What’s the average ROI for members of any training program?

Advisors sometimes ask, my husband, Bill Bachrach, “what’s the average ROI of the AdvisorRoadmap Virtual Training Platform?”


He always been shocked to get that question because it’s absolutely the wrong question. Bill has personally invested a huge amount of money in professional development and training and it would never occur to him to give a crap about “average” ROI.


Why? Because “average” is not an actual result that anyone achieved or can be replicated. It’s a blended number of what the best, the worst, the mediocre, and those who did absolutely nothing. Sad, but true, some people do literally NOTHING!


Why would anyone enroll themselves in a program designed to help them be their best and want to know what happens “on average?”


Advisors didn’t join the AdvisorRoadmap Virtual Training Platform to become “average”. Of course not!


So, what’s the right question?


The most successful Advisors we know ask this question, “What are your best success stories and how can I be like them?”


So, what do the members who achieve the best results do? First of all, they don’t do as little as they can, hoping it will be enough. They do everything they can to guarantee the best results possible.


One thing most of the best have done is sign up for the Aug. 8-10, 2018 Client Acquisition Mastery “Dojo” Workshop. You can join them. Why? Because if that’s where the best are going to be, then you want to be there too. Another reason is the “commitment affect.” Do you know how you are more likely to show up prepared for something when you have committed to a friend that you’ll be there? A run? A bike ride? A tennis match? Dinner? The same is true when you enroll in this workshop. The moment you make the commitment, your focus, your discipline, and your behavior are forever altered in a positive way.


Beat the tuition increase and enroll before December 1st by going to http://www.youradvisorroadmap.com/dojo/ right now.


The Advisors who get the best results have attended past workshops and are already enrolled in the Aug. 8-10, 2018 Client Acquisition Mastery ‘Dojo’ Workshop. Join them by registering today at http://www.youradvisorroadmap.com/dojo/.


Note: You do have to be a member of the AdvisorRoadmap™ Virtual Training Platform to attend this potentially ‘life changing’ 3-day workshop.


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Client Acquisition Mastery in the New World of High Regulation, Digital Advisors, and Disruptive Technology Training

Isn’t it time for a change?

True or False: Most Advisors work too many hours, for too little money, and 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 our 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, and for too many of the wrong clients. 


Most Advisors 

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


If you have a desire to be even better in any or all of these areas, join Bill Bachrach when he shares a 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 Training Now! (http://www.youradvisorroadmap.com/clientacquisition-11-15-17)


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! (http://www.youradvisorroadmap.com/clientacquisition-11-15-17)


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. 


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Quickly Build Trust with High Net Worth People – Live Demonstration

This Could Be Your Competitive Advantage!

As a rookie Financial Advisor, Bill Bachrach was obsessed with creating a repeatable process that could be consistently implemented to acquire financially successful clients.


Through massive trial and error, script writing and re-writing, recording and studying the recordings of prospect and client meetings (which is enormously uncomfortable, as you might imagine), the “code” was eventually cracked and Values-Based Financial Planning™ was created.


Over the past 30 years, thousands of financial professionals have found Values-Based Financial Planning™ to be a very effective way to acquire and serve clients, especially Ideal Clients.

The crux of the Values-Based Financial Planning™ initial client interview is the Values Conversation™. And the good news is that in all the 30 years Advisors have been learning and applying what Bill teaches, it has all been in alignment with the DOL Fiduciary Standard.


Done well, this conversation tends to move the needle on the trust dial in the right direction (toward the 10 on a scale of 1-10). You create an experience that makes you the obvious choice to be their most trusted Financial Advisor. The Values Conversation™ creates an emotional connection with you.


There are 3 steps to the Values Conversation™. This is not complicated; however, it does require practice in order to build skill. To walk you through how to effectively implement the Values Conversation™ you have a unique opportunity to watch the process in action… LIVE from our office on Tuesday, October 17th at 11am PDT / 1pm EDT.


Register right now by going to: http://www.youradvisorroadmap.com/broadcast?inf_contact_key=ad495fb2c793632bdb9044d9ac36f12d8522f1d408901d511d76b69b0b5c5bbd


You’ll see a live demonstration of the Values Conversation™ with actual high net worth individuals. This will be an extremely valuable presentation to your business, and you can watch the LIVE broadcast at no charge – all you have to do is register.


Event Details:

How to Build High-Trust Client Relationships: Live video demonstration of the Values Conversation™ with Bill Bachrach


When: October 17th at 11am PDT / 1pm EDT 


Get the full details and register now by going to http://www.youradvisorroadmap.com/broadcast?inf_contact_key=ad495fb2c793632bdb9044d9ac36f12d8522f1d408901d511d76b69b0b5c5bbd

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“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 http://www.youradvisorroadmap.com/singularity?utm_medium=email&utm_campaign=arvt&utm_source=email&utm_content=09-29-17&utm_term=09-29-17&Id=299267&Email=anne@billbachrach.com&inf_contact_key=011051fb27b1b18f007900d8bbb2ed8eb4aaf1d655555f257c97b75770b08155
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!

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Ten Tips for Effective Listening by Dr. Tony Alessandra

You’ll listen better and be listened to if you practice these TIPS from my friend, Tony:


  1. Let others tell their own stories first. By letting them speak first, you save time. When their interests are revealed you can tailor your discussion to their particular needs, goals, and objectives stop wasting time volleying of sentences that takes much longer to really hear someone. You’ll get your turn.


  1. It is impossible to listen and talk at the same time. Not interrupting allows the other person to keep his/her train of thought. Why not wait until the speaker’s point is made? Then you will have your chance.


  1. Listen for the main ideas. Specific facts are only important as they pertain to the main theme. Relate stated facts to the speaker.


Ask yourself: “What is the speaker getting at?” Or “What is his point?”  Then get feedback.  If you guess correctly, your understanding is enhanced, and your attention is increased.  If you are incorrect, you learn from your mistake.


  1. Fight off distractions. Train yourself to listen carefully to your customer’s words, despite such external distractions as a ringing telephone, passersby, or other office noise. Focus your attention on the words, ideas, feelings, and underlying intent. Improve your power of concentration, so that you can block out external and internal distractions and attend totally to the speaker.


  1. React to the message, not the person. Don’t allow your mental impression of the speaker to influence your interpretation of his message. Good thoughts, concepts, and arguments can come from some of your least favorite people.


  1. Use feedback. Constantly try to check your understanding of what you hear. Do not only hear what you want to hear.


  1. Try not to be critical, either mentally or verbally, of the other person’s point of view. Allow the speaker plenty of time to fully finish his train of thought. You might find that what you were initially going to disagree with wasn’t such a bad idea after all. Keep an open mind.


  1. Listen attentively. Face the speaker with uncrossed arms and legs; lean slightly forward. Establish eye contact. Use affirmative head nods and appropriate facial expressions when called for, but do not overdo it.


  1. Create a positive listening environment. Shoot for a private atmosphere away from sources of distraction.


  1. Ask questions. Ask open‑ended questions to allow the speaker to express his feelings and thoughts. A simple yes or no is not enough. “How can I help you.”? “Where do we go from here?” Clarifying questions seek information by restating the speaker’s remarks. The effective use of questions also allows you to contribute to the conversation.



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).


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.

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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 http://www.youradvisorroadmap.com/communication

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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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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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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: http://www.accountabilitycoach.com/support-team-member-progress-assessment/


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: http://www.accountabilitycoach.com/support-team-member-progress-assessment/

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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 http://www.billbachrach.com/advisor-roadmap/


Call 619-255-4888 or email BillBachrach@billbachrach.com 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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