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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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

http://www.youradvisorroadmap.com/livestream?inf_contact_key=ff2d9335517c546fa4fa38159f12539900256e63a5e6e69fbcde9397acff47c3

 

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

http://www.youradvisorroadmap.com/livestream?inf_contact_key=ff2d9335517c546fa4fa38159f12539900256e63a5e6e69fbcde9397acff47c3

 

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

http://www.youradvisorroadmap.com/livestream?inf_contact_key=ff2d9335517c546fa4fa38159f12539900256e63a5e6e69fbcde9397acff47c3

 

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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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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Work Habits of the Most Successful Advisors Web Class

To watch the full training session of the Work Habits of the Most Successful Advisors, go to: http://www.youradvisorroadmap.com/workhabitsreplay?inf_contact_key=ab4dae43cfca54b2174f71e33a7c24117fe15c4633297e448c54002bb6d6bb15

 

In this high-content, what-to-do and how-to-do-it web class, Bill Bachrach will dive deep into the specifics of the activities that drive success and those that create predictable failure.

 

It’s not personality or luck or genetic predispositions that determine your success or failure as a Financial Advisor. It’s consistently doing certain things in a certain way that produces certain results.

 

This web class will cover 4 key elements: 

– Client Service work habits 

– Client Acquisition work habits 

– Leadership work habits 

– Time Management work habits

 

You will walk away from this training with total clarity about what to do to be highly successful and what NOT to do that, if you continue doing it, will trap you in the quagmire of mediocrity where most non-failures in this business spend their entire careers. (Sad, but true, that most advisors who don’t fail are not really succeeding either. Not failing is not the same as succeeding. Don’t settle for being average!) 

 

Enjoy the training and implement what you learned for even greater success. 

 

Check out this web class at:

http://www.youradvisorroadmap.com/workhabitsreplay?inf_contact_key=ab4dae43cfca54b2174f71e33a7c24117fe15c4633297e448c54002bb6d6bb15

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Strategies to Increase Your Productivity and Your Income! Web Class Replay Now Available

-Do you want to make more money? 

-Do you want more clients?

-Would you like to be even more productive so you have more time to do what you want to do?

-How would having better work life balance impact your professional and personal life?

 

There are only 168 hours in a week. We all have the same finite amount of time to work with. It is how you choose to use your 168 hours to achieve your goals is the key to your success.  Watch this high-value webinar and discover how to consistently focus on your highest payoff activities that put you in the highest probability position to achieve your goals and within the time frame you desire.

 

By applying these action-able, results-producing strategies you can:

– Increase Your Income

– Get More Done in Less time so You Are More Productive

– Achieve More of Your Goals

– Be Even More Focused on the Activities that Produce the Biggest Results

– Better Organize Your Time and Your Life

 

As a result of watching this content-oriented web class, you will discover

– How to Better Focus on your High Payoff Activities and What You Can Control

– How to Create and Execute a Simple and Effective Calendaring System

– How to Formulate a Game Plan for Maximum Productivity

– How to Create and Implement an Ideal Model Work Week for Goal Achievement and Success

 

What got you to where you are today probably isn’t going to be what takes you to where you ultimately want to go. Those thoughts, actions, activities have to change to move you even closer to your future goals. Begin today by watching this high-value web class at http://www.accountabilitycoach.com/iwebx-request-free-resources/. You will also gain access to many complimentary tools to help you be even more successful.

 

 

 

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Work Habits of the Most Successful and Trusted Financial Advisors Web Class

You’ve heard the saying that successful advisors do what unsuccessful advisors are unwilling to do. What exactly are those things that the successful advisors do? And what exactly are those things that unsuccessful advisors do?

 

In this high-content, what-to-do and how-to-do-it web class, Bill Bachrach will dive deep into the specifics of the activities that drive success and those that create predictable failure.

 

It’s not personality or luck or genetic predispositions that determine your success or failure as a Financial Advisor. It’s consistently doing certain things in a certain way that produces certain results.

 

This web class will cover 4 key elements:

– Client Service work habits

– Client Acquisition work habits

– Leadership work habits

– Time Management work habits

 

You will walk away from this webinar with total clarity about what to do to be highly successful and what NOT to do that, if you continue doing it, will trap you in the quagmire of mediocrity where most non-failures in this business spend their entire careers. (Sad, but true, that most advisors who don’t fail are not really succeeding either. Not failing is not the same as succeeding. Don’t settle for being average!)

 

Register today by going to: http://insurancewebx.com/the-work-habits-of-the-most-successful-and-trusted-financial-advisors/

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Could your team be even better at their job? Support Team Performance Assessment – SAMPLE

InfoGraphic-Support_Team_Assessment-Download-SampleUtilize this simple and effective performance assessment for every member of your team. Customize it for each person on your team. To download your complimentary performance assessment so you can customize it for your team members, go to: http://www.accountabilitycoach.com/support-team-member-progress-assessment/

 

Many simple and effective resources get created when I’m coaching people.  An issue or situation comes up and I create a resource tool to help them get an even better result.  In today’s example, the business owner wanted to better hold his support team accountable so I created a performance assessment tool.  This enhances regular communication with each team member about their specific performance of what they are responsible for.  It lets the team member feel good about their progress and it helps the business owner feel more confident about what is being done and at what level of performance.  You will benefit from utilizing this simple and effective performance assessment for every member of your team. Customize it for each person on your team. Schedule a meeting every 90 days to review progress in each area you are measuring.

 

To download your complimentary performance assessment so you can customize it for your team members, go to: http://www.accountabilitycoach.com/support-team-member-progress-assessment/

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Claim Your 75% off Savings Today and Get Your Holiday Shopping for Everyone Done

With the holidays coming up…

Now’s a great time to be asking yourself, “Who in my life would benefit from business acceleration gifts (clients, prospects, associates, friends, etc.)?”

Think of your top 10 prospects, clients, associates, and friends, and write their names down right now.

Congratulations!

You’ve just solved the hardest part of the holidays—finding the right gift for some of the people in your life.

And with our “75% off special” (Yes, I said 75% off) Black Friday, Small Business Saturday, and Cyber Monday (all wrapped into one), you can now cross those people off your list. Yeah!

And now, don’t you deserve something for yourself??!?

book-noexcuses-cd-guidebook-theaccountabilitycoachbook-worklifebalanceemergencykit-bookcoverlove_aqua

Remember to take the time to treat yourself also…. and take the tax write off for all these gifts. Almost everything in the store is 75% off so take advantage of these big savings today!

Save Big on Nov. 24-29!

Enter Code SHOPSMALL at checkout to claim your savings!

Special Offer! Act Now!

Enter Code “SHOPSMALL” on checkout.

Have a fantastic holiday season!

Let me know how else I can be of service to you in the achievement of your goals so you can enjoy the kind of business and life you want and deserve.

 

Aim High,

Anne Bachrach

The Accountability Pit-Bull™

http://www.accountabilitycoach.com/

PathsLogobook-livewithnoregrets-cover

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You Deserve It….

With the holidays coming up…

 

Now’s a great time to be asking yourself, “Who in my life would benefit from business acceleration gifts (clients, prospects, associates, friends, etc.)?”

 

Think of your top 10 prospects, clients, associates, and friends, and write their names down right now.

 

Congratulations!

 

You’ve just solved the hardest part of the holidays—finding the right gift for some of the people in your life.

 

And with our “75% off special” (Yes, I said 75% off) Black Friday, Small Business Saturday, and Cyber Monday (all wrapped into one), you can now cross those people off your list. Yeah!

 

And now, don’t you deserve something for yourself??!?

 

book-noexcuses-cd-guidebook-theaccountabilitycoachbook-worklifebalanceemergencykit-bookcoverlove_aqua

Remember to take the time to treat yourself also…. and take the tax write off for all these gifts. Almost everything in the store is 75% off so take advantage of these big savings today!

Save Big on Nov. 24-29!

Enter Code SHOPSMALL at checkout to claim your savings!

 

Special Offer! Act Now!

Enter Code “SHOPSMALL” on checkout.

 

Have a fantastic holiday season!

 

Let me know how else I can be of service to you in the achievement of your goals so you can enjoy the kind of business and life you want and deserve.

 

Aim High,

Anne Bachrach

The Accountability Pit-Bull™

http://www.accountabilitycoach.com/

PathsLogobook-livewithnoregrets-cover

 

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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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