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
Your Holiday Special Has Come Early! Check it out before it’s gone!
Who doesn’t like a really big sale? I sure don’t know anyone. Jump on this sale before Nov. 13 and SAVE BIG. Take advantage of this BIG discount opportunity and give these high-value books to your clients, prospects, business associates, employees, peers, family, friends, and anyone you think would benefit. When you give a book… 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
Referral / Prospect Tracking Spreadsheet – SAMPLE – Free Download – Great Way to Track Your Opportunities!
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
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
Advisor Roadmap Virtual Training Platform – Check it out!!!
My husband, Bill Bachrach, just went LIVE with his powerful Advisor Roadmap Virtual Training Platform. You can join the Advisor Roadmap community, for only 100/month and you get access to videos, audios, scripts, high value-market relevant articles, webinars with Bill, and so much more that will help you get more great clients. Check it out!… Read More