  In today’s example, the business owner wanted to better hold his support team accountable so I created a performance assessment tool.  This enhances regular communication with each team member about their specific performance of what they are responsible for.  It lets the team member feel good about their progress and it helps the business owner feel more confident about what is being done and at what level of performance.  You will benefit from utilizing this simple and effective performance assessment for every member of your team. Customize it for each person on your team. Schedule a meeting every 90 days to review progress in each area you are measuring.

 

To download your complimentary performance assessment so you can customize it for your team members, go to: http://www.accountabilitycoach.com/support-team-member-progress-assessment/Share This Post

Create your competitive business advantage and exponentially grow your business!

Create your competitive business advantage and exponentially grow your business by applying The AdvisorRoadmap™ virtual training proven processes so you can easily surf any and all of the big DOL waves that might come your way. April 10 DOL Applicability isn’t that far away… Get started today by going to http://www.billbachrach.com/advisor-roadmap/

 

Check out this short video https://youtu.be/KtyqFkibL4I

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Discover The 7 Critical Conversations for Quickly Building a 7-Figure Financial Advice Business

Logo-AdvisorRoadmapVT-DiagramYou can’t stop the DOL Fiduciary Standard but you can discover and easily implement The AdvisorRoadmap™ Virtual Training proven processes to help you be DOL applicable by April 10.

 

AdvisorRoadmap™ Virtual Training for Financial Advisors is a web-based, virtual training platform unlike anything in the industry. This state-of-the-art platform will help you maximize

– your client value proposition,

– exponentially grow your business,

– master client acquisition, and

– be DOL compliant.

 

“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.

 

The training utilizes Adult Learning Theory which helps to accelerate learning, retention, and results. This unique training platform takes most of what Bill Bachrach has been teaching Advisors for the past 25+ years and condenses it down so you receive proven processes and skills (via interactive training courses, videos, scripts, interviews, demonstrations, and live webinars with Bill, and more) in 4 main areas:

  1. Client Acquisition
  2. Client Service
  3. Leadership
  4. Time / Priority Management

 

Take advantage of this great opportunity to create your competitive business advantage and exponentially grow your business by applying The AdvisorRoadmap™ virtual training proven processes so you can easily surf any and all of the big DOL waves that might come your way. April 10 DOL Applicability isn’t that far away…Get started today by going to http://www.billbachrach.com/advisor-roadmap/

 

Call 619-255-4888 or email BillBachrach@billbachrach.com today!!

 

“The scripts are brilliant. So many times you’re talking to somebody or put in a situation where you’re just winging it. That’s not ideal for them and it’s not ideal for you.” –Todd B.

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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

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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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