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

logo-advisorroadmap-virtualtraining-coloredtagline2

“I built my $1.5M fee-based business by implementing this powerful repeatable process. I wish I had this process from my first day in the business!”

– Sybil P.

 

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

 

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

– Don V.

 

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

 

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

So why attend?

 

Simple…you’ll discover how to

Attract And Get Hired By Better Clients,

– Implement Goals-Based Financial Planning,

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

– Gather More Assets And

Get More Referrals.

 

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

 

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

 

CLICK HERE TO REGISTER NOW

(https://peopleskillsnetwork.com/)

 

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

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

 

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

 

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

 

CLICK HERE TO REGISTER NOW

(https://peopleskillsnetwork.com/)

 

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

 

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

 

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Your Holiday Special Has Come Early! Check it out before it’s gone!

Makes a great gift for clients and prospects.

Makes a great gift for clients and prospects.

Who doesn’t like a really big sale? I sure don’t know anyone.  Jump on this sale before Nov. 13 and SAVE BIG.

 

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 5usd when you order before Nov. 13. Take advantage of this great opportunity by going to http://www.accountabilitycoach.com/holiday-special-2016/.

 

Anne Bachrach

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THRIVE in the new DOL Fiduciary Standard World!

Client Acquisition Mastery Workshop

Client Acquisition Mastery Workshop

It’s time to take advantage and accelerate your business results! Register for the 2017 Client Acquisition Mastery Workshop and receive our SUPER early-bird pricing of only 997 (for members) and only 1,897 (which includes your one-year membership to the AdvisorRoadmap Virtual Training Platform if you aren’t already a member).

 

Super early-bird pricing ends November 15th so register today by going to https://peopleskillsnetwork.com/.

 

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

▪ 1:1 Coaching Session with Bill Bachrach (Value = $1,000)
▪ 1:1 Coaching Session with Anne Bachrach (Value = $600)

▪ VIP Welcome Reception (Value = $200)
▪ Package of Financial Road Maps (Value = $30)

▪ Values-Based Financial Planning book (Value = $30)

“I built my $1.5 fee-based business by implementing this powerful and repeatable process. I wish I had the process from the first day in business.” Sybil P.

When is the next Client Acquisition Mastery Workshop?

August 16th – 18th, 2017 in San Diego, CA

 

Check it out now by going to https://peopleskillsnetwork.com/.

 

We look forward to working with you in the AdvisorRoadmap platform and seeing you at the August Workshop so you can build your Ideal Business and have your Ideal Life.

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Get Your Copy! The Confident Advisor; How to Thrive in the New World of DOL Fiduciary Standard, Digital-Advisors, and the 5 Other Critical Industry Disruptions

Claim your Free Copy Today!

Claim your Free Copy Today!

Get your complimentary copy of the NEW “Enhanced” e-book by Bill Bachrach by going to http://www.billbachrach.com/e-book/

The Confident Advisor; How to Thrive in the New World of DOL Fiduciary Standard, Digital-Advisors, and the 5 Other Critical Industry Disruptions

 

Bill Bachrach’s new “enhanced” eBook contains mini demonstrations, videos, audios and additional proven tools to help you

  • get more clients,
  • generate more revenue and
  • become more refer-able.

 

My husband, Bill, did an amazing job creating this powerful eBook that is so much more than just a book. If you are a Financial Advisor, you have to check it out! Yes, I’m probably a little biased….The reviews coming in are nothing short of “You need to read this book and apply the concepts now!”Feel free to share this “just in time” e-book with all your peers.

Go to http://www.billbachrach.com/e-book/ and download it right now.

 

It’s free… no strings attached.

 

 

 

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