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The Accountability Coach

The Accountability Coach

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DOL Fiduciary Standard

Quickly Build Trust with High Net Worth People – Live Demonstration

October 6, 2017 by Anne Bachrach Leave a Comment

As a rookie Financial Advisor, Bill Bachrach was obsessed with creating a repeatable process that could be consistently implemented to acquire financially successful clients.   Through massive trial and error, script writing and re-writing, recording and studying the recordings of prospect and client meetings (which is enormously uncomfortable, as you might imagine), the “code” was… Read More

Filed Under: Blog Post, Business Success Principle, Communication, Effective and Efficient Behavior, High Pay-off Activities, Ideal Clients, Productivity, Webinar Tagged With: DOL Fiduciary Standard, Financial Advisor Competitive Advantage, Live Demo of Values Conversation, Quickly Build High-Trust Relationships

Master Client Acquisition in the World of the DOL Rule to Get BIGGER, BETTER, and FASTER Results Web Class

April 18, 2017 by Anne Bachrach Leave a Comment

During this how-to web class, you’ll learn how to use the new disrupted world of the DOL Rule and Digital Advisors to your advantage and clearly differentiate yourself from other advisors, so you can get hired more quickly by great clients, and grow your business more than ever.   What you’ll learn by attending this… Read More

Filed Under: Blog Post, Business Success Principle, Communication, Delegation, Effective and Efficient Behavior, High Pay-off Activities, Ideal Clients, It’s All About Them, Leadership, Productivity, Time Management, Webinar Tagged With: Client Acquisition Mastery, DOL Fiduciary Standard, Financial Advisor Free Webinar, Insurance WebX Web Class, Leverage DOL Fiduciary Rules

Master Client Acquisition in the New World of the DOL Rule and Digital Advisors to Get BIGGER, BETTER, and FASTER Results

November 30, 2016 by Anne Bachrach Leave a Comment

During this how-to web class, you’ll learn how to use the new disrupted world of the DOL Rule and Digital Advisors to your advantage and clearly differentiate yourself from other advisors, so you can get hired more quickly by great clients, and grow your business more than ever.   What you’ll learn by attending this… Read More

Filed Under: Blog Post, Business Success Principle, Communication, Effective and Efficient Behavior, High Pay-off Activities, Ideal Clients, It’s All About Them, Leadership, Productivity, Referrals, Webinar Tagged With: Client Acquisition Mastery, DOL Fiduciary Standard, Financial Advisor Free Webinar, Insurance WebX Web Class, Leverage DOL Rules

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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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