What got you to where you are today probably isn’t going to be what takes you to where you ultimately want to go. Those thoughts, actions, activities have to change to move you even closer to your future goals. In working with my clients over the years, I originally found that most of them had… Read More
Client’s Goals Tracking Spreadsheet Example
If you want to make sure to help your clients achieve their goals, so they can enjoy what is important to them in life, you might want to make sure to have a way to track them, if you don’t already do this. The purpose of this simple spreadsheet is to help you… Read More
Meeting Agenda & Action Item Worksheet Template
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
Delegation 101 – Grow Your Business Even Faster
One important key to growing your business is to delegate the time-consuming, non-income driving tasks to someone else. Does Jennifer Lopez concoct her own perfume or create sketches for her fashion line? No, she delegates to her team. All she is obligated to do is attach her face to the finished product. She does little… Read More