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Slots & Replication Exercise and Worksheet for More Quickly Adding Ideal Clients

August 4, 2017 by Anne Bachrach Leave a Comment

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Worksheet and exercise for more easily replicating your Ideal Clients.

 
Have you ever thought about buying a new car and then you see that car everywhere you look when driving around town? When we think and focus on something, it makes it easier for us to create more reality around achieving or obtaining that. 
 
Check out the “Slots and Replication” exercise and worksheet to more quickly and easily help you add more ideal clients. When you clearly articulate the attributes and character of your ideal clients, you can create and activate a system for replicating them, also known as gathering referrals. This system of asking for and getting quality referrals is the lifeblood of the successful financial services practice and the only way to reach the ultimate goal of having a full community of great clients that you serve. If you are operating your business as a Trusted Advisor, you can expect your clients to willingly, eagerly, and graciously shower you with referrals.
 
I was recently talking with an Advisor who has 22 Ideal Clients. First of all, that is awesome for him. Now all he needs to do is replicate them to get the balance of the 28 Ideal Clients he wants to add to his community so he will be in a position to just serve those 50 Ideal Clients. We walked through how he can easily and quickly get referrals from his 22 Ideal Clients that would give him more than enough people in the pool to get his final 28 Ideal Clients. Easy peasy!
 
To download your complimentary exercise and worksheet, go to: /slots-replication-worksheet/
 
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Filed Under: Blog Post, Business Success Principle, Choices, Effective and Efficient Behavior, High Pay-off Activities, Productivity Tagged With: accountability coach, anne bachrach, financial advisor resource tool, replicate ideal clients free exercise, slots and replication

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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!

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