4 Tips for Being More Consistent


When it comes to your business, consistency is absolutely essential to increasing success. Becoming and staying consistent is not always easy, but it will always produce better results.


What exactly does it mean to be consistent? I would say that Merriam-Websters dictionary probably says it best…


“Consistent-Marked by harmony, regularity, or steady continuity:

free from variation or contradiction.”


Staying consistent will mean a number of things to you as you grow your business. To clients, you will appear reliable, dependable, capable, and steady. To your employees, you will appear congruous and constant. Consistency makes up a huge part of what causes a business to be successful, and achieving consistency will bring you a step closer to realizing this success on your own terms.


Here are 4 tips that can help you to become even more consistent each and every day. Some of these tips might seem like no-brainers; however, following them faithfully can have a dramatic impact on the outcome of any project that you might be working on, be it large or small.


1… Create and Execute a Game Plan

Having a set plan is absolutely essential to staying consistent. Without a firmly established success road map, you could very easily veer off course. This could cause variation in any part of your business, even if you are trying as hard as you can to avoid it. In truth, it is really hard to stay focused and regular when you do not have a plan to work from that can help you realize how to get to where you ultimately want to be. To help you consistently execute your plan, you need to make sure you utilize your calendar so you can stay focused on exactly what needs to be done every day.


Does your business have policies and procedures for all of its work-related tasks? Do your employees have access to these procedures? How do you know that your employees have this information? The failure to have a plan in place is a common-enough occurrence among businesses, but you would be amazed at how many businesses forget about putting together a plan for informing everyone involved, as keeping such information current is important!


2… Encourage Open Communication

Have you ever had a team member who asked you a lot of questions or the same questions over and over? Believe it or not, some people naturally get aggravated when they are asked questions, even if they pertain to the important aspects of running the business. But unless this habit is broken and overcome, this kind of communications breakdown could result in setbacks that will hurt you and your company’s success.


If you often find yourself annoyed when asked for answers that you feel should be common knowledge, then you really need to take a second look at the situation. Try to be open to any questions that make their way to your ears, and make sure that everyone else, whether they are directly involved or not, knows the answer as well. This is a great time to ensure that the answer to questions is being recorded in a procedures manual that everyone has access to so you don’t need to repeat it in the future. Successful businesses have procedure manuals for every position in the firm. Having a good, positive line of communication is essential to keeping things consistent and reliable.


3… Be Committed

One way to achieve consistency is to commit to it. This could mean committing to work until a certain time each day, working by appointment as much as possible (minimize phone tag), completing a specific amount of revenue generation hours each week, or meeting with your employees on a regular basis to reduce distractions and interruptions (be more time efficient). Regardless of what you intend to accomplish or pledge to do, making one or more commitments is likely to affect your business in a positive way.


One of the easiest ways to commit to your business is to be as passionate about it as when you first started. If you are having trouble finding passion in what you are doing, try to angle it so that you create passion. One way to do this is to sit down and make a list of all the good things that your business can accomplish each day and how it impacts those you serve. Try to remember what made you want to get into the business in the first place. If need be, you can always refer back to your original motivators. Once you establish what your passion is, you can more easily commit to what you are doing… and once you do this, consistency will follow.


4… Never Give Up

This might sound like a no-brainer, but not giving up does not always just have to refer to the ‘big’ parts of your business. If getting up at 6 in the morning has been hard on you, but good for your business, then try to find a way to make it work. Try to find a way to keep the consistency going! Don’t give up coming in at 6am just because the going is getting tougher! Making revenue generation calls for new business isn’t always easy or enjoyable for everyone, but we all need to do new client acquisition work – even when we don’t want to and when we seem to get a lot of “no’s” all at one time. You must keep forging on and doing whatever it takes to generate new business for the success of your business.


Giving up doesn’t just mean giving up on your business; it could mean giving up on your vision, on a policy, on a plan, on an idea, or even on an afternoon. Do your best to avoid giving up anything that could lead to more consistency for your business!


What Can I Do?

Adopting a plan that will result in more consistency for your business can seem daunting… so try to do it one step at a time. Start by applying these four simple tips. You will be amazed at how small changes will add up to big victories, bigger profits, and a tremendous (and well earned!) sense of accomplishment.


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

Worksheet and exercise for more easily replicating your Ideal Clients.


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


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


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


To download your complimentary exercise and worksheet, go to: http://www.accountabilitycoach.com/slots-replication-worksheet/



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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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Check out the new training course by Bill Bachrach: Create Your Ideal Life, Define Your Ideal Business, and Develop Your Ideal Client Profile.

You now have access to a brand new complimentary course for Financial Advisors by Bill Bachrach.

Create Your Ideal Life, Define Your Ideal Business, and Develop Your Ideal Client Profile (http://www.youradvisorroadmap.com/ideallife/).  


During This Free High-Value Course, You Will:

  • Get crystal clarity on your goals and your vision for your Ideal Life.
  • Learn exactly what you need to do to generate a consistent, predictable flow of enough business revenue so that after you pay your business expenses and taxes, there’s enough personal income left to pay for your present lifestyle, get your financial house in perfect order and fund your goals. 
  • Know exactly what your Ideal Business needs to look like in order to create your Ideal Life. You’ll develop your “Ideal Client Profile” and you’ll understand exactly how many Ideal Clients you need to reach your goals.


This training course is 100% complimentary and you can have immediate access right now simply by clicking on the link below. On the next page, you’re going to create your username and password which will give you immediate access to the free high-value course.

Click this link right now and check it out: http://www.youradvisorroadmap.com/ideallife/.  



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4 Steps to Stop Procrastinating and Start Producing Results! Web Class Replay Available

Have you ever procrastinated on something before? Procrastination, also known as dilly-dallying, dragging your feet, and excuse making is something we have all experienced at one time or another. Have you ever wondered why you procrastinate on some things and not others? For those of you who are familiar with procrastination, the issue is how can you stop procrastinating and start taking action?  Procrastination never pays off for anyone. During this what-to-do and how-to-do-it web class I will share business success principles I share with the Advisors I coach who make middle six-figure to seven-figure incomes.


You will learn 4 tips for overcoming procrastination and the DOIT system that will help you be even more successful – professionally and personally.


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

-You Accomplish More in Less Time

-Get More Clients

-Increase Your Confidence

-Increase Focus on Your Goals and Get To It

-Overcome fears that are holding you back from reaching your true potential


To watch the replay and download the slides, go to http://www.accountabilitycoach.com/iwebx-request-free-resources/.


“Thank you for a very useful webinar you did on avoiding procrastination.  The content was great and very relevant.” -Mahesh D.

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How to Make Business Introductions Online

Many of my clients are asking me about using email as a way of introducing me to people they know. Here is what Bill Cates, CSP, CPAE has to say on this subject.


In this digital world, most of business is done online with convenience and ease. But what about referrals and introductions? Networking is an important part of business that won’t be pushed aside as we digitize our work processes.


Luckily, making introductions online is easy and effective — as long as you’re doing it right. An introduction is personal by nature, so when making them online there are a few things that must be done to preserve the intimacy of the interaction. Here are some tips for doing online introductions right.


The initial text-based introduction

Whether giving or receiving referrals, an electronic handshake via email or social workspaces can be a very effective form of introduction. Here’s how it works: The referral source sends a message to the prospect and CC’s you. You then follow up with the prospect, but within that first message there are some important things that must happen to facilitate a proper referral. Here are 5 tips for making electronic handshakes more effective:


  1. Make sure the referral source CC’s you. Ask them to. Don’t assume they will.


  1. When you contact the prospect, write something like, “I’d like to present myself as a resource to you, as I have been for George. Let’s set up a five-minute call or meeting to get the conversation started.”


  1. In your first message to the prospect, put your referral sources name in the subject field to increase the chances of the prospect reading the message.


  1. CC your referral source on this first message so they know you’re moving forward with the referral, but don’t CC them on every correspondence.


  1. Keep your messages short and try to move into phone calls or meetings as soon as is appropriate. Do not try to make sales via email.


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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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14 Tips for Maintaining Work Life Balance

Check out the 14 Tips for Maintaining Work Life Balance and apply them in your life.


Work can have the ability to creep into our personal lives and cross boundaries interfering with family and life outside of the office. However, achieving a work/life balance might be more attainable than we think. By making just a few simple adjustments to how we work, we can cut down on stress and other issues that can have a negative impact.


You can find the entire article at http://assessments24x7.com/blog/14-tips-for-maintaining-work-life-balance/

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Work Habits of the Most Successful Advisors Web Class

To watch the full training session of the Work Habits of the Most Successful Advisors, go to: http://www.youradvisorroadmap.com/workhabitsreplay?inf_contact_key=ab4dae43cfca54b2174f71e33a7c24117fe15c4633297e448c54002bb6d6bb15


In this high-content, what-to-do and how-to-do-it web class, Bill Bachrach will dive deep into the specifics of the activities that drive success and those that create predictable failure.


It’s not personality or luck or genetic predispositions that determine your success or failure as a Financial Advisor. It’s consistently doing certain things in a certain way that produces certain results.


This web class will cover 4 key elements: 

– Client Service work habits 

– Client Acquisition work habits 

– Leadership work habits 

– Time Management work habits


You will walk away from this training with total clarity about what to do to be highly successful and what NOT to do that, if you continue doing it, will trap you in the quagmire of mediocrity where most non-failures in this business spend their entire careers. (Sad, but true, that most advisors who don’t fail are not really succeeding either. Not failing is not the same as succeeding. Don’t settle for being average!) 


Enjoy the training and implement what you learned for even greater success. 


Check out this web class at:


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Strategies to Increase Your Productivity and Your Income! Web Class Replay Now Available

-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.  Watch this high-value webinar and discover how 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 watching 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 watching this high-value web class at http://www.accountabilitycoach.com/iwebx-request-free-resources/. You will also gain access to many complimentary tools to help you be even more successful.




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