The purpose of the Agenda & Action Item Worksheet is to provide clarity on what you want to accomplish in the meeting… and clarity on who is going to do what following the meeting. Download this template and see how it might be of value to you in your various meetings with clients, strategic alliances,… Read More
Phone Script – for Incoming Calls Requesting the Trusted Advisor / Business Owner Script
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