• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • 858-456-0160
  • Member Login
  • Contact Us
The Accountability Coach

The Accountability Coach

Aim For What You Want!

  • Welcome!
  • My Podcasts
  • Business Success Resources
    • Business Success Tips and Resources Blog
    • Free Webinars
    • Free Articles
    • Coaching Options
      • One-on-One Accountability Coaching
      • Establish a Peer Coaching Team
      • Group Coaching
      • Hold Yourself Accountable
  • Success Store
    • Business Success Store
    • Join The Free Silver Membership
    • Audio Learning To Take With You
    • Books Store for Even Greater Success
    • Affiliates
  • Success Stories
  • About Us
    • Speakers & Trainers
    • Bill Bachrach, CSP, CPAE
    • Anne Bachrach

Discover What is Truly Important to Your High Net-Worth Clients and Keep Them from Leaving

May 1, 2019 by Anne Bachrach Leave a Comment

As a Financial Advisor, one of the 7 Critical Conversations for building a 7-figure business is The Values Conversation.
What this short video where Tony and Sue (high net worth clients) talk about their experience with Bill Bachrach’s The Values Conversation™, and the fact that the Advisor they have been working with for 40 years doesn’t know what is important to them (their core values).

Unfortunately, many Advisors don’t know what’s really important to their clients, so when another Advisor comes along and asks them meaningful questions, they can more easily be stolen (or rescued) from that long-time Advisor and move all their money to a new Advisor.
Discover how to quickly have even more meaningful conversations with your clients with The AdvisorRoadmap™ Virtual Training Platform. You will find everything you want to know about Client Acquisition, Client Service, Leadership, and Time Management on this high-content and high-value platform. It is available 24/7 on your computer, laptop, tablet, and mobile phone for a fraction of the value of just one decent client. Discover more by going to www.youradvisorroadmap.com/.

Filed Under: Blog Post, Business Success Principle, Communication, Effective and Efficient Behavior, High Pay-off Activities, Video Tagged With: Bill Bachrach training, client acquisition, financial advisor, High Net Worth Client Conversation

Reader Interactions

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Primary Sidebar

SUBSCRIBE TO BLOG

Enter your email address to subscribe to my blog for business success tips and resources.

Testimonials

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

Footer

Get In Touch

Loading

Contact Us

PHONE
858-456-0160

EMAIL
anne@accountabilitycoach.com

MEMBER LOGIN

Stay Connected

  • Facebook
  • Instagram
  • LinkedIn
  • Pinterest
  • Twitter
  • YouTube

Copyright © 2023 · A.M. Enterprises · Anne Bachrach · The Accountability Coach™ • All Rights Reserved

Download The Guide to Stopping Procrastination Now!

Mind over matter, right? Sometimes, that’s easier said than done. When we’re faced with a laundry list of to-dos and with not enough time in the day, it can be easier to distract ourselves and push things off to the next day. And when more items get added to our list, it becomes overwhelming, and we continue to procrastinate even more. A vicious cycle, but one that can be overcome. That’s the good news!

Click Here to Get Your Free Copy!