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The Accountability Coach

The Accountability Coach

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Top Financial Advisor Training

What do the best Advisors do well and what do most Advisors do wrong?

March 18, 2018 by Anne Bachrach Leave a Comment

Register for this LIVE training to get the most clear and concise definition of “client acquisition” you’ve ever heard, in about an hour, while you also discover the answers to 4 vital questions:  1. Who should be your target client and why? 2. Why is it easy to “steal” (rescue, as we like to call it.)… Read More

Filed Under: Blog Post, Business Success Principle, Communication, Effective and Efficient Behavior, Productivity, Tell the Truth, Webinar Tagged With: Bill Bachrach training, Top Financial Advisor Training

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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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