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:


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

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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

  • 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

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Directory of Pre-Vetted Outsource Providers to Help You

You have been asking for it and now you can get what resources you need and want to help you be even more successful!!


Looking for help with back office, answering phones, prepping financial plans, or marketing? Save time by investing in a list of pre-vetted providers in the financial services industry. Check it out at


Get a current directory of pre-vetted outsource providers that already work with financial advisory wealth & investment firms. The list includes website links & names of providers in areas of C-level interim executive assistance, receptionists, administrative assistants, 401k administrators, IT providers, tax preparers, insurance experts, financial planners, website coders, ghost writers, and so much more. Check it out at



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Business Opportunity Planner Worksheet – SAMPLE – Free Download

When working with business professionals, I find that they sometimes need to have a good idea of where they are at against their goals so they know if they are on track or off track. If they are off track, they have to figure out ways to fill the gap so they achieve their goals. In an effort to help them stay focused on what they need to do to ensure they are in the highest probability position to achieve their goals – or even exceed them – I created the Business Opportunity Planner Worksheet. This spreadsheet can easily be modified to fit your industry and how you track opportunities.


To download my complimentary business opportunity planner worksheet to help you focus on increasing your revenue, go to

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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


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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 now.


Aim High,


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:


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:

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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


Check out this short video

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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


Call 619-255-4888 or email 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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