The 7 Critical Conversations to Build & Maintain a 7-Figure Business – Part 4

Critical Conversation #4: Mastery at making an emotional connection in the face-to-face interview.


What follows the opening is a conversation with each spouse about personal core values. Core values are the emotional why that drive all of their important decisions. Most FAs jump too quickly into asking clients about goals, needs, or wants without laying an emotional foundation of why people want what they want. The skill to set this emotional foundation is crucial. Why always precedes what.


Values are represented by words like security, freedom, family, making a difference in the community or the world, satisfaction, fulfillment, inner peace, oneness with God, happiness, nirvana, etc.


Values are more about being, while goals are more about doing and having.


How would mastering this critical conversation help you grow your business with Ideal Clients?


If you haven’t done so already, get your complimentary copy of the “Enhanced” eBook, The Confident Advisor; How to Thrive in the New World of DOL Fiduciary Standard, Digital-Advisors, and the 5 Other Critical Industry Disruptions, by Bill Bachrach by going to This book is much more than just words on paper. It contains short demonstrations, videos, audios, scripts, and additional proven resource tools to help you

  • get more clients,
  • generate more revenue and
  • become more refer-able.


AdvisorRoadmap™ Virtual Training for Financial Advisors is a web-based, virtual training platform unlike anything in the industry. This state-of-the-art platform will help you maximize your client value promise, grow your business, and master client acquisition. The training utilizes Adult Learning Theory which helps to accelerate learning, retention, and results. This unique training platform takes most of what Bill has been teaching for the past 25+ years and condenses it down so you receive proven processes and skills (via interactive training courses, videos, scripts, interviews, live webinars with Bill, monthly podcasts, and demonstrations available 24/7 on your computer, laptop, tablet, and mobile phone for an extremely affordable price) in the following 4 main areas:

  1. Client Acquisition
  2. Client Service
  3. Leadership
  4. Time / Priority Management


To discover all 7 Critical Conversations in depth, go to:


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