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The Accountability Coach

The Accountability Coach

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financial advisor workshop

eMoney Advisor has teamed up with renowned Financial Advisor trainer Bill Bachrach for a series of eMoney Workshops

March 17, 2015 by Anne Bachrach Leave a Comment

Attend a very special, high-value eMoney sponsored workshop with Bill Bachrach and you will learn 3 things: How to shift your existing client relationships to an even higher level of trust so they consolidate all of their investment business with you, take action on all of your financial planning advice, and introduce you to your… Read More

Filed Under: Blog Post, Business Success Principle, Communication, Effective and Efficient Behavior, High Pay-off Activities, It’s All About Them, Productivity, Time Management Tagged With: Bill Bachrach, business accelerator, financial advisor workshop, high trust relationships, value proposition

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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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