Check out Michael Kitces’ 241st episode of the Financial Advisor Success Podcast with Bill Bachrach, by going to https://www.kitces.com/blog/bill-bachrach-values-based-financial-planning-script-advisor-roadmap/. Be certain to listen to the end, where Bill shares his recommendations for helping prospects more concretely identify and define their goals, with not just the name, target date, and cost, but also the emotionally compelling words… Read More
Would you like to add $30 – $50k of additional revenue in the next 90 days?
That is not a joke or hyperbole! Advisors who implement Bill Bachrach’s Values-Based Financial Planning process found within the AdvisorRoadmap™ Virtual Training Platform consistently add an additional $30 – $50k of revenue within the first 90 days. What type of impact would that have on your life? Read that again and pause for… Read More
Isn’t it time to accelerate your results to create the kind of business you want?
Trust has been, and always will be, the single most important thing that must happen for two people to do business together, especially when it comes to money. Simply put, TRUST is the single most important thing that determines a person’s success as a financial professional, and it just so happens that Bill Bachrach’s expertise… Read More
Annual Recurring Revenue Exercise – SAMPLE – Free Download
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. In working with my clients over the years, I originally found that most of them had… Read More
One Easy Way to Differentiate Yourself from Other Advisors
Did you know that printed newsletters: Have a higher perceived value and are better remembered and referred to later? Give peace of mind that valuable information will reach readers without worrying about spam filters or accidental deletions? Encourage readers to connect to your message at a deeper, more emotional level? Impress clients and you become… Read More
Wouldn’t it be great to have more of your best clients?
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. In working with my clients over the years, I originally found that most of them had… Read More
