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How to get your Ideal Clients without sounding like every other Financial Advisor

November 1, 2018 by Anne Bachrach Leave a Comment

If you want clients to trust you, hire you, move all their money to you, implement the advice from your planning process, keep working with you in any market or economic conditions, and introduce you to everyone they know… you need to have strong communication skills.
Words matter a lot. What you say, how you say it, and when you say it can make all the difference in the world to your success or failure.
If you’d like to learn exactly what to say and what NOT to say in order to attract and retain the clients you really want, you’re invited to attend a free webinar training with Bill Bachrach on November 8 at 11:00am PT / 2:00pm ET.
When you learn to speak the language of trust you can create relationships where people trust you enough to do business with you in a fairly short period of time.
Everyone has an imaginary “trust dial” embedded in their subconscious mind. Everything you say and do moves the needle on their trust dial in one direction or the other.
What moves the trust dial most effectively is an emotional connection that comes from understanding who people are and what’s truly important to them.
Join us for this free webinar and learn how to speak the language of trust so you can move the needle “trust dial” in the right direction, on-purpose. As a result, your clients will get more value and you will generate more revenue from planning fees, advice fees, AUM, and insurance and annuity business.
Register right now by going to https://www.youradvisorroadmap.com/anne-webinar/

Filed Under: Blog Post, Business Success Principle, Communication, Webinar Tagged With: Bill Bachrach training, Financial Advisor Training

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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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