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Do you want more clients?

September 29, 2018 by Anne Bachrach Leave a Comment

If you do, JOIN US for a FREE, LIVE, online training session!
 
Chances are very high that your current approach to client acquisition practically guarantees that you will work too many hours, for too little money, and for too many of the wrong clients. 

Ironically, most Advisors want exactly the opposite: more money, less hours, and more of the right clients. 
1. More Money. 
2. Fewer Hours at the Office. 
3. Fewer Clients (but HIGH DOLLAR clients). 
 
If this applies to you, enroll yourself in this complimentary, LIVE training session with Bill Bachrach on October 9. 
 
In addition to getting the most clear and concise definition of “client acquisition” you’ve ever heard, in about an hour, you will discover the answers to 4 vital questions: 

1. Who should be your target client and why? 
2. Why is it easy to “steal” (rescue, as we like to call it) the best clients from established Advisors? 
3. What’s the BIG mistake that most advisors make and what to do about it? 

4. What are the keys to successful Client Acquisition, like where to find higher-net-worth prospects? 

In order to work fewer hours, acquire the RIGHT clients, and make more money, join Bill LIVE on October 9 for this training session by clicking the below button.     

Bill is looking forward to having you join him on this powerful training session to help you accelerate your 2018 results.
 
This problem will NOT fix itself.

Filed Under: Blog Post, Business Success Principle, Choices, Communication, Effective and Efficient Behavior, Productivity, Webinar Tagged With: client acquisition, Financial Advisor Training, live web training for advisors, revenue generation

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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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