You’ll listen better and be listened to when you practice these 10 TIPS for effective listening from my friend, Tony: Let others tell their own stories first. By letting them speak first, you save time. When their interests are revealed you can tailor your discussion to their particular needs, goals, and objectives stop wasting time… Read More
How to Attract and Retain the Clients You Really Want
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… you need to have exceptional communication skills. Words matter a lot. What you say, how you say it, and when you… Read More
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… Read More
Master Client Acquisition in the World of the DOL Rule to Get BIGGER, BETTER, and FASTER Results Web Class
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… Read More
Could your team be even better at their job? Support Team Performance Assessment – SAMPLE
Utilize 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: /support-team-member-progress-assessment/ Many simple and effective resources get created when I’m coaching people. An issue or situation comes… Read More
Discover The 7 Critical Conversations for Quickly Building a 7-Figure Financial Advice Business
You can’t stop the DOL Fiduciary Standard but you can discover and easily implement The AdvisorRoadmap™ Virtual Training proven processes to help you be DOL applicable by April 10. AdvisorRoadmap™ Virtual Training for Financial Advisors is a web-based, virtual training platform unlike anything in the industry. This state-of-the-art platform will help you maximize – your client… Read More