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

Quickly Build Trust and Acquire Great Clients!

Get the most clear and concise definition of “client acquisition” you’ve ever heard, in about an hour, while you also 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 Bachrach 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 by going to https://youradvisorroadmap.lpages.co/clientacquisition-1-23-18.  

 

Bill is looking forward to having you join him on this powerful training session to help you accelerate your 2018 results, so you can stop working too many hours, for too little money, and with too many of the “wrong” clients.

 

REGISTER NOW by going to https://youradvisorroadmap.lpages.co/clientacquisition-1-23-18

 

 

Share This Post

Tired of Working Too Many Hours and for Too Little Money?

If you are, you can change it!

Advisor responses from the polls we have been running indicate that: 

  • 93% of advisors said they need or want to make more money,
  • 83% said they want to work fewer hours per week and take more REAL vacation every year, and
  • 98% said they would like to have a smaller total number of clients who each pay them more.

What about you? 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. 

Ironically, most Advisors want exactly the opposite: more money, less hours, and a smaller number of the right clients who each pay you more. 

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? 

Bill will also share 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 Bill Bachrach for this LIVE training session by clicking the REGISTER NOW below button or going to https://youradvisorroadmap.lpages.co/clientacquisition-1-23-18.  

 

Bill is looking forward to having you join him on this powerful training session to help you accelerate your 2018 results, so you can stop working too many hours, for too little money, and with too many of the “wrong” clients.

 

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

 

 

Note: 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.

Register for this timely free web class at http://www.youradvisorroadmap.com/clientacquisition-1-23-18.

 

Share This Post

[FINAL Days] This ends Dec. 31 (get all of your cool bonuses now)!

Join Bill Bachrach’s AdvisorRoadmap Virtual Training Platform Today and get $1,308 worth of FREE Resources.

Do you currently have a proven process for client acquisition in the “new world” that will attract the type of clients you want to be working with?

 

If YES, could that process be even better so you more quickly get even better results?

 

If NO, you need one! Otherwise, you’ll get caught up in the cycle of working too many hours, for too little money, and serving too many of the wrong clients again in 2018!

 

If you would like to accelerate your results in 2018 and make it your best year ever, join Bill Bachrach’s AdvisorRoadmap Virtual Training Platform right now.

 

“I’ve always had a hard time closing business. After joining the AdvisorRoadmap ™ Virtual Training Platform, I’m 3 for 3! The first 3 times I used your process I asked for a $5,000 up-front fee for planning – and got it! I’m a long way from mastery, but I’m very excited about my results so far! Thanks for everything!” – Shannon H.

 

Decisiveness will give you valuable bonuses worth $1,308 and help you create the kind of business you truly want and deserve. 

 

Joining today not only gets you all the unbelievable benefits from being a member of this proven process for client acquisition (which can be worth hundreds of thousands of dollars to you), you will also receive the following high-value FREE resources (a $1,308 value) from me, to help you accelerate your results.

  • No Excuses! Action Steps for Making More Money and Getting Better Results NOW! Book and 10 audios
  • The Work Life Balance Emergency Kit – 34 powerful lessons to prepare you for a life where “Excuses Don’t Count; Results Rule” book
  • Back Pack Audio series of 20 high-content classes (1-hour each)
  • Live Life With No Regrets; How the Choices We Make Impact Our Lives Book and audio book combo
  • Excuses Don’t Count; Results Rule! Book and audio book combo
  • Inspirational Quotes book

 

Get all your great bonuses when you join the AdvisorRoadmap Virtual Training Platform today.

 

“There is NOTHING, and I mean NOTHING, as good as this AdvisorRoadmap™ Virtual Training Platform. I’ve looked at everything and nothing even comes close! I’ve gone from charging zero for a financial plan to $2,500, and I’m raising my planning fee to $5,000 based on what I’ve learned, so far.” – Frank P.

 

Learn to play the “game” at a level nobody knows exists. Make 2018 your best year ever!

 

Anne Bachrach

The Accountability Pit-Bull™

Bachrach & Associates, Inc.

http://www.youradvisorroadmap.com/anne/ – A New Era of Financial Advisor Training

619.255.4888

 

Note: You must join before Dec. 31, 2017 to get all your fabulous bonuses, worth $1,308!

Share This Post

Would you like to more quickly have even better results in 2018?

Break all barriers to you making 2018 your best year ever with Bill Bachrach’s AdvisorRoadmap Virtual Training Platform. Join today and get $1,308 worth of FREE Resources.

Most Advisors work too many hours, for too little money, for too many of the wrong clients, according to the feedback we’ve received from recent polls. Here’s exactly what they told us:

– 93% of advisors said they need or want to make more money.

– 83% said they want to work fewer hours per week and take more REAL vacation every year. 

– 98% said they would like to have a smaller total number of clients who each pay them more.

 

And, this is how they feel in the middle of a booming economy!

 

These problems don’t fix themselves. If you would like to improve your results in one, or more, of these areas, a great place to start is to join Bill Bachrach’s AdvisorRoadmap Virtual Training Platform right now.

 

“There is NOTHING, and I mean NOTHING, as good as this AdvisorRoadmap™ Virtual Training Platform. I’ve looked at everything and nothing even comes close! I’ve gone from charging zero for a financial plan to $2,500, and I’m raising my planning fee to $5,000 based on what I’ve learned, so far.” – Frank P.

 

Let me try to entice you a little…..

 

As a result of joining right NOW, you not only get all the unbelievable benefits from being a member of this proven process for client acquisition (which can be worth hundreds of thousands of dollars to you), you will also receive the following special high-value FREE resources (a $1,308 value) from me, to help you accelerate your results in 2018 and make it your best year ever.

  • No Excuses! Action Steps for Making More Money and Getting Better Results NOW! Book and 10 audios
  • The Work Life Balance Emergency Kit – 34 powerful lessons to prepare you for a life where “Excuses Don’t Count; Results Rule” book
  • Back Pack Audio series of 20 high-content classes (1-hour each)
  • Live Life With No Regrets; How the Choices We Make Impact Our Lives Book and audio book combo
  • Excuses Don’t Count; Results Rule! Book and audio book combo
  • Inspirational Quotes book

 

Get all your great gifts when you join Bill Bachrach’s AdvisorRoadmap Virtual Training Platform (http://www.youradvisorroadmap.com/anne/) today.

 

Learn to play the “game” at a level nobody knows exists. Make it an unbelievably great New Year!

 

Anne Bachrach

The Accountability Pit-Bull™

http://www.youradvisorroadmap.com/anne/ – A New Era of Financial Advisor Training

619.255.4888

 

P.S. The lamest excuse we hear from too many Advisors during a great economy and raging bull market is, “When the market is good, and everyone is making money and happy, you can’t get anyone to take the time to meet with a new advisor.” This is just BS.

 

Note: You must join before Dec. 31, 2017 to get ALL your fabulous FREE gifts!

 

 

 

 

Share This Post

Take Advantage of Great Gifts to Help You Make 2018 Your Best Year Ever!

Get All Your FREE Gifts ($1,308 value) when you Join AdvisorRoadmap Virtual Training Platform today!

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 these questions, what you need for 2018 is a better plan. A great place to start is to join Bill Bachrach’s AdvisorRoadmap Virtual Training Platform right now.

 

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

 

“Before I started working with Bachrach & Associates, I was charging $3k per client and 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 applying the proven processes in the AdvisorRoadmapVirtual Training Platform. 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.

 

To help make up your mind to Join Today, you not only get all the unbelievable benefits from being a member of this proven process for client acquisition (which can be worth hundreds of thousands of dollars to you), you will also receive the following special high-value FREE resources (a $1,308 value) from me, to help you accelerate your results in 2018 and make it your best year ever.

 

Maybe a BIG Incentive of great high-content gifts will help you make up your mind and not dilly dally……

  • No Excuses! Action Steps for Making More Money and Getting Better Results NOW! Book and 10 audios
  • The Work Life Balance Emergency Kit – 34 powerful lessons to prepare you for a life where “Excuses Don’t Count; Results Rule” book
  • Back Pack Audio series of 20 high-content classes (1-hour each)
  • Live Life With No Regrets; How the Choices We Make Impact Our Lives Book and audio book combo
  • Excuses Don’t Count; Results Rule! Book and audio book combo
  • Inspirational Quotes book

 

Accelerate your results in 2018 with some help from Bill Bachrach’s AdvisorRoadmap Virtual Training Platform. Join right now at http://www.youradvisorroadmap.com/anne/.

 

“The AdvisorRoadmap™ Virtual Training Platform has given me all the scripts and processes necessary to acquire a $36k flat fee client. earned has given me the confidence to acquire a $36k flat fee client. I reviewed my scripts from AdvisorRoadmap™ repeatedly before the meeting, and it increased my confidence and clearly made a difference. It is important to note that $36k is almost exactly double what she was paying her “now” ex-advisor, who was offering her a “discounted rate” of 50bps.” – Dave T.

 

Learn to play the “game” at a level nobody knows exists. Have a great rest of your holiday and make 2018 your best year ever!

Anne Bachrach

The Accountability Pit-Bull™

http://www.youradvisorroadmap.com/anne/

 

Note: You must join before Dec. 31, 2017 to get all your fabulous bonuses!

 

 

 

Share This Post

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.

 

Share This Post

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!  

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

 

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. 

 

Share This Post

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

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 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!

Share This Post

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.

Share This Post

Next Page »