Mark McKenna Little
For how many of your past coaches can you point to millions of dollars sitting in accounts that you can directly attribute to their coaching? Well, without routine accountability coaching from Anne Bachrach, I would not have achieved my goal within the time frame I set for myself. The focus that came from Anne regularly reminding me of the goal and timeline I claimed was important to me, led to an increase in my activity and effectiveness allowing me to acquire 83 Ideal Clients in just 34 months. The annual business recurring revenue from my Ideal Clients exceeded $1.6 million year after year.
Daryl M. Milleker
Milleker Financial Inc.
I have had the opportunity and good fortune, since 2014, to have steadily worked on my business and personal goals with Anne Bachrach.
Over these 3 ½ years, we have created processes and tracking reports that helps me achieve my goals in the time frame that I have set. The return is the creation of a business that I want, along with more personal time with my friends and family. Our revenue has increased dramatically as a result of applying these Business Success Concepts. We have more than doubled our revenue to be 7-figures, and at the same time we reduced the number of clients’ by about a third.
The bottom line is that Anne keeps me focused on the right kind of business model and client acquisition that will help me achieve all of my long-range goals. I know for a fact, that I would not have accomplished as much on my own.
I strongly recommend Anne’s Accountability Coaching, to all those Financial Advisors who really want to ‘fast track’ their business development and personal goals.
Comprehensive Financial Services
Choosing to work with Anne has been my best business decision yet. As a result of her coaching:
* I am Focused.
* More clients are even more positively impacted.
* My Staff has clarity and efficiency.
* Our staff saves substantial time, using Anne’s practical and proven processes.
* I maintain clarity on my daily purpose, and focus on activities that will achieve my specific goals so I can enjoy the kind of life and business I truly want.
Trusted Wealth Advisors, LLP
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!
I hate to admit this but I got in a bit of a rut mentally. For some strange reason, things just weren’t clicking for me. So, I felt I needed a coach to hold me accountable and get me back on my path. Within just a few weeks after hiring Anne, not only were things clicking again but I was on a roll like the tide. In less then 3 weeks, I got the lost momentum back in my business. In less then 10 weeks, I lost 30lbs. I could list a whole book of accomplishments if I had the time. The Bottom line is this: If Anne ever has any slots available for her coaching, don’t walk but run and get it. Because, it was one of the best investments I’ve ever made. Thanks Anne!
CPA/PFS, Guardian Wealth Management
Anne Bachrach has worked with me as my “Life Coach” for two years now. During this time I have accomplished more in every area of my life, and I attribute that to Anne’s coaching. I originally signed on with Anne to help me get more focused on my business, and yes she has helped me do that. But the biggest value I have gotten from her is in my quality-of-life. My marriage is better, my physical health is better, I am more focused on the spiritual aspects of my life, my relationships with my children and friends are better, and I am just having more fun than ever before! I highly recommend Anne for her coaching, but beware, you better be serious and ready to make changes. She doesn’t fool around!
As an already successful investment advisor and business owner, Anne helps me refine how I can get more focused on the activities that produce results. She has a great process for delivering results such that I have an even higher probability of success in reaching my goals. Reporting results daily and staying focused is the key to realizing one’s true potential, and being accountable to Anne and her process delivers those results. I highly recommend Anne’s Accountability Coaching program for any financial advisor truly committed to achieving his/her goals.
Senior Vice President, SKK
You have helped me stay laser focused on the priority of the important vs. the tyranny of the urgent. And thanks to your easy-to-use accountability systems, I now have the biggest pipeline and growth trajectory that I have ever had in my 26+ years in this business. We have marveled at how my pipeline of potential has massively exploded and how much more time-efficient I am. You have been great outside eyes for me and helped me make better business decisions. I am of much more value to my clients, my team, prospects, and centers of influence. I’m also an even better version of myself because of you. I highly recommend your Accountability Coaching process to all Financial Advisors who truly want to achieve their goals.
I have worked with Anne for the last three years and with her ability to hold me accountable to what I need to do to grow my business, my revenue has grown at a very healthy and competitive rate high due keeping me mindful of the basics – prioritizing my time, delegating more effectively, being clear about which potential clients to follow up with and deepening my current relationships. We have improved our comprehensive and proactive level of service because we have been careful to only bring on the right clients. My ability to focus on what is most important and essential is reinforced with every interaction with Anne. She is so positive, organized, and committed enough to push back on excuses, yet very empathetic to the demands on an owner/advisor. I recommend Anne Bachrach highly if you are committed to growth – both your business and personally.
Frank Paré, CFP®
PF Wealth Management Group, LLC
Having you as my accountability coach is like having my running coach running beside me. Your guidance is helping me form new habits that will allow me to run farther faster. Thank you for being the voice that’s louder than the one in my head sometimes.
John C. Panter
You have been a tremendous help through a difficult time. I really appreciate your guidance and discipline that you have helped instill into my practice and how I continue to make changes that will shape the future that I have for bigger and better things. Thanks for all you do!!
In the short period of time I have worked with Anne, I find having a 25 minute conversation is truly inspirational! Reporting results daily and monthly helps me to stay laser focused on the highest payoff activities that have manifested great results already. Anne brainstorms with me to create new and innovative ideas to help me be even more effective at client acquisition and generating revenue. My confidence is up and I am enjoying a more fulfilling life. I recommend Anne’s Accountability Coaching process to all Financial Advisors who really want to achieve their goals.
The Strategic Millionaire
Thank you for making such a profound impact on my personal and business life in such a short period of time. I have invested in other coaching programs that were valuable, but none of them generated the results and ROI as fast as you have. You are amazing! Since April 2008 when we started working together (only 5 months) not only has my health improved but you also have significantly impacted my business, and brought balance to my life. For example, from just one of your suggestions, I have already earned $60,000 from a client that previously would have paid me $5,000. A strategic alliance partner that I approached as a result of one of our coaching sessions conservatively will generate over $1,000,000 during the next 18 months. Without reservation, I recommend your coaching services and learning resources. For any high-achiever who wants to reach to the next level…they’re thinking too small!
President, Precision Recruiters
After 18 years of successfully flying by the seat of my pants when it came to running my executive search business, and running my life for that matter, I found myself in a rut I just could not get out of. I’ve never been much of a goal setter, as I have always had the mentality of keeping my nose to the grindstone, popping up every once in a while to take a look around to make sure I was still headed in the right direction. That mentality did indeed work well for me; however, I found myself wanting more, so I reached out to Anne. After breaking down the different elements of my life, and then defining specific goals for each of those elements, I find myself taking specific actions towards reaching my goals.
I began working with Anne as my strategic coach in January of 2007; in that time she has helped me change not only my business, but my life. With Anne’s help, no excuses attitude and amazing ability to see through the fog of my own distractions, I have not only achieved one of the goals I was most afraid to set, but actually exceeded it. My personal life has flourished because my professional life has structure and boundaries. Anne has helped me discover through objective questioning and a judgment free attitude what I really want out of my life. She has become a cheerleader, a sounding board and an inspiring coach. One of my biggest fears is that some day she’ll kick me out of the nest and tell me I can go it alone. (written in August 2007).
Kochan Financial Group
Since October 2002, when I started working with Anne as my coach and mentor, my business revenue has increased at least 21% every year, while keeping my expenses low. I am working less than 20 hours per week and my personal and business life is a lot more than just fun to me. I love every aspect of my life. Having all the financial independence and free time I have now, has given me a quality of life that is beyond what words can express. As one of my clients just said to me,”I am definitely walking my talk”. Thank you Anne for being there to help me stay focused and on track to what I needed to do so I could have this great life. It has been a great experience and I look forward to continuing to work with you for years to come. (written in October 2007)
I hired Anne as my coach to help me develop and execute a plan which would give me financial freedom and create a rewarding everyday life. Her process has completely restructured the way I focus my attention so I can achieve my goals. I am amazed how her coaching has streamlined my plan in only a few months. She has a unique gift to help others achieve their highest potential. I would recommend her to everyone!
CMA Financial Services
Anne’s no-nonsense coaching has been invaluable to me over the past 10 months. She has helped me formalize my goals through professionally written projected financial statements for 10 years into the future. She has kept me laser focused on the tasks that have the highest probability of pay off in the shortest amount of time. I have added 24 clients this past year and am already on track to do more than that next year. During many periods of office turmoil, I was able to stay on task, not work exorbitant overtime and still add 2 clients a month and expand our client base at the fastest pace I have since I began using Values-Based Financial Planning™ as my method of client acquisition. We are starting our new year out with over $100k more a year in revenue than we had the prior year, thanks to Anne. She even has my wife helping me with my health as being fit and healthy is also a very important goal of mine.
Luken Investment Group
I hired Anne because I was sick and tired of being sick and tired. She helped me enhance my communications, including my website, to be even more client-centered. She helped me be more effective at priority and time management. She helped me get reinvigorated, gain a clearer perspective, and focus on the activities that will have the biggest impact on me achieving my goals. My way of being is better and I’m more effective, confident, and comfortable in my communication with clients. Anne and her accountability process is truly incredible and produces results!
AIF, CFP, CLU Chartered Private Wealth Advisor(SM)
Anne, is a wonderful coach. She helped me take a close look at my life on all levels and to put a plan in place for getting there. I had a great business plan, but Anne took me a step further to zeroing in on the daily, weekly, and monthly activities that would help me make my plan a realty. Additionally, she helped me to develop a system to schedule and stay on top of these activities. Anne also helped me begin to see my business on a totally new level and encouraged me to get out of my comfort zone and on my way to growing my business.
Thanks Anne! Since working with you my re-occurring revenue more than doubled. I was just thinking… this time last year I was working out of my home office, had a part time assistant and 1 ideal client. After hiring you a little over a year ago I have an office in La Jolla, a full time Administrative Manager and 6 ideal clients. (All things I thought would take a very long time to happen.) Thank you for “cracking the whip” and holding me and my team accountable. Most of all, thank you for always believing in me. I couldn’t have done it without you.
MBA, AAMS, Financial Advisor
Since hiring Anne as an Accountability Coach, she has helped me define where I was at in each category in her the Wheel of Life exercise and what my goal would be to make it to a perfect 10. Since our time working together I have been consistently achieving my goals and even exceeding others. I am astounded with the progress I have been able to make over a relatively short period of time with her guidance.
President/Owner, Sampson California Realty
My husband and I own a residential real estate firm in San Diego. Recently, after surveying our agents for which critical elements were missing from their business day and finding out that they all felt they lacked self-discipline, we hired Anne Bachrach to be our company accountability coach. In real estate, where agents are independent contractors, it can be a challenge to stay focused on the activities that truly earn you money and get too caught up in time wasting activities that don’t earn you money. Also, our agents admitted they were unorganized and needed more structure to help them track their business.
MS, Author and Speaker on Health, Work-Life Balance and Maximizing Human Performance
I hired Anne because she represents effective sales & marketing application, versus theory. She helped me develop a list of creative, client-centered marketing areas that are based on what she has proven to work. Then, she not only taught me how to adapt those ideas to my content area, she put those action items on a deadline and held me accountable. Investing in Anne’s coaching has been the most productive marketing investment I have made in very long time.
Peter Catalano Wealth Management
You provide value for my complete life. I also have a feeling that you are concerned about me and my accomplishments. After each call, I am left feeling cared for.
David J. Stone
CFP®, Personal Financial Advisors, Inc.
I hired Anne to be my accountability coach because no matter how badly I want to be even more successful and achieve my goals, I haven’t been able to do it on my own. For some reason I resist what I need to do in order to accomplish my goals. Anne has been instrumental in helping me identify the activities required for me to be successful and help me stay focused and on track do actually doing what I need to do. She helped me create an effective tracking method so I know exactly where I am at against my goals at any given moment in time. This allows me to course correct much quicker, if necessary. Anne is very direct, honest, and does not accept any excuses for not honoring my commitments. She is and will continue to be a key component in my life if I am going to get to where I want to truly be in my personal and professional life.
Gary R. Moore, Merrill Lynch
As an already successful business person, I hired Anne to help me realize my true potential and create even more balance in my life. She helps me identify, track, and stay focused on the activities required for me to reach all my goals. She helps me think outside the box and be open to new ideas that can help accelerate my results. Her process is very methodical and simple so it is easy to implement. I have gained more clarity on what is truly important to me in my life and am on the path of achieving all that I want out of life. I enjoy working with Anne because she is caring, thoughtful, tenacious and fun.
My productivity has increased enormously, in a very short period of time, by focusing exclusively on one type of task for a pre-determined, pre-scheduled amount of time. Before working with Anne, I would have my energy, flow, and concentration interrupted constantly. I thought that this was part of owning a business and prided myself on being able to ‘shift gears’ rather effectively. What I realize now is that those disruptions stymied the dynamic and exponential progress that is possible when you put forth complete, undivided and total focus on one issue or task.
Anne is an efficiency coach. She helps you focus on what has to be done so that you can achieve your goals in the quickest timeframe possible, while having a life.
Pat A. Erickson
Cascade Financial Management
Working with Anne allowed me to step back and objectively critique the efficacy of my practice, everything from my personal and business habits to recognizing some ingrained biases that were a stumbling block. I also learned to analyze new ideas and fresh perspectives without fear! “Getting comfortable with being uncomfortable” was one of the key ingredients to my growth and successful results this year. I can highly recommend Anne’s Accountability Coaching process for anyone who truly wants to achieve their personal and professional goals.
Anne is an incredible talent. She has over the years absorbed all of the rules for success and high levels of achievement. By working with her she is able to help you double, triple, or quadruple your business on purpose. I am always fascinated by the knowledge she has, and the way she has always been able to me and my company grow. Her books and private coaching are a sure way to achieve anything that you have dreamed about. I am looking forward to many more years of success with her.
Dr. Tony Alessandra
Author of The Platinum Rule
Anne Bachrach is the queen of accountability. She holds your feet to the fire to make sure YOU achieve your agreed upon goals. Her overriding mission is your success. I know from personal experience as she holds ME accountable to accomplish what’s important to me.
Anne was essential to the success of my business because she showed us how to measure tangible results. She helped us categorize our progress in such a way that results could be accurately measured and could be tactically modified. We began striving for progress not perfection. I would highly recommend her services.
Author of Cult of the Customer
Anne is an amazing coach. I met her over 15 years ago and have seen the excellent work she has done with her company and her clients. She knows her business, has fantastic energy and is a pleasure to work with. She has my highest recommendation.
CPA CFP Chartered Advisor in Philanthropy
When it comes to getting things done – Results Rule. Anne helps me make things happen both on a personal and professional business level. Her advice is extremely practical. I engaged her because she has honorable intent, her commitment is to my success, and she is extremely competent at her work, the three key elements of Trust. Through her unique process she gets to know you, your team, and how you best operate ultimately getting to a point of crystallizing your targets/bulls eyes. Once the clarity was/is there, together we created a game plan that we adjust accordingly. Tweaking and fine tuning as time goes by depending upon what comes up. Goal Tracking is crucial to measuring and determining where I am relative to where I am going. She is inspiring and motivating to both me and my team. Granted, infrequently times pop up where it’s a challenge to accept the recommendations or advice but ultimately as I’ve learned – simply listen and the results naturally flow. She’s been there and done that. She’s the doctor and I am the patient or she’s the coach and I am the athlete however you like to think about it. Anne is great at brainstorming different ideas or ways of doing things then narrowing it down to the quint essential actions that it will take to get you from here to there. After that – it’s all about my execution. She will probably tell you that all the roads lead to Rome, some will simply get you there a little faster than others. Yooj asset to anyone looking to break through the ceiling of complexity and get to the next level.
Fourth Quarter Financial Coach, Wildwood, MO
Anne is a MOMENTUM BUILDER!” Thanks for helping my momentum!
CEO, Cascade Financial Management, Inc.
I serve in a senor management position in my company, and have long recommended Anne Bachrach’s accountability coaching for my management team and staff. In my roles, I constantly have multiple priorities vying for my attention at any given time and periodically would reach a place where I would begin to lose my effectiveness. I engaged Anne personally to help give me the tools and skills she had so skillfully shared with my team.
Being able to sit and focus for 20 minutes on a call, one-on-one with Anne, is truly incredible! It reinvigorates and hones my focus each week as she pushes me to challenge myself and my abilities in my job and in my life. As a result I have acquired more clients, revenue, and even more ‘big’ referrals in a much shorter period of time than ever before.
Dr. Doug Willen
I feel everyone would benefit from Anne’s services. She helps you really look at your goals, and then helps you break them down into small bites. After putting everything on spreadsheets I was able to systematically execute the steps necessary to achieve my goals. It works because its simple, and by taking action it becomes achievable. Anne cuts through the BS, and keeps you focused. She is tough but caring. A total Pro! I give her a 10 out of 10.
If you want to achieve your goals on a much accelerated path than you can do on your own, Anne is the critical component to be on your team. Good, bad, or ugly, she will tell you the truth as she sees it and help get you out of your comfort zone so you can be even more successful – professionally and personally. I would highly recommend her services.
Strategic Account Manager, ImageTek
Our time together has helped me to be very intentional about my goals and to be honest about what it will take to meet them. I’ve incorporated several of your philosophies not only in my career, but in my personal life as well.
I would say that one of the biggest changes you’ve helped to make is in my thinking in regards to going after larger opportunities. You’ve shared many times that it takes just as much time to work on smaller prospects as it does large ones. This has brought great clarity to my time and focus, and has helped me make President’s Club for the last 4 years in a row. I would recommend you to anyone that is looking to break through their ceiling of limitation.
I have worked with Anne and she delivers on all she promises! She has provided me tools to use in keeping my life more balanced and keeping me on track with my goals. I find it is so helpful to have someone as a “sounding board” when my business life becomes overwhelming and frustrating. Anne can help you leap to the next level of your goals and achievements by staying focused on what is important. She does not allow you to wallow in the “what-if” stage but challenges you to face the sometimes serious changes that must be made in order to achieve success and balance.
I’ve been working with Anne for several years, and have heard firsthand the reports from her clients. In a nutshell, Anne gets results. She is THE accountability coach. No excuses are accepted, and you WILL change your life. Anne has my highest recommendation.
Cascade Financial Management, Inc.
Because I needed to break out of old bad habits and leave my comfort zone to achieve things that I really wanted, I hired Anne. I am now much more conscious of how my social life, love life, and physical life integrates with my business and everything else. I am better able to give up total control and delegate tasks that I used to want to control to my assistant so I can focus on bigger picture and do those things that only I can do. Anne provides a different perspective on how I do business which really gets me to think. She is no-nonsense, in your face, doesn’t take any crap, and yet is excited about you achieving your goals. You had better do what you say you need to do or she will call you on it. I can describe Anne in two words: tough love.
Retirement Financial Services, Inc.
Being coached by you was the best coaching experience I have ever had. I definitely got more than my moneys worth. You made me do what I needed and wanted to do but wasn’t doing. My excuses didn’t matter if I really wanted to implement ideas and systems that I believed would have a positive impact on my business and ultimately my life. Thank you for being tough, firm, candid, and caring. Others should experience the valuable coaching you provide.
Great Pacific Management Co. Ltd.
I didn’t nickname you the Accountability Pitbull for nothing. The #1 benefit of your coaching to me is that if I don’t implement something right away, it won’t get done. I need someone to push me to implement ideas that will help me be even more successful and you certainly did just that. Thank you for all your help in getting me to do the things I need and want to do. Without an accountability pitbull they may never get done.
Robert T. Haller
Haller & Haller Financial Services, Inc.
The time you spent coaching me and holding me accountable was extremely positive. With your help I hit all the goals we set. I had more confidence that I have ever had because I had a specific game plan that I had to follow. As a result of being more focused, I found money that I didn’t know my clients had, received a significantly larger amount of money as a result of prospects doing business with me and I received quality referrals which led to even more business. With your help, I know I can do anything.
Financial Brokerage Services Inc.
One of the keys for me to be successful is to make a commitment and then be held accountable for it. Last year I committed to doing some things that would make a difference in my life, but I needed someone to help me follow through and actually do them; the person who motivated me the most was you. I could tell you wanted me to succeed because you didn’t let me get away with any excuses. As a result of holding me accountable, I was more focused than usual, which enabled me to maximize the results of meetings with clients and prospects.
Founder, Financial Concept Group
As a result of you holding me accountable, you made a major impact on the way I think. I wouldn’t be where I am in my business today without the extra focus you gave me. You helped motivate me which gave me additional confidence to reach and exceed my goals. Everyone who wants to reach their next level, personally and professionally, needs a coach – you. Thank you.
The Accountability Coach™, www.AccountabilityCoach.com
“Somehow I can’t believe that there are any heights that can’t be scaled by a man who knows the secrets of making dreams come true. This special secret – curiosity, confidence, courage, and constancy, and the greatest of all is confidence. When you believe in a thing, believe in it all the way, implicitly and unquestionable.” — Walt Disney