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eMoney Advisor has teamed up with renowned Financial Advisor trainer Bill Bachrach for a series of eMoney Workshops

March 17, 2015 by Anne Bachrach Leave a Comment

© Jacob Slaton PhotographyAttend a very special, high-value eMoney sponsored workshop with Bill Bachrach and you will learn 3 things:

  1. How to shift your existing client relationships to an even higher level of trust so they consolidate all of their investment business with you, take action on all of your financial planning advice, and introduce you to your future Ideal Clients.
  2. How to accelerate relationships with prospective clients so they more quickly do all of their business with you, take action on your advice, and introduce you to your future Ideal Clients.
  3. Learn the eMoney client value promise and how to effectively articulate this value promise to elevate your client value and grow your business to the next level.

The tuition for this workshop is compliments of eMoney; however, seating is limited so reservations are absolutely required. Fill out the registration form and reserve your seat today.  To register, go to https://www.billbachrach.com/emoney/.
Dates & Locations Offered:
Los Angeles – March 31st
Los Angeles Airport Marriott – 5855 West Century Blvd. Los Angeles, CA 90045
San Francisco – April 1st
The Fairmont – 950 Mason St. San Francisco, CA 94108
Dallas – April 2nd
Dallas/Addison Marriott Quorum – 14901 Dallas Parkway Dallas, TX 75254
New York – April 9th
The Roosevelt Hotel – 45 East 45th St. New York, NY 10017
Agenda:
Registration & Lunch: 12:00pm – 1:00pm
Session with Bill Bachrach: 1:00pm – 4:30pm
Get your seat now by going to https://www.billbachrach.com/emoney/

Filed Under: Blog Post, Business Success Principle, Communication, Effective and Efficient Behavior, High Pay-off Activities, It’s All About Them, Productivity, Time Management Tagged With: Bill Bachrach, business accelerator, financial advisor workshop, high trust relationships, value proposition

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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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