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Do you want more clients?

July 21, 2018 by Anne Bachrach Leave a Comment

The responses from our recent Financial Advisor surveys indicate that this is true:

  • 93% of Advisors say they need or want to make more money.
  • 83% say they want to work fewer hours per week and take more REAL vacation every year
  • 98% say they would like to have a smaller total number of clients who each pay them more.

Is this you?
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 July 24 (https://youradvisorroadmap.lpages.co/clientacquisition-7-24-18/). 
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 July 24 for this training session by clicking the below link or going to https://youradvisorroadmap.lpages.co/clientacquisition-7-24-18/.   
Bill is looking forward to having you join him on this powerful training session to help you accelerate your results.
 
Note: When you show up on this live event, you will receive a special bonus to help you create your ideal business and life.

Filed Under: Blog Post, Business Success Principle, Communication, Productivity, Webinar Tagged With: Bill Bachrach Webinar, client acquisition, Fiduciary Standard, Financial Advisor Training, Get More Referrals, revenue generation

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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

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