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


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. (

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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:


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

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6 Tips for Getting More Clients Without Working Harder Complimentary Web Class

Being a Financial Professional, it is unfathomable that you would be happy with moderate success. Some business people tend to relax once they have earned a certain amount of money. Having spent so much time and effort getting your business to this level, why not take it all the way to the top?


Obviously, it is not easy to take a business to the top or there would be a lot more people already there. With the intense cutthroat competition in virtually every industry, making your mark is difficult. Yet, if you know what it takes, you can work towards this.


When you attend this high-content web class, you will discover specific business success principles that help get more clients and get more done without working harder, and you will discover results-producing strategies that will help you to:

  • Increase your income
  • Achieve more of your goals
  • Improve work / life balance
  • Get back on track and stay on track
  • Set yourself up for Greater Success


During this high-value web class I will share lessons from coaching Business Professionals and Advisors who make middle six-figure to seven-figure incomes.


Web Class Date: Aug. 30, 2017 Time: 1:00pm ET / 12:00pm CT / 11:00am MT / 10:00am PT


Register today: 


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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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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Check out the LIVE broadcast from San Diego, August 16th!!

On August 16th-18th we are kicking off the next Client Acquisition Mastery Workshop in San Diego.


Although attendees of the workshop will be immersed in training and practice to build their skills and confidence for 3 full days, you have a unique opportunity to watch a LIVE video broadcast of Bill Bachrach’s opening Keynote presentation, “The Art of Building High-Trust Client Relationships.”  


Click the link below to register for the live broadcast


When: August 16th at 8am PDT / 11am EDT


Join us for this LIVE online broadcast and discover:


– How to create a strong emotional connection between you and your existing / prospective clients which will create the most important aspect of any relationship, TRUST.

– How to facilitate a meaningful experience that will get your existing and prospective clients discovering what’s truly important to them which will move the needle on their trust dial in the right direction.

– How to get a ‘Pre-Commitment’ from your prospective clients during an initial client interview by aligning your services and value with what’s most important to them.

– The #1 most common pitfall that most financial advisors do when meeting with prospective clients that shatters trust and puts you in the box, ‘…just like every other financial advisor we’ve met with.’

– Watch and learn the most effective process in the world for financial advisors to build trust quickly so you’re not only different than every other advisor, you’re better!

– Watch as I demonstrate LIVE a simple, yet powerful Values Conversation that could exponentially grow your business.


Click the link below to register for the live broadcast – August 16th at 8am PDT / 11am EDT


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:


Click the link below right now to register for the live broadcast


Register now and join us on August 16th live at 8am PDT from the Client Acquisition Mastery Workshop.


Bill is looking forward to having you join him LIVE on Wednesday!!

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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:



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The Productivity Technique All Business Owners Should Master: Sleep

Benefits of Sleep

As a business owner, stress is unavoidable and sleep can be too. The two go hand in hand, and unfortunately the need to attend to your business supersedes a good night’s rest.  But should it?  Scheduling rest time for you is just as important as your business succeeding, and here is why:


The Benefits of Sleep

Receiving at least 8 hours of restful, uneventful sleep is recommended by sleep experts. The National Sleep Foundation suggests that adults 18 to 64 get anywhere from 7 to 9 hours every night. Adults ages 65 and older require 7 to 8 hours each night.  Rest allows our systems to take a break, and our minds too.  Every day all day we are thinking, learning, moving, exercising, and stressed, and 7 to 9 hours of rest each night allows for our systems to repair themselves as well as recuperate.  Plowing through your sleeping time can have negative effects.  You may not look well or feel well without enough rest.


Stress can be unavoidable at times. Stress and anxiety feed off each other and can increase our blood pressure and heart rates, often for much too long, especially if problems arise that need to be dealt with instead of going to sleep.  Our organs and systems need a break; a time to relax and not work so hard.  Sleep allows them this precious time to recover and gain strength which can help your body resist sickness and health issues.


Small business owners also need mental power. As the boss and CEO of your own business, it is up to you to solve the issues and make your business successful which is hard to do without letting your brain take a rest too.  Sleeping the suggested 7 to 9 hours each night improves cognitive abilities such as learning and retaining information.  When we are tired, many of us feel “fuzzy-brained,” a state in which it is hard to think or problem solve.  Rest lets our minds recover too and improves our thinking abilities so that you can accomplish more the next day.


How to Accomplish Sleep for a Business Owner

Setting a sleep schedule is one of the most beneficial things you can do for you and your business. Irregular sleep patterns can wreak havoc on our thinking abilities and our health. Stick to a consistent schedule each evening for the maximum benefits.  Choosing a bedtime and a wake-up time will help your body and mind regulate and adjust to the schedule, allowing you to fall asleep and stay asleep for a good rest.


If you do need to set a sleep schedule, avoid jumping into it. It is best to make the changes in small increments or else you won’t be able to fall or stay asleep because your body has not yet adapted to the sudden change in sleeping patterns.


Create the perfect sleeping environment. Dim lights, no T.V, tablets, or smartphones, soft music, and a fan are excellent elements to incorporate into your snooze room.  You want your bedroom to be a place to sleep and rest, so avoid conduct business or using computers or other electronics that might stimulate your senses and keep you awake all night.


Productivity Relies on Sleep

The correct amount of rest gives us more energy, mental stimulation, health recovery and immune strength and helps us to feel good and look good. Without sleep, your mental capacity will waver, and as small business owners we need to be ready and capable to tackle issues, information, and mistakes so we can be successful and operate a successful organization.


© Sarah Jones is the Editor of Feeling the repercussions of being an irregular sleeper, she decided to do something about it. She learned why sleep is so important and how to optimize it, and is now helping others who are struggling to find their right sleep routine.

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When you decrease your excuses, you will increase your results.  Duh!


  • How many times a day are you making excuses for not doing your highest payoff activities?
  • How often are you making excuses for choosing to do something with your time that isn’t the best use of your time to move you forward?
  • What excuse are you telling yourself for not doing the business development / revenue generation activities that you know you need to do so you can be even more successful?
  • What excuse are you making for not delegating activities that someone else can do so you are doing only those activities that you can do?
  • What excuse do you need to stop giving yourself so you can more quickly achieve your goals?
  • What excuse are you telling yourself to not terminate a staff member who isn’t performing to your expectations?
  • What excuses are you going to stop telling yourself so you can enjoy the kind of business and life you truly want to have?


I’m curious to know what your biggest excuse is that you are going to no longer accept so you can increase your results.  Feel free to share that with me.


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The Key to Getting More and Better Clients in Any Economy – Web Class with Bill Bachrach

Do words matter?  Only 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.


Yes, the words do matter!  They 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.


This is another what-to-do and how-to-do-it web class where Bill Bachrach will teach you actionable ideas about what to say and what NOT to say in order to attract and retain the clients you really want.


Register today by going to:


Bill Bachrach is one of the most recognized “names” in the Financial Services industry and was named “one of the four most influential people in the Financial Services industry” by Financial Planning Magazine.  As the “father” of the Values-Based Financial Planning™ philosophy and the Trusted Advisor concept, Bill’s work has had a profound impact on how Financial Professionals conduct business, and he has stood at the forefront of the movement to transform the Financial Services industry into a true profession.

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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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