How is THAT possible?

How is it possible that smack in the middle of a booming economy and a raging stock market that 93% of the advisors we recently surveyed said they want, or NEED, to make more money?

 

Wouldn’t you think that of all problems you could have right now, money would NOT be one of them?

 

Here are few key questions to consider as you prepare for 2018:

 

  1. If you exclude asset growth, would your revenue in 2017 have grown, shrunk or stayed the same?
  2. What would the consequences be for your business and your personal life if, or when, the market corrects 10 – 20%?
  3. How many new clients did you sign in 2017? Are you happy with that number?
  4. How recently did you sign your last new client? More than a month ago?
  5. How many IDEAL Clients did you sign in 2017? When was the last one?

 

If you are anything other than ecstatic with your answers to all of these questions, what you need for 2018 is a better plan. A good place to start is to register right now for Bill Bachrach’s Dec. 14 “How to Make 2018 Your Best Year Ever” web class by going to http://insurancewebx.com/tips-to-make-2018-your-best-year-ever.

 

If you’re not crushing it in this environment… what are you going to do if when it turns bad or returns to “normal?”

Share This Post

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.

Share This Post

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.

 

Share This Post

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.

 

Share This Post

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.

Share This Post

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. 

 

Share This Post

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)

Share This Post

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: http://www.youradvisorroadmap.com/broadcast?inf_contact_key=ad495fb2c793632bdb9044d9ac36f12d8522f1d408901d511d76b69b0b5c5bbd

 

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 http://www.youradvisorroadmap.com/broadcast?inf_contact_key=ad495fb2c793632bdb9044d9ac36f12d8522f1d408901d511d76b69b0b5c5bbd

Share This Post

“The Singularity” – How Will This Affect You and Your Clients’ Futures?

The single most important thing that will impact YOU and your clients’ futures is The Singularity.

 

When you watch this web class, Bill Bachrach will uncover 3 truths: 

 

  1. Why the concept of The Singularity is important for you to understand so you and your clients are completely prepared for the future.
  2. The challenges the entire financial services industry faces and how to overcome them.
  3. How you can create a business that’s agile, adaptable, and flexible enough to generate more business revenue now AND in the next 10-20 years.

 

What is The Singularity and why does it matter to your clients?

 

  • The Singularity is loosely defined as artificial intelligence exceeding human intellectual capacity and control due to accelerating progress in technologies. This will radically change civilization in an event called “the singularity,” where events may become unpredictable, unfavorable, or even unfathomable.
  • The future your clients are preparing for will likely be very different than the plan they create with you. An example would be they are unlikely to die when they think they are; therefore, all of the projections for how much money they need are wrong. Way wrong….

 

Watch the replay now by going to http://www.youradvisorroadmap.com/singularity?utm_medium=email&utm_campaign=arvt&utm_source=email&utm_content=09-29-17&utm_term=09-29-17&Id=299267&Email=anne@billbachrach.com&inf_contact_key=011051fb27b1b18f007900d8bbb2ed8eb4aaf1d655555f257c97b75770b08155
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.

 

It’s a great time to be a financial professional!

Share This Post

6 Tips for Getting More Clients Without Working Harder – Web Class Replay

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 watch 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 shared lessons from coaching Business Professionals and Advisors who make middle six-figure to seven-figure incomes.

 

Get the complimentary web class replay at: http://www.accountabilitycoach.com/iwebx-request-free-resources/

 

To gain access to even more high-content free webinars, go to http://www.accountabilitycoach.com/free-articles/free-webinars/

Share This Post

Next Page »