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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Register to Attend the People Skills Workshop in Boston on Oct. 8

People Skills are Critical to your Success.

People Skills are Critical to Your Continued Success.

The People Skills Program is designed for financial advisors, financial planners and wealth managers. At this high-value workshop you will learn how to thrive in the new world of digital-advisors and exponential/disruptive technologies. So what’s a human to do if the machines get too good to compete with? Double-down on your people skills! You can’t compete with a machine on their turf. And the machines can’t compete with you on what remains uniquely human. What are those things? And how do you capitalize on them?

Attend Bill Bachrach’s half-day session in Boston on Oct. 8, 2015. http://www.fa-mag.com/conferences/bachrach-workshop/
Consider these scenarios:
  • You’re at a networking event and you meet a person who could become your next Ideal Client. What will determine whether or not you get the appointment? Your people skills.
  • An Ideal Client refers you to their best friend who could become your next Ideal Client. But they already do business with other technically skilled FAs. What will determine whether or not your follow up call leads to an appointment? Your people skills.
  • The initial client interview is all set. Both spouses are coming to your office with all their financial docs. They could become your next Ideal Client. What will determine whether or not you get hired? Your people skills.
  • Your best clients have programmed into their mobile phones the contact information for their friends, family, and colleagues. Some could become your next Ideal Clients. What will motivate your clients to refer you to these people? Your people skills.
  • Some of your best clients are still procrastinating to implement some of your advice, even though it’s in their best interest to do so. What will finally inspire them to take action? Your people skills.
  • Some of your best clients are still doing business and have assets with other FAs and institutions. They could consolidate all of their business with you. What will determine whether or not they do? Your people skills.

 
To thrive in this new world your people skills are the key to your success. The level of people skills that worked in the past will not be enough to guaranteed success in the future. And that’s what you’ll work on during this workshop.

Register to attend Bill Bachrach’s half-day session in Boston on Oct. 8, 2015. http://www.fa-mag.com/conferences/bachrach-workshop/

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Get Your Financial Advisor’s Client Appreciation Event Guidebook

Client Appreciation Event Guidebook

Client Appreciation Event Guidebook

To help you enhance the experience at your Client Appreciate Events, download the high-value, complimentary Financial Advisor’s Client Appreciation Event Guidebook by going to http://www.fsspeakers.net/index.php?mode=resources.

 

You will find this to be a very thorough guide to helping you have successful Client Appreciation Events.

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Communicating in a Client-Centered Manner Gets Even Better & Faster Results High-Content Webinar REPLAY

Client Centric Communication

Client-Centric Communication

During this high-content webinar you will learn 12 questions that will help you build a more client-centered business and assist you in enhancing your clients’ and prospects’ experiences. The results can lead to:

  • Prospective clients who are more likely to hire you in the first meeting.
  • Clients who are more inclined to do all of their business with you.
  • Clients who more consistently refer.

Many advisors think their business practices are client-centered, yet there is almost always an opportunity to become even more client-centered. The payoff of even small improvements in this area can be substantial. Most advisors agree that their businesses should be all about their clients, even though they have not yet formulated or implemented a game plan for actualizing this reality.

 

The presented action-able, results-producing strategies will help you to:
•        Communicate in a way that is truly about your clients and prospects
•        Get more clients
•        Keep the clients you want to keep
•        Achieve your goals
•        Be even more focused on activities that produce results

During this what-to-do and how-to-do-it webinar, Anne Bachrach will share proven principles that are being successfully implemented by the advisors she coaches who earn middle six-figure to seven-figure incomes.

To watch this high-content webinar, go to http://www.accountabilitycoach.com/free-articles/free-webinars/.

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