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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Master Client Acquisition in the New World of the DOL Rule and Digital Advisors to Get BIGGER, BETTER, and FASTER Results

Financial plan for retirementDuring 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.”

 

Register today by going to:  http://insurancewebx.com/ways-to-master-client-acquisition-in-the-new-dol-rule-world/

 

When: Dec. 8 at 12:00pm ET

 

Can’t attend… Register and receive a link to watch the replay.

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You Deserve It….

With the holidays coming up…

 

Now’s a great time to be asking yourself, “Who in my life would benefit from business acceleration gifts (clients, prospects, associates, friends, etc.)?”

 

Think of your top 10 prospects, clients, associates, and friends, and write their names down right now.

 

Congratulations!

 

You’ve just solved the hardest part of the holidays—finding the right gift for some of the people in your life.

 

And with our “75% off special” (Yes, I said 75% off) Black Friday, Small Business Saturday, and Cyber Monday (all wrapped into one), you can now cross those people off your list. Yeah!

 

And now, don’t you deserve something for yourself??!?

 

book-noexcuses-cd-guidebook-theaccountabilitycoachbook-worklifebalanceemergencykit-bookcoverlove_aqua

Remember to take the time to treat yourself also…. and take the tax write off for all these gifts. Almost everything in the store is 75% off so take advantage of these big savings today!

Save Big on Nov. 24-29!

Enter Code SHOPSMALL at checkout to claim your savings!

 

Special Offer! Act Now!

Enter Code “SHOPSMALL” on checkout.

 

Have a fantastic holiday season!

 

Let me know how else I can be of service to you in the achievement of your goals so you can enjoy the kind of business and life you want and deserve.

 

Aim High,

Anne Bachrach

The Accountability Pit-Bull™

http://www.accountabilitycoach.com/

PathsLogobook-livewithnoregrets-cover

 

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Obtain Prospects Who Will Hire and Refer You, while Maintaining Clients Who Will Consistently Do Business with You! Upcoming Web Class

tablet pc woman man businessman indoor contrat

Join me, Anne Bachrach, also known as the Accountability Coach™, as I explain the 12 questions that can help you build a more client-centered business and assist you in enhancing your clients’ and prospects’ experiences. The results can lead to:

  • Prospects who are more likely to hire you in the first meeting.
  • Clients who are more inclined to do all of their business with you.
  • Clients who more consistently refer.

 

With my help, you could obtain prospects who are more likely to hire you in the first meeting, and retain clients who are more inclined to do all of their business with you!

 

On Nov. 17th at 12 EDT, you will explore strategies that will help you to: 

  • Communicate in a way that is truly about your clients and prospects.

 

    • Get more clients.
  • Keep the clients you want to keep.

 

    • Achieve your goals.
  • Be even more focused on activities that produce results.The proven principles that I will share have been successfully implemented by the advisors I coach, all of whom earn between six- and seven-figure incomes!

 

 

 

Register by going to http://insurancewebx.com/obtain-prospects-who-are-more-likely-to-hire-you/  

 

Mark your calendar for: Nov. 17, 2016 at 12:00am ET /11:00am CT/ 10:00MT/ 9:00am PT

 

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 replay.

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Create Your Competitive Business Advantage and Exponentially Grow Your Business – Last Day to Enroll and Save Big!

 logo-advisorroadmap-virtualtraining-coloredtagline2

“I used this process to acquire every single one of my clients: 185 clients, $225M of AUM, almost $2M of business revenue, and a 7-figure personal income.”  

– Don V.

 

TIME IS RUNNING OUT! The Super Early Bird Pricing for the next AdvisorRoadmap™ 3-Day Client Acquisition Mastery Workshop expires on November 15th. You can register today for ONLY 997!  REGISTER NOW (https://peopleskillsnetwork.com/).

 

“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.

 

Join us in August for the ultimate gathering of AdvisorRoadmap™ members in what we like to call our ‘Dojo’. The ‘Dojo’ is three days of guided practice so you master your skills at high pay-off client acquisition activities and the initial client interview so you get HIRED more often by the right type of clients.

 

When You Return Home You Don’t Have Pages Of Notes…You Have A Higher Level Of Skill And Confidence To Go Get Great Clients.

So why attend?

 

Simple…you’ll discover how to

Attract And Get Hired By Better Clients,

– Implement Goals-Based Financial Planning,

Generate Higher Planning Fees (Up-Front & Ongoing),

– Gather More Assets And

Get More Referrals.

 

Discover how to build a Seven-Figure Business and have a great work/life balance while being 100% DOL Compliant.

 

Register (https://peopleskillsnetwork.com/) for the 2017 Client Acquisition Mastery Workshop and receive our SUPER early-bird pricing of ONLY 997Super early-bird pricing ends November 15th.

 

CLICK HERE TO REGISTER NOW

(https://peopleskillsnetwork.com/)

 

In addition to rewarding the early-movers with the super early-bird pricing, the first 15 registrants (Only 1 VIP slot remaining) will also receive VIP Workshop Benefits (Value = $1,860), which includes:

 

  •  1:1 Coaching Session with Bill Bachrach (Value = $1,000)
  •  1:1 Coaching Session with Anne Bachrach (Value = $600)
  •  VIP Welcome Reception (Value = $200)
  •  Package of Financial Road Maps (Value = $30)
  •  Values-Based Financial Planning book (Value = $30)

“Before I started working with Bachrach & Associates, Inc. I was charging $3k per client, now I am charging $45k per client. My current total revenue is $1,250,000 per year. What enabled me to do this was the skills and confidence that I gained. Not only has my business improved but also my personal life and health. I can now truly focus on the things that are most important to me.”  –Todd B.

 

Dates: August 16th – 18th, 2017  Location: San Diego, CA

 

CLICK HERE TO REGISTER NOW (https://peopleskillsnetwork.com/)

“Since working with Bachrach & Associates I’ve acquired 7 Ideal Clients who pay my minimum predictable annual fee of $24,000 and generated an additional $152,000 in recurring revenue from AUM.” — Debbie P.

 

Questions about the Workshop? Contact Michael Opielowski at Michael(at)billbachrach.com or call (619)255-4888.

 

We look forward to working with you within the AdvisorRoadmap virtual training platform and seeing you at the August 3-day Workshop to help you continue building your Ideal Business so you can enjoy your Ideal Life.

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Leverage the New DOL Fiduciary Standard Rule as a Springboard to Exponentially Grow Your Business – Only 1 Day Left!

logo-advisorroadmap-virtualtraining-coloredtagline2

“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.

 

TIME IS RUNNING OUT! The Super Early Bird Pricing for the next AdvisorRoadmap™ 3-Day Client Acquisition Mastery Workshop expires on November 15th. You can register today for ONLY 997!  REGISTER NOW (https://peopleskillsnetwork.com/).

 

“I used this process to acquire every single one of my clients: 185 clients, $225M of AUM, almost $2M of business revenue, and a 7-figure personal income.”  

– Don V.

 

Join us in August for the ultimate gathering of AdvisorRoadmap™ members in what we like to call our ‘Dojo’. The ‘Dojo’ is three days of guided practice so you master your skills at high pay-off client acquisition activities and the initial client interview so you get HIRED more often by the right type of clients.

 

When You Return Home You Don’t Have Pages Of Notes…You Have A Higher Level Of Skill And Confidence To Go Get Great Clients.

So why attend?

 

Simple…you’ll discover how to

Attract And Get Hired By Better Clients,

– Implement Goals-Based Financial Planning,

Generate Higher Planning Fees (Up-Front & Ongoing),

– Gather More Assets And

Get More Referrals.

 

Discover how to build a Seven-Figure Business and have a great work/life balance while being 100% DOL Compliant.

 

Register (https://peopleskillsnetwork.com/) for the 2017 Client Acquisition Mastery Workshop and receive our SUPER early-bird pricing of ONLY 997Super early-bird pricing ends November 15th.

 

CLICK HERE TO REGISTER NOW

(https://peopleskillsnetwork.com/)

 

In addition to rewarding the early-movers with the super early-bird pricing, the first 15 registrants (Only 3 VIP slots remaining) will also receive VIP Workshop Benefits (Value = $1,860), which includes:

  • 1:1 Coaching Session with Bill Bachrach (Value = $1,000)  
  • 1:1 Coaching Session with Anne Bachrach (Value = $600)  
  • VIP Welcome Reception (Value = $200)  
  • Package of Financial Road Maps (Value = $30)  
  • Values-Based Financial Planning book (Value = $30)

 

“Before I started working with Bachrach & Associates, Inc. I was charging $3k per client, now I am charging $45k per client. My current total revenue is $1,250,000 per year. What enabled me to do this was the skills and confidence that I gained. Not only has my business improved but also my personal life and health. I can now truly focus on the things that are most important to me.”  –Todd B.

 

Dates: August 16th – 18th, 2017  Location: San Diego, CA

 

CLICK HERE TO REGISTER NOW

(https://peopleskillsnetwork.com/)

 

Questions about the Workshop? Contact Michael Opielowski at Michael(at)billbachrach.com or call (619)255-4888.

 

We look forward to working with you within the AdvisorRoadmap virtual training platform and seeing you at the August 3-day Workshop to help you continue building your Ideal Business so you can enjoy your Ideal Life.

 

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Obtain Prospects Who Will Hire and Refer You, while Maintaining Clients Who Will Consistently Do Business with You!

webinar-insurancewebx-11-17-16Join me, Anne Bachrach, also known as the Accountability Coach™, as I explain the 12 questions that can help you build a more client-centered business and assist you in enhancing your clients’ and prospects’ experiences. The results can lead to:

  • Prospects who are more likely to hire you in the first meeting.
  • Clients who are more inclined to do all of their business with you.
  • Clients who more consistently refer.

 

With my help, you could obtain prospects who are more likely to hire you in the first meeting, and retain clients who are more inclined to do all of their business with you!

 

On Nov. 17th at 12 EDT, you will explore strategies that will help you to: 

  • Communicate in a way that is truly about your clients and prospects.

 

    • Get more clients.
  • Keep the clients you want to keep.

 

    • Achieve your goals.
  • Be even more focused on activities that produce results.The proven principles that I will share have been successfully implemented by the advisors I coach, all of whom earn between six- and seven-figure incomes!

 

 

Register by going to http://insurancewebx.com/obtain-prospects-who-are-more-likely-to-hire-you/  

 

Mark your calendar for: Nov. 17, 2016 at 12:00am ET /11:00am CT/ 10:00MT/ 9:00am PT

 

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 replay.

 

Share This Post

Master Client Acquisition in the New World of the DOL Rule and Digital Advisors to Get BIGGER, BETTER, and FASTER Results

 

tablet pc woman man businessman indoor contrat

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 growing 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. Learn 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. Learn 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. Learn 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.”

 

Register by going to: https://attendee.gotowebinar.com/register/1460255173845118466

 

When: December 8, 2017

Time: 9:00am PT / 10:00am MT / 11:00am CT / 12:00pm ET

 

If you can’t attend, register and you will receive a link to the recording.

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Is your Business Really Focused on Client Satisfaction?

Client-Centric Words Dart Board Targeting Customer ServiceIs your Business Really Client-Centered?

 

There are many factors that go into building a successful business. However, one of the most important, yet one of the most ignored, is focusing on creating client satisfaction.  Create a client-centered business and you’ll ensure that your business gets only rave reviews, while setting it up for success.

 

Client Satisfaction

Are your clients’ interests at the core of your business? If not, your business will remain at a standstill for years to come.  Many business owners have the perception that they run a client-centered business, but in reality, they have gotten into a bad habit of putting their own personal interests in front of their clients’.  Yes, it is true that you should have a personal interest and passion for your business, but your interest is not what drives sales.  Meeting your clients’ needs and delivering stellar client service is what drives sales and generates revenue.

 

Smart business owners know that running a client-centered business is necessary in order to stay ahead of the competition. After all, when you focus your efforts on client satisfaction, your clients will become your biggest free marketing tool.  Not only will they become lifetime clients, but they will also refer you to friends, family members, and colleagues any chance they get.  Word of mouth, any successful business owner will tell you, is the most powerful marketing tool available.

 

In addition, once you build a large base of loyal clients, you can begin to scale back on marketing costs because your loyal client base will peddle your business for you! High client satisfaction helps pave the path to business growth and success.

 

Filling the Gap

In order to ensure client satisfaction, you must offer the services that your clients seek. A novel idea is only a novel idea.  There must be a market for your idea and clients in need of it.

 

While you can offer many of the other standard services your competitors offer, you should not rely solely on them. Why would you?  If you do just settle for offering what everyone else is selling, there’s nothing to differentiate you from your competition.  At that point, you’re almost forced to compete on price to acquire clients. If people perceive you as a commodity, it is hard to differentiate your business and receive what you deserve and want. How do you get past this?  You get past it by identifying the services that your clients really want, but no one else is offering.  Maybe you will offer more client service options or something that is just a little better than everyone else.  It doesn’t always have to be a big difference to create a big separation between you and others.

 

If you are already running your own business, and your clients are sharing their honest feedback with you, it’s bad business sense to ignore what your clients are telling you they want! It may not seem like it, but what they are providing you is very valuable information. 

 

The market research business draws big money for one main reason: there are people and businesses eager to know what clients need and want! They are not only very willing to pay for the information, they are also very willing to provide exactly what clients need and want!  Take note when a client offers you feedback, because you have a golden opportunity to give them exactly what they need and want!  The importance of this cannot be emphasized enough – when you know what your clients need, you can create a client-centered business and deliver what they need – growing your business.

 

By focusing in on niche markets that aren’t being served, you can satisfy clients by offering them the services that they need, but are not currently available. This separates you from your competition and frees you from competing solely on price.  In fact, thanks to the rules of supply and demand you can even charge a premium for these services because they’re so scarce!

 

Regardless of your industry, performing market research is important in offering the right products. What’s the first thing most modern-day shoppers do when they’re in the mood to make a purchase?  They perform an internet search on the product or service to do some comparison shopping.  You can use this to your advantage to identify what your clients are after but just aren’t able to get anywhere else.

 

Given the popularity of online services, it is important to be sure your business has an online presence so when potential clients search for services like yours, they can find you. Remember, the key is to fill the gap and focus on creating a stellar client-centered business. 

If you’re focused on client satisfaction, then all of your clients will likely become lifetime clients and become a free source of marketing when they eagerly refer their friends, family, coworkers, and everyone they know to you.  If your clients aren’t eagerly referring you to everyone they know, then maybe you need to evaluate how you can be even more client centered so when you ask (and even when you don’t), they are happy to introduce you to a lot of people who can use your products and services. Continue to be open to making changes that can enhance being client-centered and you will improve the opportunity to be successful. When you run a client centered business, you will run a business set up for success.

 

 

© Anne M. Bachrach. All rights reserved.

Anne M. Bachrach is known as The Accountability Coach™. She has 23 years of experience training and coaching. Business professionals who utilize Anne’s proven systems and processes work less, make more money, and have a more balanced and successful life. Anne is the author of the books, Excuses Don’t Count; Results Rule!, and Live Life with No Regrets; How the Choices We Make Impact Our Lives, and The Work Life Balance Emergency Kit. Get Your Free High-Content Book from Amazon today: 10 Power Tips for Getting Focused, Organized, and Achieving Your Goals Now, by going to http://www.accountabilitycoach.com/free-e-book-10-power-tips/. Join the FREE Silver Inner Circle Membership today and receive 10% off on all products and services, in addition to having access to assessments and resources to help you achieve your goals so you can experience a more balanced and successful life (http://www.accountabilitycoach.com/coaching-store/inner-circle-store/).

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