Do words matter? Only if you want clients to trust you, hire you, move all their money to you, follow your advice, keep working with you even when markets are down, and introduce you to everyone they know. Yes, the words do matter! They matter a lot. What you say, how you say it,… Read More
“Stop trying to be different.” says Bill Bachrach
Bill recently wrote the following and I think it certainly gives you something to think about…. How often have you heard the advice that in order to be successful you have to be different? You have to stand out from the crowd, right? At the recent FA Magazine Inside Retirement Conference, Gail Graham, the highly… Read More
Work Habits of the Most Successful Advisors Web Class
To watch the full training session of the Work Habits of the Most Successful Advisors, go to: https://www.youradvisorroadmap.com/workhabitsreplay?inf_contact_key=ab4dae43cfca54b2174f71e33a7c24117fe15c4633297e448c54002bb6d6bb15 In this high-content, what-to-do and how-to-do-it web class, Bill Bachrach will dive deep into the specifics of the activities that drive success and those that create predictable failure. It’s not personality or luck or genetic… Read More
How to Generate 5-Figure Flat Fees for Service
In the disruptive world of declining AUM fees and the progressively lower perceived value for wealth and investment management, how do you successfully position yourself to be paid 5-figure fees that are totally separate from asset management? The key is to create a Client Value Promise above-and-beyond the typical “wealth management” or investment management… Read More
Create your competitive business advantage and exponentially grow your business!
Create your competitive business advantage and exponentially grow your business by applying The AdvisorRoadmap™ virtual training proven processes so you can easily surf any and all of the big DOL waves that might come your way. April 10 DOL Applicability isn’t that far away… Get started today by going to https://www.billbachrach.com/advisor-roadmap/ Check out this short… Read More
Discover The 7 Critical Conversations for Quickly Building a 7-Figure Financial Advice Business
You can’t stop the DOL Fiduciary Standard but you can discover and easily implement The AdvisorRoadmap™ Virtual Training proven processes to help you be DOL applicable by April 10. AdvisorRoadmap™ Virtual Training for Financial Advisors is a web-based, virtual training platform unlike anything in the industry. This state-of-the-art platform will help you maximize – your client… Read More