Reminder: 11 Tips for Staying Focused and On Track to Achieve Your Goals Web Class on Dec. 7

You are probably working on your game plan for next year. If not, you should be.

 

When you attend this high-content web class, you will explore Keys for Being Highly Successful in Business and Life. How to develop the self-discipline to do what you know needs to be done when it needs to be done so you get the results, professionally and personally, you are truly capable of.

 

You will discover 11 immediately action-able, results-producing strategies that will help you to:

  • Get more clients

 

    • Increase your income
  • Get more done in a lot less time (apply effective time management principles)

 

    • Achieve more of your goals
  • Be even more focused on the activities that produce results

 

    • Remove distractions and interruptions from your life
  • Be more aware of sabotaging habits that aren’t serving you

 

Most Advisors know what to do, yet they don’t do what they know they need to do so they can achieve their goals and enjoy the kind of business and life they truly want and deserve. Don’t leave your potential underdeveloped. Maximize your capabilities and accelerate your results by applying some of these 11 tips in your business and life.

 

During this what-to-do and how-to-do-it web class, I will share lessons from coaching financial advisors who make middle six-figure to seven-figure incomes.

 

Web Class Date: Dec. 7, 2017

Time: 1:00pm ET / 12:00pm CT / 11:00am MT / 10:00am PT

Register now: http://insurancewebx.com/get-more-clients-with-these-11-tips-for-staying-focused-and-on-track-to-achieve-your-goals/

 

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

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Start 2018 Strong – 11 Tips for Staying Focused and On Track to Achieve Your Goals Web Class

You are probably working on your game plan for next year. If not, you should be.

 

When you attend this high-content web class, you will explore ways to help you put more fun and growth back into your business by developing the self-discipline to do what you know needs to be done when it needs to be done so you get the results, professionally and personally, you are truly capable of.

 

You will discover 11 immediately action-able, results-producing strategies that will help you to:

  • Increase your income
  • Get more done in a lot less time (apply effective time management principles)
  • Achieve more of your goals
  • Be even more focused on the activities that produce results
  • Remove distractions and interruptions from your life
  • Be more aware of sabotaging habits that aren’t serving you

 

Most Advisors know what to do, yet they don’t do what they know they need to do so they can achieve their goals and enjoy the kind of business and life they truly want and deserve. Don’t leave your potential underdeveloped. Maximize your capabilities and accelerate your results by applying some of these 11 tips in your business and life.

 

Web Class Date: Dec. 7, 2017

Time: 1:00pm ET / 12:00pm CT / 11:00am MT / 10:00am PT

Register Now at: http://insurancewebx.com/get-more-clients-with-these-11-tips-for-staying-focused-and-on-track-to-achieve-your-goals/

 

During this what-to-do and how-to-do-it web class I will share lessons from coaching financial advisors who make middle six-figure to seven-figure incomes.

 

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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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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11 Tips for Staying Focused and On Track to Achieve Your Goals Web Class

You are probably working on your game plan for next year. If not, you should be.

 

When you attend this high-content web class, you will explore ways to help you put more fun and growth back into your business by developing the self-discipline to do what you know needs to be done when it needs to be done so you get the results, professionally and personally, you are truly capable of.

 

During this what-to-do and how-to-do-it web class I will share lessons from coaching financial advisors who make middle six-figure to seven-figure incomes.

 

You will discover 11 immediately action-able, results-producing strategies that will help you to:

  • Increase your income
  • Get more done in a lot less time (apply effective time management principles)
  • Achieve more of your goals
  • Be even more focused on the activities that produce results
  • Remove distractions and interruptions from your life
  • Be more aware of sabotaging habits that aren’t serving you

 

Most Advisors know what to do, yet they don’t do what they know they need to do so they can achieve their goals and enjoy the kind of business and life they truly want and deserve. Don’t leave your potential underdeveloped. Maximize your capabilities and accelerate your results by applying some of these 11 tips in your business and life.

 

Web Class Date: Dec. 7, 2017

Time: 1:00pm ET / 12:00pm CT / 11:00am MT / 10:00am PT

Register Now at: http://insurancewebx.com/get-more-clients-with-these-11-tips-for-staying-focused-and-on-track-to-achieve-your-goals/

 

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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LIVE Training to Help You STOP Working Too Many Hours for Too Little Money – Nov. 15!!

True or False: Most Advisors work too many hours for too little money for too many of the wrong clients?

 

The responses from the polls we ran on our last Advisor training session indicate that this is true:

  • 90% of advisors said they need or want to make more money.
  • 69% said they want to work fewer hours per week and take more REAL vacation every year.
  • 92% said they would like to have a smaller total number of clients who each pay them more.

 

Claim your spot for Bill Bachrach’s FREE Training on November 15th at 9am Pacific Time / 12pm Eastern!

(http://www.youradvisorroadmap.com/clientacquisition-11-15-17)

 

Chances are very high that your current approach to client acquisition practically guarantees that you will work too many hours for too little money for too many of the wrong clients.

 

Most advisors want to make more money, work less, and have more of the “right” clients.

  1. Money.
  2. Time.
  3. Smaller total number of the “right” clients who each pay you more.

 

If you have a desire to be even better in any or all of these areas, join Bill Bachrach when he shares the Client Acquisition Mastery in the New World of High Regulation, Digital Advisors, and Disruptive Technology Free Training session on November 15th at 9am PT / 12pm.

 

Get Your Spot for This Free Training Now!

(http://www.youradvisorroadmap.com/clientacquisition-11-15-17)

 

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

 

In addition to the answers to these questions, Bill shares 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 us LIVE for this training session.

 

Claim Your Spot for The Free Training Right Now!

(http://www.youradvisorroadmap.com/clientacquisition-11-15-17)

 

Don’t worry if you can’t attend. Register and get a link to the recording.

 

P.S. 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.

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Client Acquisition Mastery in the New World of High Regulation, Digital Advisors, and Disruptive Technology Training

Isn’t it time for a change?

True or False: Most Advisors work too many hours, for too little money, and for too many of the wrong clients?

 

The responses from the polls we ran on our last Advisor training session indicate that this is true:

  • 90% of advisors said they need or want to make more money.
  • 69% said they want to work fewer hours per week and take more REAL vacation every year.
  • 92% said they would like to have a smaller total number of clients who each pay them more.

 

Claim your spot for our FREE Training on November 15th at 9am Pacific Time / 12pm Eastern!  

(http://www.youradvisorroadmap.com/clientacquisition-11-15-17)

 

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. 

 

Most Advisors 

  • want to make more money,
  • work less,
  • and have more of the “right” clients.

 

If you have a desire to be even better in any or all of these areas, join Bill Bachrach when he shares a Client Acquisition Mastery in the New World of High Regulation, Digital Advisors, and Disruptive Technology Free Training session on November 15th at 9am PT / 12pm.

 

Get Your Spot for This Training Now! (http://www.youradvisorroadmap.com/clientacquisition-11-15-17)

 

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?

 

In addition to the answers to these questions, Bill shares 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 us LIVE for this training session.

 

Claim Your Spot for The Free Training Right Now! (http://www.youradvisorroadmap.com/clientacquisition-11-15-17)

 

P.S. 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. 

 

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Success is a Choice! Success is NOT an accident. 

Success is NOT an accident! Success is a Choice!

Success is a Choice!

Success is NOT an accident. 

Watch the 4.52 minute video if you need a little inspiration today.  I found it to be very powerful and motivational.  To watch this Stephen Curry – Success is Not an Accident short video, go to

https://www.youtube.com/watch?v=RbsmMnAKeOI&feature=youtu.be

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Team Optimization: Becoming All You Can Be, Together

I frequently get questions about being an even better leader of your team. The article below by Mark Snow might give you some valuable insights.

 

I don’t use the word “team” loosely. It is entirely different than workgroup, department, or any other descriptor used for people who work next to one another. Literally or figuratively. Being part of a team connotes more than connected workflows. It’s about sharing a common mission, the selfless pursuit of goals, and the acceptance of roles that mean more to the result than they do to the individuals contributing to them.

 

That said – team harmony isn’t a given, even when well-meaning people have the right idea of “team” in mind. Conflict can (perhaps even should) occur. Each team is a unique mix. The dynamics created based on the predisposition and behaviors of the team-members can cause rifts, or worse. But with an individual sense of self-awareness – and an awareness of others on the team – every team can transcend the sum of its parts to reach heights no workgroup or department could ever hope to reach.

 

Here is a 4 Step-Starter Kit for Team Optimization

 

Step One: Gain an Understanding – Each team member is motivated, positively or negatively, by the undercurrent of the team behavior. But success begins from within. When each team member has a greater understanding of their own proclivities and preferences; how quickly they prefer to make decisions, the depth of their personal connection to other team members, their likely reactions to common team stress – and combine that with a similar knowledge of their team members – the sooner they will know when to push, when to hold back, and when to engage.

 

Step Two: Coming to Consensus – Most teams work with a nebulous mission and vision. Those are words commonly relegated to executive planning sessions, but they mean just as much to teams as they do to the organization as a whole. Teams that truly share a common mission go to bat for one another. They move towards goals with the same non-negotiable measures and behaviors in mind. When team members value different ideals, and act on them, the team acts like a ship with no rudder – sliding aimlessly from one to another. By committing to a team mission, you agree to make team decisions not only with the same long-term target in mind, but the same path as well.

 

Step Three: Avoiding the Negative – As I mentioned, teams will have conflict. But teams that adamantly avoid specific negative traits and behaviors have a huge advantage. By determining the negative traits to be avoided, for example; Being Pushy, or Indecisive, or Reactive, you can then determine what behaviors would constitute an infraction. Again, an example: A behavior of being Reactive may be to re-prioritize a critical long-term project several times in order to “put out fires”. When these behaviors are properly identified you will have a graphable measure, literally, of how often they are happening. If you could remove the most harmful commonly repeated team infractions, how much productivity do you think that may add?

 

Step Four: Becoming Personally Accountable – Now the hard part. Each team member should take time to think of the first three steps as they pertain to themselves, and document their own personal impact. It is always easier to advise others than it is to make changes in yourself, but if you are to become an optimal team there are 4 questions to openly answer.

 

If we are to become a great team:

  1. What am I not currently doing, that I need to begin doing right away?
  2. What do I need to stop doing today?
  3. What do I do well that I need to assert and leverage more often?
  4. What could benefit the team if I did less of?

 

For 15-years, Mark Snow has worked with hundreds of leading organizations on a variety of performance improvement initiatives specializing in the areas of leadership impact, strategic performance interventions, instructional design for classroom delivery, and defining success metrics to ensure alignment to business needs.

 

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Referral / Prospect Tracking Spreadsheet – SAMPLE – Free Download to Help You Keep Track of Potential Business

In my work with business professionals, I find that they often say to me that they have prospects that they haven’t followed up with (for whatever reason), or they lost track of some of the referrals people gave them. First of all, it’s hard to believe that someone wouldn’t have a process for tracking their referrals/prospects because that is potential revenue – but apparently this happens and probably more than it should. So, I came up with a simple tracking spreadsheet to help my clients better know who they have in their pool of prospects so they know where they are at in their pipeline, and they don’t lose anyone (or drown them) on the way.

 

Below are some stats which you may find very interesting about following up with prospects/referrals. I’m curious what you think about these percentages.

  • 48% of Sales People Never follow up with a Prospect
  • 25% of Sales People Make a Second Contact and Stop
  • 12% of Sales People Only Make Three Contacts and Stop
  • Only 10% of Sales People Make More Than Three Contacts
  • 2% of Sales are made on the First Contact
  • 3% of Sales are made on the Second Contact
  • 5% of Sales are made on the Third Contact
  • 10% of Sales are made on the Fourth Contac
  • 80% of Sales are made on the fifth to the Twelfth Contact  

Source: National Sales Executive Associates

 

To download my complimentary referral tracking spreadsheet to help you increase your revenue, go to http://www.accountabilitycoach.com/referral-tracking-workbook/

 

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Check out the Lead Generation Summit – Bill Bachrach conducting a session!

If you aren’t currently generating enough leads in your business, a resource you should check out is the upcoming Lead Generation Summit, taking place on November 6-10th. Bill Bachrach has arranged a free pass for you to attend and the Summit is virtual, so you can attend from anywhere.

 

The Lead Generation Summit is a compilation of lead generation experts who will be presenting strategies to generate more leads and grow your business in a variety of ways.

 

Bill will be presenting the 7 Critical Conversations for Building a 7-Figure Business, where you’ll explore: 

• How to most effectively acquire new clients 

• A repeatable process that motivates clients to have all of their business with you 

• How to break out of the everyday “trap” that is not successfully serving you 

• The skills needed to turn prospects into clients

 

Look through the lineup of speakers and topics and sign up to attend. Make sure to mention Bill Bachrach referred you when you sign up in order to get your FREE access.

 

Register now at http://leadgenerationsummit.com/?inf_contact_key=ef2937342273398a253b8f3d78fd4c9f3c718a431e9a2cbe7c892ad4fa4defa7

 

After you have a lead, the next step is to create a strong emotional connection between you and your prospective clients which will create the most important aspect of any relationship, TRUST.

 

If you can facilitate a meaningful experience that will get your existing and prospective clients discovering what’s truly important to them, you can move the needle on their “trust dial” in the right direction so they’ll want to hire you, implement all of your advice, and decide to do all of their business with you.

 

The way to do that is through Values-Based Financial Planning™.

 

Register now to grab your FREE seat for the Lead Generation Summit on November 6-10th. Bill is looking forward to having you join him. (http://leadgenerationsummit.com/?inf_contact_key=ef2937342273398a253b8f3d78fd4c9f3c718a431e9a2cbe7c892ad4fa4defa7)

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