When you decrease your excuses, you will increase your results.  Duh!

 

  • How many times a day are you making excuses for not doing your highest payoff activities?
  • How often are you making excuses for choosing to do something with your time that isn’t the best use of your time to move you forward?
  • What excuse are you telling yourself for not doing the business development / revenue generation activities that you know you need to do so you can be even more successful?
  • What excuse are you making for not delegating activities that someone else can do so you are doing only those activities that you can do?
  • What excuse do you need to stop giving yourself so you can more quickly achieve your goals?
  • What excuse are you telling yourself to not terminate a staff member who isn’t performing to your expectations?
  • What excuses are you going to stop telling yourself so you can enjoy the kind of business and life you truly want to have?

 

I’m curious to know what your biggest excuse is that you are going to no longer accept so you can increase your results.  Feel free to share that with me.

 

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The Key to Getting More and Better Clients in Any Economy – Web Class with Bill Bachrach

Do words matter?  Only if you want clients to trust you, hire you, move all their money to you, follow your advice, keep working with you even when markets are down, and introduce you to everyone they know.

 

Yes, the words do matter!  They matter a lot.  What you say, how you say it, and when you say it can make all the difference in the world to your success or failure.

 

This is another what-to-do and how-to-do-it web class where Bill Bachrach will teach you actionable ideas about what to say and what NOT to say in order to attract and retain the clients you really want.

 

Register today by going to: http://insurancewebx.com/communication-skills-the-key-to-getting-more-and-better-clients-in-any-economy/

 

Bill Bachrach is one of the most recognized “names” in the Financial Services industry and was named “one of the four most influential people in the Financial Services industry” by Financial Planning Magazine.  As the “father” of the Values-Based Financial Planning™ philosophy and the Trusted Advisor concept, Bill’s work has had a profound impact on how Financial Professionals conduct business, and he has stood at the forefront of the movement to transform the Financial Services industry into a true profession.

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Discover The Mindset and Strategies of Top Advisors Webinar Series with Bill Bachrach

“The Insider Secrets to Having Your Ideal Business and Living Your Ideal Life!”

 

By discovering and implementing the mindset and strategies of Top Advisors You Will…

 

  • Have a clear picture on what you want your business to look like and who you want to serve
  • Ensure you are getting the income you truly want without being chained to commissions
  • Have a client value promise that clients will admire, pay you handsomely, and bring you referrals
  • Be more productive than ever and get your precious time back to spend however you want
  • Crush your limiting beliefs and whatever else is holding you back from being the person you truly want to be

 

Register Now!

Webinar Series Overview…

 

It all starts with asking yourself…”What do you want your business and lifestyle to look like?”

  • Session #1 will take you through the process of developing clarity in your business and personal life.  You’ll discover how Top Advisors build their Ideal Business, with Ideal Clients, and still have time to live life on your terms.

 

  • Session #2 will open your eyes to why Top Advisors shift their business from AUM percentage to a flat fee for service.  One of the many secrets to the success of the Top 1% of Advisors is they are paid very well for their services.  You’ll learn the why and how to have clients happily pay you top dollar for the value you provide with a smile on their face.

 

  • Session #3 teaches you how to craft the Ultimate Client Value Promise like the pros.  After watching this session you’ll have a proven, repeatable process for clearly explaining to your clients how you will be the one person that can help them reach their goals.

 

  • Session #4, you’ll learn the productivity and accountability secrets of the high performers in the industry.  Top advisors have learned how to leverage systems and processes to get the most work done, in the shortest amount of time.  After this session, you’ll walk away with the knowledge of how to get your time back!

 

  • Session #5, will reveal how Top Advisors manage their energy and experience breakthroughs in their business.  You’ll come face-to-face with the most common obstacles, fears, and limiting beliefs holding you back from your dreams.  When the session is over, you’ll have the tools to overcome self-defeating mental blocks, freeing you up to achieve your goals in a big way!

 

  • BONUS “Ask Me Anything” Session: After experiencing the 5-part series, you’re sure to have questions and concerns.  So as a special bonus, you’ll get access to an additional “Ask Me Anything” session.  Think of this as a virtual group coaching session.  Bill Bachrach will help you overcome your challenges and answer your questions.  No question will be left unanswered.

 

To check out this high-value web series and get registered now!

 

 

 

 

 

 

 

 

 

 

 

 

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“Stop trying to be different.” says Bill Bachrach

Bill recently wrote the following and I think it certainly gives you something to think about….

 

How often have you heard the advice that in order to be successful you have to be different? You have to stand out from the crowd, right?

 

At the recent FA Magazine Inside Retirement Conference, Gail Graham, the highly respected industry marketing expert from Fidelity and United Capital, described FA websites as the “sea of sameness.” Every advisor claims to be different because they have a better process, provide better service, and cares more. By trying to be different you all look the same.

 

Perhaps being different is the wrong goal.

 

Bruce Springsteen, the long-time Rock-and-Roll Hall-of-Famer and hit record-maker puts it this way, “More than rich. More than famous. More than even being happy. I wanted to be GREAT.”

 

Did Steve Jobs inspire his team and the world by saying, “At Apple we want to make products that are different?” Of course not!! Jobs, and the products his team designed, are renowned for being “insanely GREAT.”

 

Have you ever heard a superstar athlete talk about how they want to be different? Nope. They profess their desire to be one of the best who ever played the game.

 

Mohammad Ali didn’t shout, “I am the most different!” No, no, no! “I am the GREATEST.”

 

Being “different” is not a goal. It’s a by-product of a bigger goal.

 

You don’t want to be a different FA. You want to be a GREAT FA. Since most FAs have made a conscious decision to under-serve their clients and not be great, by being great you will be different.

 

What do you think about this?

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4 Steps to Stop Procrastinating and Start Producing Results! Web Class Replay Available

Have you ever procrastinated on something before? Procrastination, also known as dilly-dallying, dragging your feet, and excuse making is something we have all experienced at one time or another. Have you ever wondered why you procrastinate on some things and not others? For those of you who are familiar with procrastination, the issue is how can you stop procrastinating and start taking action?  Procrastination never pays off for anyone. During this what-to-do and how-to-do-it web class I will share business success principles I share with the Advisors I coach who make middle six-figure to seven-figure incomes.

 

You will learn 4 tips for overcoming procrastination and the DOIT system that will help you be even more successful – professionally and personally.

 

By applying these action-able, results-producing strategies you can:

-You Accomplish More in Less Time

-Get More Clients

-Increase Your Confidence

-Increase Focus on Your Goals and Get To It

-Overcome fears that are holding you back from reaching your true potential

 

To watch the replay and download the slides, go to http://www.accountabilitycoach.com/iwebx-request-free-resources/.

 

“Thank you for a very useful webinar you did on avoiding procrastination.  The content was great and very relevant.” -Mahesh D.

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How to Make Business Introductions Online

Many of my clients are asking me about using email as a way of introducing me to people they know. Here is what Bill Cates, CSP, CPAE has to say on this subject.

 

In this digital world, most of business is done online with convenience and ease. But what about referrals and introductions? Networking is an important part of business that won’t be pushed aside as we digitize our work processes.

 

Luckily, making introductions online is easy and effective — as long as you’re doing it right. An introduction is personal by nature, so when making them online there are a few things that must be done to preserve the intimacy of the interaction. Here are some tips for doing online introductions right.

 

The initial text-based introduction

Whether giving or receiving referrals, an electronic handshake via email or social workspaces can be a very effective form of introduction. Here’s how it works: The referral source sends a message to the prospect and CC’s you. You then follow up with the prospect, but within that first message there are some important things that must happen to facilitate a proper referral. Here are 5 tips for making electronic handshakes more effective:

 

  1. Make sure the referral source CC’s you. Ask them to. Don’t assume they will.

 

  1. When you contact the prospect, write something like, “I’d like to present myself as a resource to you, as I have been for George. Let’s set up a five-minute call or meeting to get the conversation started.”

 

  1. In your first message to the prospect, put your referral sources name in the subject field to increase the chances of the prospect reading the message.

 

  1. CC your referral source on this first message so they know you’re moving forward with the referral, but don’t CC them on every correspondence.

 

  1. Keep your messages short and try to move into phone calls or meetings as soon as is appropriate. Do not try to make sales via email.

 

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Register Today: 4 Steps to Stop Procrastinating and Start Producing Results! Web Class

Have you ever procrastinated on something before? Procrastination, also known as dilly-dallying, dragging your feet, and excuse making is something we have all experienced at one time or another. Have you ever wondered why you procrastinate on some things and not others? For those of you who are familiar with procrastination, the issue is how can you stop procrastinating and start taking action?  Procrastination never pays off for anyone.

During this what-to-do and how-to-do-it web class I will share business success principles I share with the Advisors I coach who make middle six-figure to seven-figure incomes.  You will learn 4 tips for overcoming procrastination and the DOIT system that will help you be even more successful – professionally and personally.

By applying these action-able, results-producing strategies you can:

-You Accomplish More in Less Time

-Get More Clients

-Increase Your Confidence

-Increase Focus on Your Goals and Get To It

-Overcome fears that are holding you back from reaching your true potential

 

Web Class Date: May 25, 2017 Time: 1:00pm ET / 12:00pm CT / 11:00am MT / 10:00am PT

Register today by going to: http://insurancewebx.com/4-steps-to-stop-procrastinating-and-start-producing-results/

 

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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4 Steps to Stop Procrastinating and Start Producing Results! Web Class

Have you ever procrastinated on something before? Procrastination, also known as dilly-dallying, dragging your feet, and excuse making is something we have all experienced at one time or another. Have you ever wondered why you procrastinate on some things and not others? For those of you who are familiar with procrastination, the issue is how can you stop procrastinating and start taking action?  Procrastination never pays off for anyone. During this what-to-do and how-to-do-it web class I will share business success principles I share with the Advisors I coach who make middle six-figure to seven-figure incomes.  You will learn 4 tips for overcoming procrastination and the DOIT system that will help you be even more successful – professionally and personally. By applying these action-able, results-producing strategies you can:

-You Accomplish More in Less Time

-Get More Clients

-Increase Your Confidence

-Increase Focus on Your Goals and Get To It

-Overcome fears that are holding you back from reaching your true potential

 

Web Class Date: May 25, 2017 Time: 1:00pm ET / 12:00pm CT / 11:00am MT / 10:00am PT

Register today at: http://insurancewebx.com/4-steps-to-stop-procrastinating-and-start-producing-results/

 

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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Master Client Acquisition in the World of the DOL Rule to Get BIGGER, BETTER, and FASTER Results Web Class

Three businesspeople having a meeting.During 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.”

 

Watch the web class replay by going to: http://www.billbachrach.com/master-client-acquisition/?utm_source=email&utm_medium=email&utm_campaign=WebinarReplayIWX&utm_term=WebinarReplayIWX&utm_content=WebinarReplayIWX-DA

 

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14 Tips for Maintaining Work Life Balance

Check out the 14 Tips for Maintaining Work Life Balance and apply them in your life.

 

Work can have the ability to creep into our personal lives and cross boundaries interfering with family and life outside of the office. However, achieving a work/life balance might be more attainable than we think. By making just a few simple adjustments to how we work, we can cut down on stress and other issues that can have a negative impact.

 

You can find the entire article at http://assessments24x7.com/blog/14-tips-for-maintaining-work-life-balance/

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