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Do you currently have a Proven Process for Client Acquisition?

Do you currently have a proven process for client acquisition that will attract the type of clients you really want to be working with?

 

If YES, could that process be even better so you more quickly get even better results?

 

If NO, you need one!  Otherwise, you’ll get caught up in the cycle of working too many hours, for too little money, and serving too many of the wrong clients!

 

Join Bill Bachrach on May 24th at 11:00am Pacific / 2:00pm Eastern for a FREE LIVE TRAINING, Client Acquisition Mastery in the New World of High Regulation, Digital Advisors, and Disruptive Technology.

 

Claim Your Spot for The Free Training Right Now!

 

Since the industry is changing to become totally transparent, let me be totally transparent with you right now…Most Advisors work too many hours, for too little money, and for too many of the wrong clients! More importantly, this problem will NOT fix itself.

 

If you have a sincere desire to work less, get paid more, and work with the ‘right’ clients, you don’t want to miss this free training.

 

You will explore 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) the best clients from established advisors?
  3. What’s the BIG mistake that most advisors make and what to do about it?
  4. What are the keys to successful Client Acquisition, like where to find higher-net-worth prospects and convert them to clients.

 

Bill also shares case studies, stories, and examples of what the best advisors do well and what most advisors are doing wrong.

 

In order for you to work fewer hours, acquire the RIGHT clients, and make more money so you can improve your qualify of life, join Bill Bachrach “LIVE” for this training session.

 

Claim Your Spot for The Free Training Now!

 

Bill is looking forward to having you join him on this powerful training session to help you accelerate your results by being a master at client acquisition.

 

Are You Sick and Tired of Being Sick and Tired?

If you are sick and tired of being sick and tired, join Bill Bachrach’s LIVE online training where you will 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 Bill likes to call it) the best clients from established advisors?
  3. What’s the BIG mistake that most advisors make and what to do about it?
  4. What are the keys to successful Client Acquisition, like where to find higher-net-worth prospects?

 

Not only will you get the answers to these questions, Bill also shares case studies, stories, and examples of what the best advisors do well and what most advisors are doing wrong.

 

In order to work fewer hours, acquire the RIGHT clients, and make more money, so you can improve your quality of life, join us LIVE for this training session. Register at: https://youradvisorroadmap.lpages.co/clientacquisition-5-24-18/.

 

Note: Too little money, too many work hours, and too many of the wrong clients didn’t happen by accident. This problem will NOT fix itself.

4 Characteristics of Great Opening Questions

The easiest way to start a conversation with a stranger, after the standard exchange of names, is to ask a question — preferably something less bland than, “How are you doing?” or, “What do you do?”. There are better questions that create better conversations that can lead easily and naturally to an offer to talk again.

Great opening questions have 4 characteristics:

  1.  be-relevantThey’re relevant. In many situations, there’s an obvious relevant opening question. Recently my wife, Anne, and I went to a wedding. At the reception, we were seated at a table with 8 people we didn’t know. The obvious first question was, “Are you a friend of the bride or the groom?” In other social situations, you could ask, “How do you know our host/hostess/the honoree?” If you’re at a fundraiser or charity event, you could ask, “How did you get involved in supporting this cause?” At a conference, convention, or business-networking event, you could ask, “What do you hope to learn at this conference and how will that help you?”
  2.  Great opening questions get and keep people talking about themselves. Therefore, questions should be open-ended and require more than a one-word answer. In the wedding example, after I asked, “Are you a friend of the bride or groom?” I followed up with, “And how do you know him/her?” That question requires a much more detailed answer.
  3.  Your questions should get people to focus on the positive. Old-school, “sales-y” financial advisors would ask questions focusing on problems and fears. However, trusted advisors inspire people about the future, not scare them. One of my favorite positive questions is, “Tell me something good that’s happening in your life today.” If you just ask, “How’s it going?” there’s no telling what kind of response you might get. But when you ask, “Tell me something good,” even if someone has had a bad day, it moves him or her into a more positive emotional state.
  4.  Ask questions about topics that are likely to lead to more extended and meaningful conversations. There are 7 reliable topics that will get and keep people talking on subjects that are meaningful to them. I call them the 7 “F’s” (yes, I know that the last starts with a P, but it sounds like an F):
  •  Family
  •  Friends
  •  Fun
  •  Fitness/health
  •  Finances/career
  •  Faith
  •  Philanthropy

the-confident-advisorDownload your FREE copy of our new e-book, The Confident Advisor for more tips on how to improve your communication skills and the way you engage with your clients and prospective clients.

 

Get started now by becoming a member of the AdvisorRoadmapVirtual Training Platform community. You will experience a self-guided, online virtual training platform packed with interactive training courses, videos, scripts, demonstrations, and high-value resources to help you master the communication skills that are crucial to acquiring and serving Ideal Clients.

 

To Get More Ideal Clients, Achieve the Ideal Business, And Live Your Ideal Life…
Join the AdvisorRoadmap Training Platform Today!

 

Do you currently have a Proven Process for Client Acquisition?

Do you currently have a proven process for client acquisition in the “new world” that will attract the type of clients you really want to be working with?

 

If YES, could that process be even better so you more quickly get even better results?

 

If NO, you need one!  Otherwise, you’ll get caught up in the cycle of working too many hours, for too little money, and serving too many of the wrong clients!

 

Join Bill Bachrach on April 24th at 11:00am Pacific / 2:00pm Eastern for a FREE LIVE TRAINING, Client Acquisition Mastery in the New World of High Regulation, Digital Advisors, and Disruptive Technology.

 

Don’t Miss Out and Claim Your Spot for The Free Training Now!

 

Since the industry is changing to become totally transparent, let me be totally transparent with you right now…Most Advisors work too many hours, for too little money, and for too many of the wrong clients! More importantly, this problem will NOT fix itself.

 

In a survey we recently conducted,

  • 93% of advisors say they need or want to make more money,
  • 83% say they want to work fewer hours per week and take more REAL vacation every year, and
  • 98% say they would like to have a smaller total number of clients who each pay them more.

 

If this is you, claim your spot for our FREE Training on April 24 at 11am Pacific Time / 2pm Eastern Time!

 

If you have a sincere desire to work less, get paid more, and work with the ‘right’ clients, you don’t want to miss this free training.

 

In addition to getting the most clear and concise definition of “client acquisition” you’ve ever heard, you will 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) the best clients from established advisors?
  3. What’s the BIG mistake that most advisors make and what to do about it?
  4. What are the keys to successful Client Acquisition, like where to find higher-net-worth prospects and convert them to clients.

 

Bill also shares case studies, stories, and examples of what the best advisors do well and what most advisors are doing wrong.

 

In order for you to work fewer hours, acquire the RIGHT clients, and make more money so you can improve your qualify of life, join Bill Bachrach “LIVE” for this training session.

 

Claim Your Spot for The Free Training Now!

 

Bill is looking forward to having you join him on this powerful training session to help you accelerate your 2018 results.

 

 

Are You Tired of Working Too Many Hours and for Too Little Money?

If you are, you can change it!

 

The responses from our recent surveys indicate that:

  • 93% of advisors say they need or want to make more money,
  • 83% say they want to work fewer hours per week and take more REAL vacation every year, and
  • 98% say they would like to have a smaller total number of clients who each pay them more.

What about you?

Chances are very high that your current approach to client acquisition practically guarantees that you will work too many hours, for too little money, and for too many of the wrong clients.

Ironically, most Advisors want exactly the opposite: more money, less hours, and a smaller number of the right clients who each pay you more.
When you participate in this LIVE, online training, in addition to getting the most clear and concise definition of “client acquisition” you’ve ever heard, in about an hour, you will 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) the best clients from established Advisors? 
3. What’s the BIG mistake that most advisors make and what to do about it?
4. What are the keys to successful Client Acquisition, like where to find higher-net-worth

and convert them to clients?

Bill Bachrach also shares case studies, stories, and examples of what the best Advisors do well and what most Advisors are doing wrong.

In order to work fewer hours, acquire the RIGHT clients, and make more money, join us LIVE for this training session on April 24 by clicking the REGISTER NOW button below or going to https://youradvisorroadmap.lpages.co/clientacquisition-4-24-18/.

 

We are looking forward to having you join Bill on this powerful training session to help you accelerate your 2018 results, so you can stop working too many hours, for too little money, and with too many of the “wrong” clients.

 

P.S. Too little money, too many work hours, and too many of the wrong clients didn’t happen by accident. This problem will NOT fix itself.

 

 

Wouldn’t it be Great to be a Master of Client Acquisition?

If you answered YES, chances are very high that your current approach to client acquisition practically guarantees that you will work too many hours, for too little money, and for too many of the wrong clients, so you need a proven client acquisition process.

If you are like many Advisors, you want to:
1. Make More Money. 
2. Work Less so you can spend your time doing more of what you want to do.
3. Have a smaller total number of clients who each pay you more. 

In addition to getting the most clear and concise definition of “client acquisition” you’ve ever heard, in about an hour, you will 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 prefer to say) the best clients from established Advisors? 
3. What’s the BIG mistake that most advisors make and what to do about it?
4. What are the keys to successful Client Acquisition, like where to find higher-net-worth prospects? 

You will also hear case studies, stories, and examples of what the best advisors do well and what most advisors are doing wrong. 

In order to work fewer hours, acquire the RIGHT clients, and make more money, join this  LIVE training session on April 24 by going to https://youradvisorroadmap.lpages.co/clientacquisition-4-24-18/.

Join this powerful training session to help you accelerate your 2018 results.

5 Things to Live By When it Comes to Longevity and Your Business

Every Advisor should re-do the math for their personal financial plan. Add another 10, 20, or even 30 years to the forecast to have enough money to maintain your lifestyle forever. How much do you need? How much do you have? What business decisions do you need to make today to bridge the gap?

For veteran advisors, it’s pretty simple:

1. Plan to work longer. One of the great things about our business is that it’s a great business to operate for a long time, even part time. Finally, once and for all, do what you’ve always known you should do to have the business you really want.

2. Focus on your Ideal Clients. Your best clients are going to live longer and want to keep their money and their lifestyle for their entire life, so it’s not as important as many would have you believe that you have to kiss the asses of their kids in order to keep the assets on the books. It’s much more important that you have a high-trust relationship with both spouses. 70% of widows leave their advisor within a year of their husband’s death. That’s the problem worth fixing.

3. Elevate your client experience and value promise. Embrace true, values and goals-based financial planning. Your clients need more than asset management or “financial planning lite” to prepare for and navigate the future. When mid-career and younger advisors realize that your clients control most of the money now and will be keeping much longer than previously believed, the competition for your clients will heat up. The advisors who work to “rescue” the high-net worth ($2M-$20M) ideal clients from apathetic veterans.

The "IT" Auditor4. Harness technology. If it’s over your head, make sure your staff gets it. It’s crucial to not compete with the machines. The machines are better at the hard skills and they can help you streamline your operational efficiencies and some of your client deliverables. For about $1,000 per/month, you can have all the best financial planning and client service technology you’d ever need to acquire and serve ideal clients.

5. Improve your people skills. Ask great questions, listen with empathy, make an emotional connection, build high-trust client relationships, counsel individuals and couples to establish goals that are crystal-clear and well defined, tease out their core values and other emotional drivers, inspire people to take the action required to achieve their most important goals and fulfill their most deeply held values, coach clients to stick to the plan during uncertain economic times, and hold clients accountable to do what needs to be done…especially when it’s not comfortable and they don’t feel like it.

the-confident-advisorMid-career or new advisor? We have tips for you too. Download your FREE copy of our “Ehanced” e-book, The Confident Advisor.

Get started now by becoming a member of the AdvisorRoadmapVirtual Training Platform community. You will experience a self-guided, online virtual training platform packed with interactive training courses, videos, scripts, demonstrations, and high-value resources to help you master the communication skills that are crucial to acquiring and serving Ideal Clients.

 

To Get More Ideal Clients, Achieve the Ideal Business, And Live Your Ideal Life…

Join the AdvisorRoadmap Training Platform Today!

 

Tired of Working Too Many Hours and for Too Little Money?

If you are, you can change it!

 

Advisor responses from the polls we have been running indicate that:

  • 93% of advisors said they need or want to make more money,
  • 83% said they want to work fewer hours per week and take more REAL vacation every year, and
  • 98% said they would like to have a smaller total number of clients who each pay them more.

What about you?

Chances are very high that your current approach to client acquisition practically guarantees that you will work too many hours, for too little money, and for too many of the wrong clients.

I’m sharing case studies, stories, and examples of what the best Advisors do well and what most Advisors are doing wrong.

In order to work fewer hours, acquire the RIGHT clients, and make more money, join us LIVE for this training session on March 22 by going to https://youradvisorroadmap.lpages.co/clientacquisition-3-22-18/.

 

I’m looking forward to having you join me on this timely training session to help you accelerate your 2018 results so you can stop working too many hours, for too little money, and with too many of the “wrong” clients.

 

P.S. Too little money, too many work hours, and too many of the wrong clients didn’t happen by accident. This problem will NOT fix itself.

 

 

Stop Sabotaging Your Success!

The choices we make in life define who we are and what we will eventually become.

 

As an Advisor, you are especially prone to overwhelm because it’s not uncommon for you to juggle multiple aspects of our business at any one time. What if overwhelm is part of your self-sabotaging behavior being played out?

 

Overwhelm is not a necessary evil of being an Advisor – it’s a symptom of an underlying issue. You can find out if self-sabotaging behavior is creating unnecessary overwhelm in your business and life in 3 easy steps when you attend this content-oriented web class.

 

You will explore specific business success principles that help to create a successful financial services business in realistic and achievable steps, and you will learn results-producing strategies that will help you to:

– Make even better choices to be even more successful

– Increase your income

– Increase your success with Authenticity

– Achieve more of your goals

– Set yourself up for greater Success

 

During this high-value web training with Anne Bachrach, you will hear some lessons she shares with the Advisors she coaches who make middle six-figure to seven-figure incomes.

 

Register now for this March 22 class by going to http://insurancewebx.com/3-steps-to-discovering-why-you-may-be-sabotaging-your-success-and-how-you-can-stop-it/

 

Can’t attend? Don’t worry. Register and you will receive a link to the replay.

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

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.) the best clients from established Advisors? 
3. What’s the BIG mistake that most advisors make and what to do about it?
4. What are the keys to successful Client Acquisition, like where to find higher-net-worth prospects? 

In addition to the answers to these questions, I will share case studies, stories, and examples of what the best advisors do well and what most advisors are doing wrong.

 

In order to work fewer hours, acquire the RIGHT clients, and make more money, join us LIVE for this training session by going to https://youradvisorroadmap.lpages.co/clientacquisition-3-22-18/.

 

I’m is looking forward to having you join me on this powerful training session to help you accelerate your 2018 results, so you can stop working too many hours, for too little money, and with too many of the “wrong” clients.

 

REGISTER NOW by going to https://youradvisorroadmap.lpages.co/clientacquisition-3-22-18/.