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The Accountability Coach

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Discover The 7 Critical Conversations for Quickly Building a 7-Figure Financial Advice Business

December 19, 2016 by Anne Bachrach Leave a Comment

Logo-AdvisorRoadmapVT-DiagramYou can’t stop the DOL Fiduciary Standard but you can discover and easily implement The AdvisorRoadmap™ Virtual Training proven processes to help you be DOL applicable by April 10.
 
AdvisorRoadmap™ Virtual Training for Financial Advisors is a web-based, virtual training platform unlike anything in the industry. This state-of-the-art platform will help you maximize
– your client value proposition,
– exponentially grow your business,
– master client acquisition, and
– be DOL compliant.
 

“I built my $1.5M fee-based business by implementing this powerful repeatable process. I wish I had this process from my first day in the business!”

– Sybil P.

 
The training utilizes Adult Learning Theory which helps to accelerate learning, retention, and results. This unique training platform takes most of what Bill Bachrach has been teaching Advisors for the past 25+ years and condenses it down so you receive proven processes and skills (via interactive training courses, videos, scripts, interviews, demonstrations, and live webinars with Bill, and more) in 4 main areas:

  1. Client Acquisition
  2. Client Service
  3. Leadership
  4. Time / Priority Management

 
Take advantage of this great opportunity to create your competitive business advantage and exponentially grow your business by applying The AdvisorRoadmap™ virtual training proven processes so you can easily surf any and all of the big DOL waves that might come your way. April 10 DOL Applicability isn’t that far away…Get started today by going to https://www.billbachrach.com/advisor-roadmap/
 
Call 619-255-4888 or email BillBachrach@billbachrach.com today!!
 

“The scripts are brilliant. So many times you’re talking to somebody or put in a situation where you’re just winging it. That’s not ideal for them and it’s not ideal for you.” –Todd B.

Filed Under: Blog Post, Business Success Principle, Communication, Effective and Efficient Behavior, High Pay-off Activities, Ideal Clients, Leadership, Learning Resource, Productivity Tagged With: Bill Bachrach, Client Acquisition Mastery for Financial Advisors, Financial Advisor Competitive Advantage, Financial Advisor Exponentially Grow Your Business, Financial Advisor Virtual Training, Leverage DOL Rule to Grow Your Business

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I’ve sometimes thought of myself as not coachable – fits & starts on progress – but when I looked at where I’ve come, I can tell it works. This year, I’ve experienced over 50% growth – and with that growth came some confidence… confidence to finally go after what I know I should have done – we’ve added a flat-fee-only option to our offerings, and that’s ALL I’ll be targeting for 2014 and beyond. With that under our belts, I can foresee another 50% growth year for each of the next 2 years!

Louis Leyes, Trusted Wealth Advisors, LLP

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