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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Work Habits of the Most Successful Advisors Web Class

To watch the full training session of the Work Habits of the Most Successful Advisors, go to: http://www.youradvisorroadmap.com/workhabitsreplay?inf_contact_key=ab4dae43cfca54b2174f71e33a7c24117fe15c4633297e448c54002bb6d6bb15

 

In this high-content, what-to-do and how-to-do-it web class, Bill Bachrach will dive deep into the specifics of the activities that drive success and those that create predictable failure.

 

It’s not personality or luck or genetic predispositions that determine your success or failure as a Financial Advisor. It’s consistently doing certain things in a certain way that produces certain results.

 

This web class will cover 4 key elements: 

– Client Service work habits 

– Client Acquisition work habits 

– Leadership work habits 

– Time Management work habits

 

You will walk away from this training with total clarity about what to do to be highly successful and what NOT to do that, if you continue doing it, will trap you in the quagmire of mediocrity where most non-failures in this business spend their entire careers. (Sad, but true, that most advisors who don’t fail are not really succeeding either. Not failing is not the same as succeeding. Don’t settle for being average!) 

 

Enjoy the training and implement what you learned for even greater success. 

 

Check out this web class at:

http://www.youradvisorroadmap.com/workhabitsreplay?inf_contact_key=ab4dae43cfca54b2174f71e33a7c24117fe15c4633297e448c54002bb6d6bb15

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Strategies to Increase Your Productivity and Your Income! Web Class Replay Now Available

-Do you want to make more money? 

-Do you want more clients?

-Would you like to be even more productive so you have more time to do what you want to do?

-How would having better work life balance impact your professional and personal life?

 

There are only 168 hours in a week. We all have the same finite amount of time to work with. It is how you choose to use your 168 hours to achieve your goals is the key to your success.  Watch this high-value webinar and discover how to consistently focus on your highest payoff activities that put you in the highest probability position to achieve your goals and within the time frame you desire.

 

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

– Increase Your Income

– Get More Done in Less time so You Are More Productive

– Achieve More of Your Goals

– Be Even More Focused on the Activities that Produce the Biggest Results

– Better Organize Your Time and Your Life

 

As a result of watching this content-oriented web class, you will discover

– How to Better Focus on your High Payoff Activities and What You Can Control

– How to Create and Execute a Simple and Effective Calendaring System

– How to Formulate a Game Plan for Maximum Productivity

– How to Create and Implement an Ideal Model Work Week for Goal Achievement and Success

 

What got you to where you are today probably isn’t going to be what takes you to where you ultimately want to go. Those thoughts, actions, activities have to change to move you even closer to your future goals. Begin today by watching this high-value web class at http://www.accountabilitycoach.com/iwebx-request-free-resources/. You will also gain access to many complimentary tools to help you be even more successful.

 

 

 

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Work Habits of the Most Successful and Trusted Financial Advisors Web Class

You’ve heard the saying that successful advisors do what unsuccessful advisors are unwilling to do. What exactly are those things that the successful advisors do? And what exactly are those things that unsuccessful advisors do?

 

In this high-content, what-to-do and how-to-do-it web class, Bill Bachrach will dive deep into the specifics of the activities that drive success and those that create predictable failure.

 

It’s not personality or luck or genetic predispositions that determine your success or failure as a Financial Advisor. It’s consistently doing certain things in a certain way that produces certain results.

 

This web class will cover 4 key elements:

– Client Service work habits

– Client Acquisition work habits

– Leadership work habits

– Time Management work habits

 

You will walk away from this webinar with total clarity about what to do to be highly successful and what NOT to do that, if you continue doing it, will trap you in the quagmire of mediocrity where most non-failures in this business spend their entire careers. (Sad, but true, that most advisors who don’t fail are not really succeeding either. Not failing is not the same as succeeding. Don’t settle for being average!)

 

Register today by going to: http://insurancewebx.com/the-work-habits-of-the-most-successful-and-trusted-financial-advisors/

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Strategies to Increase Your Productivity and Your Income! Web Class

Do you want to make more money?

Do you want more clients?

Would you like to be even more productive so you have more time to do what you want to do?

How would having better work life balance impact your professional and personal life?

 

If you answered “YES” to any of these questions then you will want to register to attend this high-value webinar and learn to consistently focus on your highest payoff activities that put you in the highest probability position to achieve your goals and within the time frame you desire. There are only 168 hours in a week. We all have the same finite amount of time to work with. It is how you choose to use your 168 hours to achieve your goals is the key to your success

 

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

– Increase Your Income

– Get More Done in Less time so You Are More Productive

– Achieve More of Your Goals

– Be Even More Focused on the Activities that Produce the Biggest Results

– Better Organize Your Time and Your Life

 

As a result of attending this content-oriented web class, you will discover

– How to Better Focus on your High Payoff Activities and What You Can Control

– How to Create and Execute a Simple and Effective Calendaring System

– How to Formulate a Game Plan for Maximum Productivity

– How to Create and Implement an Ideal Model Work Week for Goal Achievement and Success

 

What got you to where you are today probably isn’t going to be what takes you to where you ultimately want to go. Those thoughts, actions, activities have to change to move you even closer to your future goals. Begin today by signing up to attend this high-value web class.

 

Web Class Date: March 30, 2017 Time: 1:00pm ET / 12:00pm CT / 11:00am MT / 10:00am PT Register Now: http://insurancewebx.com/strategies-to-increase-your-productivity-and-your-income/

 

I look forward to having you on the Insurance WebX Insider web class with me. You will get value from the FREE resources discussed during this web class.

 

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


 

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The Difference Between DISC and Myers-Briggs

Here is what Tony Alessandra recently shared with me about the differences between DISC and Myers-Briggs.

He said: I am often asked about the difference between DISC and MBTI (Myers-Briggs Type Indicator®) and if there’s an advantage in using one over the other.

Both DISC and MBTI are assessment tools that provide insight into personality and behavior. Both are widely respected and used by individuals, organizations, institutions, and corporations worldwide. There are, however, a few notable differences between DISC and MBTI:

  • The DISC assessment is shorter in length than MBTI (typically 24-30 questions for DISC versus up to 90 questions for most MBTI tests).
  •  MBTI sorts individuals into 16 4-letter types. According to Wikipedia:

o   Extraversion (E)/ Introversion (I) Extraverted types learn best by talking and interacting with others. Introverted types prefer quiet reflection and privacy.

o   Sensing (S)/ Intuition (I) Sensing types enjoy a learning environment where the material is presented in a detailed, sequential manner. Intuitive types prefer a learning atmosphere where an emphasis is placed on meaning and associations.

o   Thinking (T)/ Feeling (F) Thinking types desire objective truth and logical principles and are natural at deductive reasoning. Feeling types place an emphasis on issues and causes that can be personalized while they consider other people’s motives.

o   Judging (J)/ Perceiving (P) Judging types will thrive when information is organized and structured, and they will be motivated to complete assignments in order to gain closure. Perceiving types will flourish in a flexible learning environment in which they are stimulated by new and exciting ideas.

 

DISC focuses primarily on four dominant behavioral types:

  • Dominance – These are forceful, take-charge people: direct, decisive, determined and often domineering. They’re born leaders who are neither shy nor subtle.
  • Influence – The friendly, enthusiastic High ‘I’ styles want to be in the middle of the action, whatever and wherever it is. They most value admiration, acknowledgement, and applause.
  • Steadiness – Steady styles are the most people-oriented of the four styles. Having close, friendly relationships is one of their highest priorities.  
  • Conscientiousness – ‘C’ styles are analytical, persistent, independent, and well organized. They prefer to work quietly alone, emphasizing accuracy and “correctness”.

 

MBTI assumes that personality is fixed and unlikely to change, while DISC is more open to the possibility that different situations and environments might bring out different behavioral traits in an individual.

  • MBTI is largely an indicator of how people think internally. DISC measures how personality translates to external behavior.

 

Generally speaking, MBTI is a good assessment tool for the individual looking for self-knowledge. MBTI results tend to be very personal and typically reveal a great deal about an individual’s inner self. Although this may sound like an advantage over DISC, this can in fact be a weakness. Because MBTI is so deeply personal and is based on a large amount of revealing data from the extensive MBTI questionnaire, people who take the MBTI may often feel uncomfortable sharing their results with others. This could make MBTI unsuitable or difficult to use in a public environment such as a business, organization, or corporation where team building exercises, corporate retreats, staff training, sales meetings take place. Because the DISC assessment is specific to whatever environment you have in mind when taking the assessment, results tend not to be as intimate or personal as MBTI. It’s easier for individuals taking the DISC assessment to share their results, confident that though the assessment results might reveal their work personality, their private self can remain protected.

 

Also, with 16 different personality types and acronyms that are often confusing, MBTI language often fades from the memory of the casual user very quickly. MBTI test-takers are often unable to retain useful information from their personality profile. DISC, on the other hand, offers all of the advantages of MBTI, but with a more user-friendly interface. The simple acronym “DISC” is easy to remember, and therefore makes a much more lasting impression on users. It’s typical for individuals taking the DISC assessment to remember their results years after taking the initial assessment.

 

Major advantages for DISC over MBTI for most situations:

  • People remember DISC long after they hear about it. Other models, such as MBTI, are more difficult to recall. It is hard to apply what you cannot remember.
  • DISC is easy to apply and is less theoretical than MBTI. Both are solid and widely used. It’s not a matter of which model is right, but which one best suits the intended use.
  • DISC can easily be visualized and explained in a circular or quadrant diagram.  MBTI may be helpful, but difficult to diagram in a simple manner. DISC can be illustrated in a way that even young children can understand. However, DISC is not so simplistic that it cannot yield in-depth insights.
  • DISC is not just for self-understanding; it provides a framework to understand others and adjust how you relate to them. MBTI is also helpful in this regard. However, to effectively apply the MBTI model for two people, you would then need to remember the right combination of 8 letters for both individuals and then attempt to figure out the implications on your relationship. DISC can be as practical as helping a Guarded person learn to be a little more aware and Open when the situation calls for it.

 

Dr. Tony Alessandra has a street-wise, college-smart perspective on business, having been raised in the housing projects of NYC to eventually realizing success as a graduate professor of marketing, internet entrepreneur, business author, and hall-of-fame keynote speaker. He earned a BBA from Notre Dame, a MBA from the Univ. of Connecticut and his PhD in marketing from Georgia State University (1976).

 

Known as “Dr. Tony” he’s authored 30+ books and 100+ audio/video programs. He was inducted into the NSA Speakers Hall of Fame (1985) and Top Sales World’s Hall of Fame (2010).  Meetings & Conventions Magazine has called him “one of America’s most electrifying speakers”.

 

Dr. Tony is also the Founder/CVO of Assessments 24×7.  Assessments 24×7 is a global leader of white-labeled DISC assessments, delivered from easy-to-use online accounts popular with business coaches and Fortune 500 trainers around the world.  If you are interested in learning more about these customized assessment accounts, please contact Tony’s team by going to https://www.assessments24x7.com/contact.asp.

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How to Generate 5-Figure Flat Fees for Service

In the disruptive world of declining AUM fees and the progressively lower perceived value for wealth and investment management, how do you successfully position yourself to be paid 5-figure fees that are totally separate from asset management?

 

The key is to create a Client Value Promise above-and-beyond the typical “wealth management” or investment management value proposition.

 

On this free webinar, presented by Bill Bachrach, you will learn the process top advisors use to create a compelling Client Value Promise that inspires existing clients and prospects to pay a flat fee for service. This can be in addition to AUM fees or instead of AUM compensation all together. This is the exact same process Bill’s high level coaching clients use to set, and get, $36,000 – $100,000 annual flat fees for service.

 

One of Bill’s students is a 28-year-old FA who acquired 8 Ideal Clients in 8 months who each pay his $36,000 flat fee.

 

Another student, a 25-year industry veteran, recently acquired a new client at a $75,000 annual fee for service and another at $37,500.

 

If they can do it, you can do it! And you’ll learn how on this free webinar.

 

Register now and book this event in your calendar for March 14th at 11am PST / 2pm EST. Go to http://www.youradvisorroadmap.com/webinar0317

  • If you’d like to position yourself to be paid 5-figure fees instead of, or in addition to, asset management…
  • If you want avoid the “race to the bottom” as Artificial Intelligence continues to improve the quality of machine-based investment management while driving the price close to zero…
  • If you’d like to offer something bigger and better to your existing clients to earn a significant pay raise
  • If you’d you to know how to “rescue” high net worth clients from their other advisors…
  • If you’d like to get out of the asset gathering game and do something simpler, more elegant, that differentiates you from the competition, and pays really well…
  • Or if you’d like to have a jump start on the next wave of the FSI that will likely replace the current “Wealth Management” model…

…then this webinar is for you.

 

During this webinar you will learn exactly what to do to develop a wealth-management busting client value promise and how to set your five-figure fee.

 

Sign up now at http://www.youradvisorroadmap.com/webinar0317.

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