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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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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5 Keys to Being an Effective Delegator

This illustration is a photo capture that describe one leader with his team.Delegation is one of the many keys to success, but it is, surprisingly, one of the weakest points for many leaders. Believe it or not, there are A LOT of leaders in small business who do not know how to delegate effectively. There can be a number of reasons for having difficulty in the delegation department, most of them related to the inability of the leader to relinquish control. A lot of leaders want to be in control of everything, but don’t realize that this mentality can sap time and energy that could better be spent moving them to the next level of success.

 

If a leader fails to realize this, then they could very well use up all of their valuable time performing tasks that COULD be done by someone else. Since they are using their time on these things, the leader will usually suffer from an inability to grow, and will often feel pressured. They can also feel like nobody understands what is wanted or needed, and can begin to feel very alone in a professional sense.

 

“Surround yourself with the best people you can find, delegate authority, and don’t interfere as long as the policy you’ve decided upon is being carried out.” -Ronald Reagan

 

Key #1… Understand What It Means To Delegate

Delegating a job to someone underneath you is not always easy, especially at first… but it is an essential part of growth, and you will likely find that you will be unable to move forward with any kind of speed if you do not have what it takes to turn a project over to someone else. Having said this, it is important that you do not simply delegate to delegate. This decision must be made with great care and professionalism.

 

Delegating to the wrong person could be a catastrophe! However, if you do have the option to hand the project to someone below you who is capable of seeing it through to the end, then you will have the opportunity to TRULY realize how much power there is in the ability to pass things off to trusted employees or colleagues. This is what delegation is. You are giving something very important to someone who you trust, so that they can finish it for you. It is really that simple. You need to be able to communicate the needs of the project, as well as your need to be informed when certain milestones are reached.

 

Delegation, if executed correctly, can free you up to do the things that you have to do. Being able to step away from projects that could hold you back is a huge bonus! Just remember, however, that great care must be taken to ensure that you are choosing the right person for the job! Successful entrepreneurs are GREAT delegators.

“Managers help people to see themselves as they are.

Leaders help people to see themselves better than they are.”

–Jim Rohn

 

Key #2… Surround Yourself with People You Can Trust

If you can’t trust anyone beneath you, then you are just going to cause more problems for yourself in the long run by attempting to put them in charge of anything. This is why it is SO important to have good, reliable people around you. Delegating relies upon the existence of responsible individuals who you can believe in and turn to in order to get things done quickly and efficiently.

 

Key #3… Don’t Micromanage

Staying informed and on top of the situation is one thing… but micromanaging is something else. Never try to micromanage a project that you have given to someone else. This will just interfere with workflow, and will also cause your subordinate to feel like they are not trusted or appreciated. If you cannot trust them to do the job, then don’t delegate to them. If you CAN trust them, then do yourself a favor and let them have the authority do their best for you.

 

Key #4… Learn To Let Go If There Is Nothing To Worry About

Delegating can be difficult for people who are always used to being in control. If you have good people underneath you whom you can trust, then try your best not to worry about the projects that you delegate out. Of course, if you feel that you need an update on the project, then get one… but if you truly believe that your assistance is not needed, then try to relax and just let your subordinates do their job. It can be difficult, but in the long run it will be good for you to get comfortable with delegation as you climb the next ladder of success!

 

Key #5… Reward Subordinates for A Job Well Done

If you have delegated a job to a subordinate and have returned to find it done and done well, do not hesitate to offer due praise. This will help to build your employee’s confidence, and will also strengthen their desire to do a good job for you. Being positive and thankful will encourage them to continue to do their best, which is EXACTLY what you want!

 

What Can You Do?

Go through each of these keys, and figure out how they might apply to you in your situation. Since you are probably already successful, you might already know more than a thing or two about delegation… but remember that you can never learn too much! More knowledge can lead to better ways of doing things, which will, in turn, lead to increased sales, happier employees, and better profits in the long run!

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