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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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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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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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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