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The Accountability Coach

The Accountability Coach

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Resources for 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

The Pros and Cons of a Fixed-Fee Advice Business

April 8, 2015 by Anne Bachrach Leave a Comment

The Pros and Cons of a Fixed-Fee Advice Business This Webinar is Presented by Bill Bachrach Time & Date: April 22nd, 2015 at 11:00am PDT / 2:00pm EDT   Register by going to: https://attendee.gotowebinar.com/register/4209051822442109442   What would it be like to have a business that is not tied to market fluctuations?   Would you prefer… Read More

Filed Under: Blog Post, Business Success Principle, High Pay-off Activities, Referrals, Webinar Tagged With: Bill Bachrach, Financial Advisors, Resources for Financial Advisors

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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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