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The Accountability Coach

The Accountability Coach

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get more clients

Discover The Key to Getting More and Better Clients

November 3, 2018 by Anne Bachrach Leave a Comment

If you want clients to trust you, hire you, move all their money to you, implement the advice from your planning process, keep working with you in any market or economic conditions, and introduce you to everyone they know… you need to have strong communication skills.  Words matter a lot. What you say, how you say… Read More

Filed Under: Blog Post, Business Success Principle, Communication, Productivity, Webinar Tagged With: Bill Bachrach training, Financial Advisor Training, get more clients, make more money

11 Tips for Staying Focused and On Track to Achieve Your Goals Web Class

November 16, 2017 by Anne Bachrach Leave a Comment

You are probably working on your game plan for next year. If not, you should be.   When you attend this high-content web class, you will explore ways to help you put more fun and growth back into your business by developing the self-discipline to do what you know needs to be done when it… Read More

Filed Under: Blog Post, Business Success Principle, Effective and Efficient Behavior, Goal Setting, High Pay-off Activities, Productivity, Time Management, Webinar Tagged With: Financial Advisor Training, Focus on High Payoff Activities, get more clients, increase income, InsuranceWebX Insider Web Class, Remove Distractions

6 Tips for Getting More Clients Without Working Harder Complimentary Web Class

August 22, 2017 by Anne Bachrach Leave a Comment

Being a Financial Professional, it is unfathomable that you would be happy with moderate success. Some business people tend to relax once they have earned a certain amount of money. Having spent so much time and effort getting your business to this level, why not take it all the way to the top?   Obviously,… Read More

Filed Under: Blog Post, Effective and Efficient Behavior, High Pay-off Activities, Productivity, Webinar Tagged With: Financial Advisor free training, get more clients, Insurance WebX Insider Web Class

5 Ways Financial Advisors Leave Money on the Table Webinar by Bill Bachrach

November 5, 2012 by Anne Bachrach Leave a Comment

Attend the ‘5 Ways Financial Advisors Leave Money on the Table, Under-Serve Their Clients, and What to do About It’ complimentary webinar so that you can join us as he talks about ways that you can make more money with your existing clients while serving them at a higher level. Click on the link below… Read More

Filed Under: Blog Post, Effective and Efficient Behavior, High Pay-off Activities, Webinar Tagged With: financial advisor business development, get more clients, make more money, top 1% of financial advisors

Enhance Your Communications for Even Better Results – Tele-seminar on Sept. 29

September 28, 2011 by Anne Bachrach Leave a Comment

Only one day left to get enrolled to attend a content-oriented Tele-seminar on Thursday, September 29. You will learn 12 questions to ask yourself about building an all-about-them business that will assist you in enhancing your clients and prospects experiences in order to then produce even better results for you. These action-able, results-producing strategies will… Read More

Filed Under: Blog Post, Event, It’s All About Them, Tele-seminar Tagged With: communication that is all about your clients and prospects, enhance your communication, get more clients, teleseminar

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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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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!

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