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The Accountability Coach

The Accountability Coach

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client service

The Pre-Retirement Checklist for Your Clients: Immediate Download

July 28, 2019 by Anne Bachrach Leave a Comment

As a Financial Advisor, you want to make sure your clients have taken all the appropriate steps to help them make the transition to their retirement. Download a Pre-Retirement Checklist: 13 Key Questions to Help Clients Prepare for the Transition to Retirement. This simple, but essential, Pre-retirement Checklist is a perfect tool to:   Start the conversation about… Read More

Filed Under: Blog Post, Learning Resource Tagged With: client service, Financial Advisors, InsuranceWebX, Retirement, Retirement Checklist

3 Aspects of Alternative Advice Special Guidebook for Financial Advisors

May 8, 2019 by Anne Bachrach Leave a Comment

Would you like to know how alternative client conversations and advice can help distinguish your client value promise from your competitors to increase client loyalty, so you can more quickly grow your business?   Explore how these 3 Aspects of Alternative Advice can accelerate your results by downloading this Special Guidebook by Bill Bachrach.   … Read More

Filed Under: Blog Post, Business Success Principle, Communication, Effective and Efficient Behavior, Ideal Clients, Tell the Truth Tagged With: Alternative Advice, client service, Financial Advisors, Financial Organization, health, Relationship

Check out the new training course by Bill Bachrach: Create Your Ideal Life, Define Your Ideal Business, and Develop Your Ideal Client Profile.

June 29, 2017 by Anne Bachrach Leave a Comment

You now have access to a brand new complimentary course for Financial Advisors by Bill Bachrach. Create Your Ideal Life, Define Your Ideal Business, and Develop Your Ideal Client Profile (https://www.youradvisorroadmap.com/ideallife/).     During This Free High-Value Course, You Will: Get crystal clarity on your goals and your vision for your Ideal Life. Learn exactly what you… Read More

Filed Under: Blog Post, Business Success Principle, Effective and Efficient Behavior, Goal Setting Tagged With: client acquisition, client service, Create Your Ideal Client Profile, Create Your Ideal Life, Define Your Ideal Business, Free Advisor Training Course by Bill Bachrach, leadership

Work Habits of the Most Successful and Trusted Financial Advisors Web Class

March 28, 2017 by Anne Bachrach Leave a Comment

You’ve heard the saying that successful advisors do what unsuccessful advisors are unwilling to do. What exactly are those things that the successful advisors do? And what exactly are those things that unsuccessful advisors do?   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… Read More

Filed Under: Accountability, Blog Post, Business Success Principle, Effective and Efficient Behavior, High Pay-off Activities, Leadership, Productivity, Time Management, Webinar Tagged With: client acquisition, client service, Financial Advisors Webinar, leadership

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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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Download The Guide to Stopping Procrastination Now!

Mind over matter, right? Sometimes, that’s easier said than done. When we’re faced with a laundry list of to-dos and with not enough time in the day, it can be easier to distract ourselves and push things off to the next day. And when more items get added to our list, it becomes overwhelming, and we continue to procrastinate even more. A vicious cycle, but one that can be overcome. That’s the good news!

Click Here to Get Your Free Copy!