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 growing your business more than ever. What you’ll learn by attending… Read More
Is Your Business Really Focused on Client Satisfaction?
Is your Business Really Client-Centered? There are many factors that go into building a successful business. However, one of the most important, yet one of the most ignored, is focusing on creating client satisfaction. Create a client-centered business and you’ll ensure that your business gets only rave reviews, while setting it up for success. Client… Read More
Leverage the New DOL Fiduciary Standard Rule as a Springboard to Exponentially Grow Your Business With Ideal Clients – Web Class
Join Bill Bachrach for a complimentary how-to webinar to learn how you can not only survive but THRIVE in the new DOL Fiduciary Standard World. Register at https://insurancewebx.com/exponentially-grow-your-business-gain-ideal-clients-by-leveraging-the-new-dol-fiduciary-rule/ In the latest issue of FA Mag, Ric Edelman wrote an article where he said, “Many Advisors Won’t Survive The DOL Rule…within 10 years, half the advisors in the… Read More
The Prioritized Action List (PAL) Sample – Free Download – Much More Than a Simple Task List
To help you and your team be even more time efficient, use a Prioritized Action List (PAL). This is a list of everything you have to do so you don’t have sticky notes, pieces of scrap paper laying around, or things in your head that you are trying to remember or afraid you will… Read More
Get Your Copy! The Confident Advisor; How to Thrive in the New World of DOL Fiduciary Standard, Digital-Advisors, and the 5 Other Critical Industry Disruptions
Get your complimentary copy of the NEW “Enhanced” e-book by Bill Bachrach by going to https://www.billbachrach.com/e-book/ The Confident Advisor; How to Thrive in the New World of DOL Fiduciary Standard, Digital-Advisors, and the 5 Other Critical Industry Disruptions Bill Bachrach’s new “enhanced” eBook contains mini demonstrations, videos, audios and additional proven tools to help you… Read More
Are you an Effective Leader?
Understandably, most businesses are focused on nurturing the relationships with their clients, but running a successful business is also dependent on effective management and leadership skills. If your employees aren’t functioning to the best of their abilities, your business won’t be either. So, ask yourself, are you an effective team leader? Do you lead by… Read More