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How to Thrive Even with the 7 Financial Services Industry Disruptions Special Guidebook

How to Thrive Even with the 7 Financial Services Industry Disruptions Special Guidebook

September 11, 2019 by Anne Bachrach Leave a Comment

By reading this Special Guidebook, by Bill Bachrach, you’ll discover: The seven significant disruptions in the financial services industry that you can profit from. Understanding the role that technology plays for the future of advising.  Handling competition and client retention. Working with client longevity and planning.  Managing other industry disruptions that can impact your business. … Read More

Filed Under: Blog Post, Business Success Principle, Communication, Effective and Efficient Behavior, Goal Setting, Learning Resource Tagged With: Bill Bachrach, How to Thrive Even with the 7 Financial Services Industry Disruptions Special Guidebook

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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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