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
Wouldn’t You Like to Know The Key to Getting More and Better Clients?
Check out this live web training, if you are a Financial Advisor. 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… Read More
Referral / Prospect Tracking Spreadsheet – SAMPLE – Free Download to Help You Keep Track of Potential Business
In my work with business professionals, I find that they often say to me that they have prospects that they haven’t followed up with (for whatever reason), or they lost track of some of the referrals people gave them. First of all, it’s hard to believe that someone wouldn’t have a process for tracking their… Read More
Check out the LIVE broadcast from San Diego, August 16th!!
On August 16th-18th we are kicking off the next Client Acquisition Mastery Workshop in San Diego. Although attendees of the workshop will be immersed in training and practice to build their skills and confidence for 3 full days, you have a unique opportunity to watch a LIVE video broadcast of Bill Bachrach’s opening Keynote… Read More
How to Make Business Introductions Online
Many of my clients are asking me about using email as a way of introducing me to people they know. Here is what Bill Cates, CSP, CPAE has to say on this subject. In this digital world, most of business is done online with convenience and ease. But what about referrals and introductions? Networking… Read More
Strategies to Increase Your Productivity and Your Income! Web Class
Do you want to make more money? Do you want more clients? Would you like to be even more productive so you have more time to do what you want to do? How would having better work life balance impact your professional and personal life? If you answered “YES” to any of these questions… Read More






