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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Strategies to Increase Your Productivity and Your Income! Web Class

Do you want to make more money?

Do you want more clients?

Would you like to be even more productive so you have more time to do what you want to do?

How would having better work life balance impact your professional and personal life?

 

If you answered “YES” to any of these questions then you will want to register to attend this high-value webinar and learn to consistently focus on your highest payoff activities that put you in the highest probability position to achieve your goals and within the time frame you desire. There are only 168 hours in a week. We all have the same finite amount of time to work with. It is how you choose to use your 168 hours to achieve your goals is the key to your success

 

By applying these action-able, results-producing strategies you can:

– Increase Your Income

– Get More Done in Less time so You Are More Productive

– Achieve More of Your Goals

– Be Even More Focused on the Activities that Produce the Biggest Results

– Better Organize Your Time and Your Life

 

As a result of attending this content-oriented web class, you will discover

– How to Better Focus on your High Payoff Activities and What You Can Control

– How to Create and Execute a Simple and Effective Calendaring System

– How to Formulate a Game Plan for Maximum Productivity

– How to Create and Implement an Ideal Model Work Week for Goal Achievement and Success

 

What got you to where you are today probably isn’t going to be what takes you to where you ultimately want to go. Those thoughts, actions, activities have to change to move you even closer to your future goals. Begin today by signing up to attend this high-value web class.

 

Web Class Date: March 30, 2017 Time: 1:00pm ET / 12:00pm CT / 11:00am MT / 10:00am PT Register Now: http://insurancewebx.com/strategies-to-increase-your-productivity-and-your-income/

 

I look forward to having you on the Insurance WebX Insider web class with me. You will get value from the FREE resources discussed during this web class.

 

Can’t attend? Don’t worry. Register and you will receive a link to the replay.


 

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Directory of Pre-Vetted Outsource Providers to Help You

You have been asking for it and now you can get what resources you need and want to help you be even more successful!!

 

Looking for help with back office, answering phones, prepping financial plans, or marketing? Save time by investing in a list of pre-vetted providers in the financial services industry. Check it out at http://diy.myvirtualcoo.com/directory-of-outsourcers.

 

Get a current directory of pre-vetted outsource providers that already work with financial advisory wealth & investment firms. The list includes website links & names of providers in areas of C-level interim executive assistance, receptionists, administrative assistants, 401k administrators, IT providers, tax preparers, insurance experts, financial planners, website coders, ghost writers, and so much more. Check it out at http://diy.myvirtualcoo.com/directory-of-outsourcers.

 

 

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Register to Attend: Strategies to Increase Your Productivity and Your Income! Web Class

Do you want to make more money?

Do you want more clients?

Would you like to be even more productive so you have more time to do what you want to do?

How would having better work life balance impact your professional and personal life?

 

There are only 168 hours in a week. We all have the same finite amount of time to work with. It is how you choose to use your 168 hours to achieve your goals is the key to your success.  Attend this high-value webinar and learn to consistently focus on your highest payoff activities that put you in the highest probability position to achieve your goals and within the time frame you desire.

 

By applying these action-able, results-producing strategies you can:

– Increase Your Income

– Get More Done in Less time so You Are More Productive

– Achieve More of Your Goals

– Be Even More Focused on the Activities that Produce the Biggest Results

– Better Organize Your Time and Your Life

 

As a result of attending this content-oriented web class, you will discover

– How to Better Focus on your High Payoff Activities and What You Can Control

– How to Create and Execute a Simple and Effective Calendaring System

– How to Formulate a Game Plan for Maximum Productivity

– How to Create and Implement an Ideal Model Work Week for Goal Achievement and Success

 

What got you to where you are today probably isn’t going to be what takes you to where you ultimately want to go. Those thoughts, actions, activities have to change to move you even closer to your future goals. Begin today by signing up to attend this high-value web class.

 

Web Class Date: March 30, 2017 Time: 1:00pm ET / 12:00pm CT / 11:00am MT / 10:00am PT Register Now: http://insurancewebx.com/strategies-to-increase-your-productivity-and-your-income/

 

I look forward to having you on the Insurance WebX Insider web class with me.

 

Can’t attend? Don’t worry. Register and you will receive a link to the replay.

 

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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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Claim Your 75% off Savings Today and Get Your Holiday Shopping for Everyone Done

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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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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Last Chance to Save BIG!! Check it out before it’s gone!

Anne BachrachWho doesn’t like a really BIG SALE? I sure don’t know anyone.  Jump on this one today before it’s gone.

 

Take advantage of this BIG discount opportunity and give these high-value books to your clients, prospects, business associates, employees, peers, family, friends, and anyone you think would benefit.  When you give a book as added-value to clients and prospects, you just might receive additional business in return.

 

Each book is ONLY 5 dollars when you order today. Yes, I said only 5 dollars. Take advantage of this amazing opportunity by going to http://www.accountabilitycoach.com/holiday-special-2016/.

 

Save 50% when you order today.

Only 5 dollars when you order your copies today!

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5 Keys to Being an Effective Delegator

This illustration is a photo capture that describe one leader with his team.Delegation is one of the many keys to success, but it is, surprisingly, one of the weakest points for many leaders. Believe it or not, there are A LOT of leaders in small business who do not know how to delegate effectively. There can be a number of reasons for having difficulty in the delegation department, most of them related to the inability of the leader to relinquish control. A lot of leaders want to be in control of everything, but don’t realize that this mentality can sap time and energy that could better be spent moving them to the next level of success.

 

If a leader fails to realize this, then they could very well use up all of their valuable time performing tasks that COULD be done by someone else. Since they are using their time on these things, the leader will usually suffer from an inability to grow, and will often feel pressured. They can also feel like nobody understands what is wanted or needed, and can begin to feel very alone in a professional sense.

 

“Surround yourself with the best people you can find, delegate authority, and don’t interfere as long as the policy you’ve decided upon is being carried out.” -Ronald Reagan

 

Key #1… Understand What It Means To Delegate

Delegating a job to someone underneath you is not always easy, especially at first… but it is an essential part of growth, and you will likely find that you will be unable to move forward with any kind of speed if you do not have what it takes to turn a project over to someone else. Having said this, it is important that you do not simply delegate to delegate. This decision must be made with great care and professionalism.

 

Delegating to the wrong person could be a catastrophe! However, if you do have the option to hand the project to someone below you who is capable of seeing it through to the end, then you will have the opportunity to TRULY realize how much power there is in the ability to pass things off to trusted employees or colleagues. This is what delegation is. You are giving something very important to someone who you trust, so that they can finish it for you. It is really that simple. You need to be able to communicate the needs of the project, as well as your need to be informed when certain milestones are reached.

 

Delegation, if executed correctly, can free you up to do the things that you have to do. Being able to step away from projects that could hold you back is a huge bonus! Just remember, however, that great care must be taken to ensure that you are choosing the right person for the job! Successful entrepreneurs are GREAT delegators.

“Managers help people to see themselves as they are.

Leaders help people to see themselves better than they are.”

–Jim Rohn

 

Key #2… Surround Yourself with People You Can Trust

If you can’t trust anyone beneath you, then you are just going to cause more problems for yourself in the long run by attempting to put them in charge of anything. This is why it is SO important to have good, reliable people around you. Delegating relies upon the existence of responsible individuals who you can believe in and turn to in order to get things done quickly and efficiently.

 

Key #3… Don’t Micromanage

Staying informed and on top of the situation is one thing… but micromanaging is something else. Never try to micromanage a project that you have given to someone else. This will just interfere with workflow, and will also cause your subordinate to feel like they are not trusted or appreciated. If you cannot trust them to do the job, then don’t delegate to them. If you CAN trust them, then do yourself a favor and let them have the authority do their best for you.

 

Key #4… Learn To Let Go If There Is Nothing To Worry About

Delegating can be difficult for people who are always used to being in control. If you have good people underneath you whom you can trust, then try your best not to worry about the projects that you delegate out. Of course, if you feel that you need an update on the project, then get one… but if you truly believe that your assistance is not needed, then try to relax and just let your subordinates do their job. It can be difficult, but in the long run it will be good for you to get comfortable with delegation as you climb the next ladder of success!

 

Key #5… Reward Subordinates for A Job Well Done

If you have delegated a job to a subordinate and have returned to find it done and done well, do not hesitate to offer due praise. This will help to build your employee’s confidence, and will also strengthen their desire to do a good job for you. Being positive and thankful will encourage them to continue to do their best, which is EXACTLY what you want!

 

What Can You Do?

Go through each of these keys, and figure out how they might apply to you in your situation. Since you are probably already successful, you might already know more than a thing or two about delegation… but remember that you can never learn too much! More knowledge can lead to better ways of doing things, which will, in turn, lead to increased sales, happier employees, and better profits in the long run!

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The Prioritized Action List (PAL) Sample – Free Download – Much More Than a Simple Task List

Prioritized Action List (PAL)

Prioritized Action List (PAL)

To help you and your team be even more time efficient, use a Prioritized Action List (PAL). This is a list of everything you have to do so you don’t have sticky notes, pieces of scrap paper laying around, or things in your head that you are trying to remember or afraid you will forget. Everything on the list in a priority order – hence the name – so you are more focused and on target to getting the most important tasks/activities done very single day. This is much more than just a simple “task list.”

 

To download a Free Sample Prioritized Action List (PAL) that everyone in your office can use (for consistency and efficiency), go to http://www.accountabilitycoach.com/pal-sample/.

 

Your PAL can be in Outlook, an excel spreadsheet, or your contact management system. The important thing is to have one and use it every day. This is a great tool to help you know what you team members are doing every day – a form of accountability.

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