How often does your business make you smile?

On a scale of 1-10, how happy are you with your business?


The first number that came to your mind is probably spot on. You don’t really need to think about a question like that. Your gut knows what the true answer is.


If your first answer was 5 or less, then you need some good news. Listen to this and see if it makes you feel better (


How to Put the Fun and Growth Back into Your Business. Check this out:


Learn to play the “game” at a level nobody knows exists.


“Helping people become a better version of themselves.”


Aim High,

Anne Bachrach

The Accountability Pit-Bull™

The Accountability Coach™







Share This Post

How is THAT possible?

How is it possible that smack in the middle of a booming economy and a raging stock market that 93% of the advisors we recently surveyed said they want, or NEED, to make more money?


Wouldn’t you think that of all problems you could have right now, money would NOT be one of them?


Here are few key questions to consider as you prepare for 2018:


  1. If you exclude asset growth, would your revenue in 2017 have grown, shrunk or stayed the same?
  2. What would the consequences be for your business and your personal life if, or when, the market corrects 10 – 20%?
  3. How many new clients did you sign in 2017? Are you happy with that number?
  4. How recently did you sign your last new client? More than a month ago?
  5. How many IDEAL Clients did you sign in 2017? When was the last one?


If you are anything other than ecstatic with your answers to all of these questions, what you need for 2018 is a better plan. A good place to start is to register right now for Bill Bachrach’s Dec. 14 “How to Make 2018 Your Best Year Ever” web class by going to


If you’re not crushing it in this environment… what are you going to do if when it turns bad or returns to “normal?”

Share This Post

LIVE Training to Help You STOP Working Too Many Hours for Too Little Money – Nov. 15!!

True or False: Most Advisors work too many hours for too little money for too many of the wrong clients?


The responses from the polls we ran on our last Advisor training session indicate that this is true:

  • 90% of advisors said they need or want to make more money.
  • 69% said they want to work fewer hours per week and take more REAL vacation every year.
  • 92% said they would like to have a smaller total number of clients who each pay them more.


Claim your spot for Bill Bachrach’s FREE Training on November 15th at 9am Pacific Time / 12pm Eastern!



Chances are very high that your current approach to client acquisition practically guarantees that you will work too many hours for too little money for too many of the wrong clients.


Most advisors want to make more money, work less, and have more of the “right” clients.

  1. Money.
  2. Time.
  3. Smaller total number of the “right” clients who each pay you more.


If you have a desire to be even better in any or all of these areas, join Bill Bachrach when he shares the Client Acquisition Mastery in the New World of High Regulation, Digital Advisors, and Disruptive Technology Free Training session on November 15th at 9am PT / 12pm.


Get Your Spot for This Free Training Now!



In addition to getting the most clear and concise definition of “client acquisition” you’ve ever heard, in an hour, you will discover the answers to 4 vital questions:

  1. Who should be your target client and why?
  2. Why is it easy to “steal” (rescue) the best clients from established advisors?
  3. What’s the BIG mistake that most advisors make and what to do about it?
  4. What are the keys to successful Client Acquisition, like where to find higher-net-worth prospects


In addition to the answers to these questions, Bill shares case studies, stories, and examples of what the best advisors do well and what most advisors are doing wrong.


In order to improve your quality of life, work fewer hours, acquire the RIGHT clients, and make more money, join us LIVE for this training session.


Claim Your Spot for The Free Training Right Now!



Don’t worry if you can’t attend. Register and get a link to the recording.


P.S. Too little money, too many work hours, and too many of the wrong clients didn’t happen by accident. This problem will NOT fix itself.

Share This Post

Success is a Choice! Success is NOT an accident. 

Success is NOT an accident! Success is a Choice!

Success is a Choice!

Success is NOT an accident. 

Watch the 4.52 minute video if you need a little inspiration today.  I found it to be very powerful and motivational.  To watch this Stephen Curry – Success is Not an Accident short video, go to

Share This Post

How to Improve an Already Successful Business

You already have a successful business and you have good repeat clients and word-of-mouth clients. You are successful at making a profit. Have you ever thought of improving your already successful business so that you can be number one or in the top 10 or 20 firms in your niche? There is nothing wrong with wanting to improve your business strategies in order to have your already successful business even more successful.


The 80/20 Rule

The 80/20 rule in marketing puts into motion that 80% of your profits are coming from 20% of your products or services. With your top products or services being the focal point of your sales and profits, how can you make these products or services even better? So, how do you make them stand out more than they are? Take into consideration what is making you the most sales is what people are looking for most. You have created something that is in demand. So how do you create even more demand for it?


Start Focusing

Start to focus on these successful products or services that are making your business successful and start improving on them. Ask your clients for feedback on your website: Is there anything that we can do better and improve upon?   What is it that you like about our product or service? Did you choose us over someone else? If so, what did you like better? Clients love to give feedback, and whether it is good or bad feedback from your clients it is an important part of your business success. You want to keep your clients coming back and you want them to tell their friends about how wonderful your products or services are. People like the personalized interaction. Offer to include them in a drawing for a prize for their feedback (for example, an iPad, tablet, etc.).


If your top sellers are different than the other products or services are, why not focus on that certain niche? By focusing more on what the best sales items are you will increase your profits. Add more products or services that support the top sellers or improve on them.


Believe in Yourself and Set Goals

Your clients certainly believe in you and your company so why don’t you believe in yourself even more? We all know that by believing in yourself you are more self-confident and self-reliant. When you are confident with what you are doing you are going to be successful in what ever goals you want to achieve.


Goal setting should be taken in baby steps. Short term goals turn into long term goals. You already had goals set when you started your business and what you need to do now is upgrade those goals for a more successful business. Write down your new goals on how you are going to improve your business and outline how you are going to go about reaching those goals. Goals need to be modified from time to time to ensure your business grows successfully and doesn’t just stay stagnant. Ideally, you would create a business plan with key business metrics that you execute every year – all year long.


Balancing Work and Home

When you are a business owner it can be difficult to find an equal balance between home life with your family and life with your business. You don’t want to end up spending more time at work than at home as this will put more unwanted stress on your life. Stress can negatively impact your work and your home life. Stress causes mistakes, lack in productivity, and can even ruin your business reputation.


You don’t want to be married to your work, you want to be married to your wife or husband. As a business owner your family is the most important part of your business as they are part of your support group.  


Make sure you always take the time for your family and friends. This not only strengthens your family bonds and affirmations, it also helps you find that balance between work and home life that will make you an even more productive business owner. When you are happy at home and happy at your business, you will be able to achieve your goals quicker and more efficiently.


Remember, believe in yourself, believe in your product or service, believe in you team, make goals that are attainable, and balance your home and work life. Following theses simple steps will turn your already successful business into an even more successful business so you can be even happier than you are today.


To read more high-value complimentary articles, go to, or watch high-content web classes, go to

Share This Post

“The Singularity” – How Will This Affect You and Your Clients’ Futures?

The single most important thing that will impact YOU and your clients’ futures is The Singularity.


When you watch this web class, Bill Bachrach will uncover 3 truths: 


  1. Why the concept of The Singularity is important for you to understand so you and your clients are completely prepared for the future.
  2. The challenges the entire financial services industry faces and how to overcome them.
  3. How you can create a business that’s agile, adaptable, and flexible enough to generate more business revenue now AND in the next 10-20 years.


What is The Singularity and why does it matter to your clients?


  • The Singularity is loosely defined as artificial intelligence exceeding human intellectual capacity and control due to accelerating progress in technologies. This will radically change civilization in an event called “the singularity,” where events may become unpredictable, unfavorable, or even unfathomable.
  • The future your clients are preparing for will likely be very different than the plan they create with you. An example would be they are unlikely to die when they think they are; therefore, all of the projections for how much money they need are wrong. Way wrong….


Watch the replay now by going to
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.


It’s a great time to be a financial professional!

Share This Post

Slots & Replication Exercise and Worksheet for More Quickly Adding Ideal Clients

Worksheet and exercise for more easily replicating your Ideal Clients.


Have you ever thought about buying a new car and then you see that car everywhere you look when driving around town? When we think and focus on something, it makes it easier for us to create more reality around achieving or obtaining that. 


Check out the “Slots and Replication” exercise and worksheet to more quickly and easily help you add more ideal clients. When you clearly articulate the attributes and character of your ideal clients, you can create and activate a system for replicating them, also known as gathering referrals. This system of asking for and getting quality referrals is the lifeblood of the successful financial services practice and the only way to reach the ultimate goal of having a full community of great clients that you serve. If you are operating your business as a Trusted Advisor, you can expect your clients to willingly, eagerly, and graciously shower you with referrals.


I was recently talking with an Advisor who has 22 Ideal Clients. First of all, that is awesome for him. Now all he needs to do is replicate them to get the balance of the 28 Ideal Clients he wants to add to his community so he will be in a position to just serve those 50 Ideal Clients. We walked through how he can easily and quickly get referrals from his 22 Ideal Clients that would give him more than enough people in the pool to get his final 28 Ideal Clients. Easy peasy!


To download your complimentary exercise and worksheet, go to:



Share This Post

The Productivity Technique All Business Owners Should Master: Sleep

Benefits of Sleep

As a business owner, stress is unavoidable and sleep can be too. The two go hand in hand, and unfortunately the need to attend to your business supersedes a good night’s rest.  But should it?  Scheduling rest time for you is just as important as your business succeeding, and here is why:


The Benefits of Sleep

Receiving at least 8 hours of restful, uneventful sleep is recommended by sleep experts. The National Sleep Foundation suggests that adults 18 to 64 get anywhere from 7 to 9 hours every night. Adults ages 65 and older require 7 to 8 hours each night.  Rest allows our systems to take a break, and our minds too.  Every day all day we are thinking, learning, moving, exercising, and stressed, and 7 to 9 hours of rest each night allows for our systems to repair themselves as well as recuperate.  Plowing through your sleeping time can have negative effects.  You may not look well or feel well without enough rest.


Stress can be unavoidable at times. Stress and anxiety feed off each other and can increase our blood pressure and heart rates, often for much too long, especially if problems arise that need to be dealt with instead of going to sleep.  Our organs and systems need a break; a time to relax and not work so hard.  Sleep allows them this precious time to recover and gain strength which can help your body resist sickness and health issues.


Small business owners also need mental power. As the boss and CEO of your own business, it is up to you to solve the issues and make your business successful which is hard to do without letting your brain take a rest too.  Sleeping the suggested 7 to 9 hours each night improves cognitive abilities such as learning and retaining information.  When we are tired, many of us feel “fuzzy-brained,” a state in which it is hard to think or problem solve.  Rest lets our minds recover too and improves our thinking abilities so that you can accomplish more the next day.


How to Accomplish Sleep for a Business Owner

Setting a sleep schedule is one of the most beneficial things you can do for you and your business. Irregular sleep patterns can wreak havoc on our thinking abilities and our health. Stick to a consistent schedule each evening for the maximum benefits.  Choosing a bedtime and a wake-up time will help your body and mind regulate and adjust to the schedule, allowing you to fall asleep and stay asleep for a good rest.


If you do need to set a sleep schedule, avoid jumping into it. It is best to make the changes in small increments or else you won’t be able to fall or stay asleep because your body has not yet adapted to the sudden change in sleeping patterns.


Create the perfect sleeping environment. Dim lights, no T.V, tablets, or smartphones, soft music, and a fan are excellent elements to incorporate into your snooze room.  You want your bedroom to be a place to sleep and rest, so avoid conduct business or using computers or other electronics that might stimulate your senses and keep you awake all night.


Productivity Relies on Sleep

The correct amount of rest gives us more energy, mental stimulation, health recovery and immune strength and helps us to feel good and look good. Without sleep, your mental capacity will waver, and as small business owners we need to be ready and capable to tackle issues, information, and mistakes so we can be successful and operate a successful organization.


© Sarah Jones is the Editor of Feeling the repercussions of being an irregular sleeper, she decided to do something about it. She learned why sleep is so important and how to optimize it, and is now helping others who are struggling to find their right sleep routine.

Share This Post

How to Attract and Retain the Clients You Really Want

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… you need to have exceptional communication skills.


Words 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.


If you’d like to know exactly what to say and what NOT to say in order to attract and retain the clients you really want, we encourage you to attend a free training webinar hosted by top financial adviser coach, Bill Bachrach, next week on July 25th at 11am PDT / 2pm EDT:


Register for the July 25th complimentary webinar right now!


Webinar Details:

Communication Skills: The Key to Getting More and Better Clients


Date: Tuesday, July 25th at 11am PDT / 2pm EDT


On this high-content webinar, you’ll discover specific actionable ideas for how you can improve your communication skills to build more trust with your prospects and clients.


Register right now for the free training webinar by going to

Share This Post

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.


Share This Post

Next Page »