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The Accountability Coach

The Accountability Coach

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Bill Bachrach Free training

Client Acquisition Mastery in the New World of High Regulation, Digital Advisors, and Disruptive Technology LIVE Training

January 20, 2018 by Anne Bachrach Leave a Comment

Get the most clear and concise definition of “client acquisition” you’ve ever heard, in about an hour, while you also discover the answers to 4 vital questions:  1. Who should be your target client and why?  2. Why is it easy to “steal” (rescue) the best clients from established Advisors?  3. What’s the BIG mistake that… Read More

Filed Under: Blog Post, Business Success Principle, Communication, Effective and Efficient Behavior, Productivity, Time Management, Webinar Tagged With: Bill Bachrach Free training, client acquisition, Financial Advisor Training, revenue generation

LIVE Training to Help You STOP Working Too Many Hours for Too Little Money – Nov. 15!!

November 14, 2017 by Anne Bachrach Leave a Comment

True or False: Most Advisors work too many hours for too little money for too many of the wrong clients?   The responses from the polls we ran on our last Advisor training session indicate that this is true: 90% of advisors said they need or want to make more money. 69% said they want… Read More

Filed Under: Blog Post, Business Success Principle, Choices, Effective and Efficient Behavior, High Pay-off Activities, Productivity, Webinar Tagged With: Bill Bachrach Free training, Financial Advisor Training

Client Acquisition Mastery in the New World of High Regulation, Digital Advisors, and Disruptive Technology Training

November 9, 2017 by Anne Bachrach Leave a Comment

True or False: Most Advisors work too many hours, for too little money, and for too many of the wrong clients?   The responses from the polls we ran on our last Advisor training session indicate that this is true: 90% of advisors said they need or want to make more money. 69% said they… Read More

Filed Under: Blog Post, Business Success Principle, Communication, Effective and Efficient Behavior, High Pay-off Activities, Productivity, Webinar Tagged With: Bachrach Webinar, Bill Bachrach Free training, client acquisition, Lead Generation, revenue generation

Check out the Lead Generation Summit – Bill Bachrach conducting a session!

October 12, 2017 by Anne Bachrach Leave a Comment

If you aren’t currently generating enough leads in your business, a resource you should check out is the upcoming Lead Generation Summit, taking place on November 6-10th. Bill Bachrach has arranged a free pass for you to attend and the Summit is virtual, so you can attend from anywhere.   The Lead Generation Summit is… Read More

Filed Under: Blog Post, Business Success Principle, Effective and Efficient Behavior, Event, High Pay-off Activities, Productivity, Webinar Tagged With: Bill Bachrach Free training, Lead Generation Summit, Values-Based Financial Planning

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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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