The purpose of this script is to help with time management and productivity of everyone on the team by scheduling return phone calls for the person who has to return the call to answer the question for which the client is calling about. This helps reduce distractions and provides even better client service to… Read More
Client Acquisition Mastery – Live Web Training with Bill Bachrach
JOIN Bill Bachrach for a FREE, LIVE, online training session and find out how to more quickly get more and better clients! The responses from our recent Advisor surveys indicate that this is true: 93% of Advisors say they need or want to make more money. 83% say they want to work fewer hours per week and… Read More
Impact Advising Special Guidebook for Financial Professionals
By reading this Special Guidebook for Financial Advisors, by Bill Bachrach, you’ll discover: How to go beyond impact investing to impact How to focus on client outcomes rather than focusing on the process. Identifying the different outcome and impact elements for clients. How to work with clients to identify impact benefits of working with an… Read More
7 Critical Conversations to Build a 7-Figure Financial Services Business Special Guidebook
Get your FREE copy of “7 Critical Conversations to Build a 7-figure Business”. By reading this Special Guidebook, by Bill Bachrach, you’ll discover: How to master the first conversation How to master scheduling appointments How to perfect the first face-to-face meeting How to make an emotional connection in the face-to-face interview How to help people… Read More
5 Ways Financial Advisors Leave Money on the Table Special Guidebook
By reading this Special Guidebook, you’ll discover: How to charge for your services How to consolidate your client’s assets How to deal with unimplemented advice How to ask for referrals and increase your revenue How to cut down on wasted time Download this Special Guidebook by clicking on the above icon or going to: https://www.youradvisorroadmap.com/5-ways-financial-adivsors-leave-money-on-the-table.
How to Thrive Even with the 7 Financial Services Industry Disruptions Special Guidebook
By reading this Special Guidebook, by Bill Bachrach, you’ll discover: The seven significant disruptions in the financial services industry that you can profit from. Understanding the role that technology plays for the future of advising. Handling competition and client retention. Working with client longevity and planning. Managing other industry disruptions that can impact your business. … Read More