Would you like to know how alternative client conversations and advice can help distinguish your client value promise from your competitors to increase client loyalty, so you can more quickly grow your business? Explore how these 3 Aspects of Alternative Advice can accelerate your results by downloading this Special Guidebook by Bill Bachrach. … Read More
The Key to Getting More and Better Clients
If you want clients to trust you, hire you, move all their money to you, implement the advice from your planning process, keep working with you in any market or economic conditions, and introduce you to everyone they know… you need to have strong communication skills. Words matter a lot. What you say, how you say… Read More
Would you like to “Wow” your clients and prospective clients?
Claim Your Financial Advisor’s Client Appreciation Event Guidebook right now. To help you enhance the experience at your Client Appreciate Events, download the high-value, complimentary Financial Advisor’s Client Appreciation Event Guidebook by going to https://www.fsspeakers.net/index.php?mode=cae_guide. Learn from our tried and true processes in event planning. Included in the guide is budgeting, site selection,… Read More
Why Financial Advice Alone Won’t Cut It
Are you sending your clients and prospective clients financial porn? In other words, are you emailing them financial advice information? If you are, I won’t judge you. But while your intentions are good, the fact is, your clients are paying you to handle their financial future—they don’t want to spend their valuable time learning something you should… Read More
Would you like to know the key to getting the clients you REALLY want?
Do you have a process for attracting the type of clients you REALLY want to be working with? If YES, could that process be even better, so you more quickly get even better results? If NO, you need one! Otherwise, you’ll get caught up in the cycle of working too many hours, for too little… Read More
Would you like to know how to get the clients you REALLY want?
Do you have a process for attracting the type of clients you REALLY want to be working with? If YES, could that process be even better so you more quickly get even better results? If NO, you need one! Otherwise, you’ll get caught up in the cycle of working too many hours, for too little… Read More