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The Accountability Coach

The Accountability Coach

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Fiduciary Standard

Do you want more clients?

July 21, 2018 by Anne Bachrach Leave a Comment

The responses from our recent Financial 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 take more REAL vacation every year 98% say they would like to have a smaller total number of clients… Read More

Filed Under: Blog Post, Business Success Principle, Communication, Productivity, Webinar Tagged With: Bill Bachrach Webinar, client acquisition, Fiduciary Standard, Financial Advisor Training, Get More Referrals, revenue generation

“The Singularity” – How Will This Affect You and Your Clients’ Futures?

October 5, 2017 by Anne Bachrach Leave a Comment

The single most important thing that will impact YOU and your clients’ futures is The Singularity.   When you watch this web class, Bill Bachrach will uncover 3 truths:    Why the concept of The Singularity is important for you to understand so you and your clients are completely prepared for the future. The challenges the… Read More

Filed Under: Blog Post, Business Success Principle, Choices, Communication, Effective and Efficient Behavior, Tell the Truth, Webinar Tagged With: Bill Bachrach Webinar, DOL Rule, Fiduciary Standard, Singularity

Create your competitive business advantage and exponentially grow your business!

December 21, 2016 by Anne Bachrach Leave a Comment

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… Read More

Filed Under: Accountability, Blog Post, Business Success Principle, Effective and Efficient Behavior, Productivity, Video Tagged With: Bill Bachrach, DOL Standard Rule, Fiduciary Standard, Financial Advisors

Get New e-Book: The Confident Advisor; How to Thrive in the New World of DOL Fiduciary Standard, Digital-Advisors, and the 5 Other Critical Industry Disruptions

April 10, 2016 by Anne Bachrach Leave a Comment

New book by Bill Bachrach just announced! The Confident Advisor; How to Thrive in the New World of DOL Fiduciary Standard, Digital-Advisors, and the 5 Other Critical Industry Disruptions Get your complimentary copy today (Introduction and first 2 chapters) of the New E-book by Bill Bachrach by going to https://www.billbachrach.com/e-book/   Title: The Confident Advisor;… Read More

Filed Under: Blog Post Tagged With: Advisor Roadmap Virtual Training, Bill Bachrach, DOL, Fiduciary Standard, Financial Advisors, Resources for Financial Advisors, Robo Advisors, The Confident Advisor book

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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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