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.

 

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[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!

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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!

 

 

 

 

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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!

 

 

 

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

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

 

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

 

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

 

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

 

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

 

So, what’s the right question?

 

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

 

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

 

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

 

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

 

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

 

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

 

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Quickly Build Trust with High Net Worth People – Live Demonstration

This Could Be Your Competitive Advantage!

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

 

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

 

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

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

 

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

 

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

 

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

 

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

 

Event Details:

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

 

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

 

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

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Discover The Mindset and Strategies of Top Advisors Webinar Series with Bill Bachrach

“The Insider Secrets to Having Your Ideal Business and Living Your Ideal Life!”

 

By discovering and implementing the mindset and strategies of Top Advisors You Will…

 

  • Have a clear picture on what you want your business to look like and who you want to serve
  • Ensure you are getting the income you truly want without being chained to commissions
  • Have a client value promise that clients will admire, pay you handsomely, and bring you referrals
  • Be more productive than ever and get your precious time back to spend however you want
  • Crush your limiting beliefs and whatever else is holding you back from being the person you truly want to be

 

Register Now!

Webinar Series Overview…

 

It all starts with asking yourself…”What do you want your business and lifestyle to look like?”

  • Session #1 will take you through the process of developing clarity in your business and personal life.  You’ll discover how Top Advisors build their Ideal Business, with Ideal Clients, and still have time to live life on your terms.

 

  • Session #2 will open your eyes to why Top Advisors shift their business from AUM percentage to a flat fee for service.  One of the many secrets to the success of the Top 1% of Advisors is they are paid very well for their services.  You’ll learn the why and how to have clients happily pay you top dollar for the value you provide with a smile on their face.

 

  • Session #3 teaches you how to craft the Ultimate Client Value Promise like the pros.  After watching this session you’ll have a proven, repeatable process for clearly explaining to your clients how you will be the one person that can help them reach their goals.

 

  • Session #4, you’ll learn the productivity and accountability secrets of the high performers in the industry.  Top advisors have learned how to leverage systems and processes to get the most work done, in the shortest amount of time.  After this session, you’ll walk away with the knowledge of how to get your time back!

 

  • Session #5, will reveal how Top Advisors manage their energy and experience breakthroughs in their business.  You’ll come face-to-face with the most common obstacles, fears, and limiting beliefs holding you back from your dreams.  When the session is over, you’ll have the tools to overcome self-defeating mental blocks, freeing you up to achieve your goals in a big way!

 

  • BONUS “Ask Me Anything” Session: After experiencing the 5-part series, you’re sure to have questions and concerns.  So as a special bonus, you’ll get access to an additional “Ask Me Anything” session.  Think of this as a virtual group coaching session.  Bill Bachrach will help you overcome your challenges and answer your questions.  No question will be left unanswered.

 

To check out this high-value web series and get registered now!

 

 

 

 

 

 

 

 

 

 

 

 

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Master Client Acquisition in the World of the DOL Rule to Get BIGGER, BETTER, and FASTER Results Web Class

Three businesspeople having a meeting.During this how-to web class, you’ll learn how to use the new disrupted world of the DOL Rule and Digital Advisors to your advantage and clearly differentiate yourself from other advisors, so you can get hired more quickly by great clients, and grow your business more than ever.

 

What you’ll learn by attending this web class with Bill Bachrach:

  1. How to quickly build trust with prospective Ideal Clients and increase the trust you’ve earned with existing clients, enabling you to generate more revenue per client while decreasing your marketing expenses and efforts.
  2. How to master client acquisition by learning how to discover and engage prospective high-net worth clients. Become skillful at recognizing and answering the pivotal questions during the first conversation and how to create a meaningful connection with each person from the first moment of contact. Remember, each person you meet could be your next client.
  3. How to master the initial client meeting by making a deep emotional connection, helping clients and prospects define their goals, and benchmark their current financial reality.
  4. How to master articulating your client value promise so you get hired in the first meeting, inspire your clients to do all of their business with you, and generate more referrals.

 

After attending and implementing what you learned, you will

  • enjoy adding great clients that generate more revenue and do all of their business with you,
  • build a huge pool of prospective high net-worth clients that you’ll be able to conduct best-in-class initial client meetings with, and
  • get hired immediately and receive even more referrals.

 

What could this mean for you?

  • An improved quality of life,
  • working less hours,
  • serving the right type of clients, and
  • making more money!

 

As George Leonard says…“Mastery isn’t reserved for the super talented or even for those who are fortunate enough to have gotten an early start. It’s available to anyone who is willing to get on the path and stay on it.”

 

Watch the web class replay by going to: http://www.billbachrach.com/master-client-acquisition/?utm_source=email&utm_medium=email&utm_campaign=WebinarReplayIWX&utm_term=WebinarReplayIWX&utm_content=WebinarReplayIWX-DA

 

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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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