‘Practice Growth’ Archive
“If you don’t design your own life plan, chances are you’ll fall into someone else’s plan. And guess what they have planned for you? Not much.”
- Jim Rohn
My close friend and mentor couldn’t have said it any better.
For the last 27 years I’ve been helping Financial Advisors from around the world build their Ideal Life by building an Ideal Business with Ideal Clients. Watch a video message from me below about a special opportunity you are personally invited to that will help you build and maintain a seven-figure financial advice business and live your Ideal Life. Additionally, below the video check out my recent article, The Relationship Bridges, that will help you create more enjoyable and profitable relationships with each of your clients.
MoneyGuidePro® (PIEtech, Inc.) Announces 3-Day Workshop in Association with Financial Advisor Magazine and Bachrach & Associates, Inc.
Mastering the Art of Client Acquisition and Business Development: The 7 Critical Conversations to Building and Maintaining a Seven-Figure Financial Advice Business
MoneyGuidePro® in association with Financial Advisor Magazine and Bachrach & Associates, Inc. is pleased to announce a highly interactive workshop designed for financial professionals that want to learn how to more effectively engage higher net-worth prospects, more rapidly convert prospects to clients, and inspire clients to consolidate all of their business with you. This 3-Day Workshop will be hosted in Atlanta, GA from November 13-15, 2015.
During this 3-Day Workshop, attendees will learn how to:
- Attract better clients
- Implement full-service, goals-based financial planning with prospects and clients
- Gather more assets
- Generate higher planning fees
- Get more referrals
- Inspire clients to act quickly on advice
The interactive workshop includes powerful keynote presentations by industry leaders including Kevin Knull, CFP®, President of MoneyGuidePro®; Bill Bachrach, an expert trainer for top financial advisors and CEO of Bachrach & Associates, Inc.; and David Bach, a 9x best-selling author including Smart Women Finish Rich and Smart Couples Finish Rich. You’ve probably seen David on Oprah, NBC’s Today Show, and CNN.
Upon enrollment, attendees receive immediate access to video lessons, demonstrations, and scripts. The advanced content empowers participants to immediately start learning, improving, and getting results, while allowing more hands-on time during the workshop to develop and practice skills with like-minded financial professionals.
To register now for the 3-Day Workshop, please visit https://www.peopleskillsnetwork.com and be sure to use the promo code MGP1K for subscribers of MoneyGuidePro® to receive a $1,000 discount off the published tuition price. Clients of Bachrach & Associates, Inc. can use promo code BAI1K.
MoneyGuidePro®, innovated by PIEtech, Inc., is the industry’s leading financial planning software. MoneyGuidePro® makes powerful, profitable planning easy, allowing financial advisors to help more clients achieve their financial goals. MoneyGuidePro® provides college, retirement, estate and Social Security planning, investment and insurance needs analysis, technology integration and account aggregation. For more information on MoneyGuidePro® visit, http://www.moneyguidepro.com.
(Video) Don’t Be A Drum Machine, Be Like Neil Peart: How To Avoid Disruption In The Financial Services Industry
Don’t compete with the machines, let the machines do what they are better at. The machines however, cannot compete with humans with what humans are better at. Watch the video below to find out what that is.
If you are interested in taking your business to the next level and generating more income, join me for a new 3-Day Workshop titled, Mastering the Art of Client Acquisition & Business Development: The 7 Critical Conversations to Building a 7-Figure Financial Advice Business.
A 3-Day Workshop + robust online course materials. Earn 16.5 CE Credits. Register at peopleskillsnetwork.com. Use Promo Code BAI1K to receive $1,000 off tuition.
November 13th – 15th, 2015 in Atlanta, Georgia.
Powerful keynote presentations by industry leaders, a highly interactive workshop to develop skills and confidence you can apply immediately, and instant access to our robust Online Course Materials to get your next ideal client… and the one after that and the one after that and one after that.
You will more effectively engage higher net worth prospects, more rapidly convert prospects to clients, and inspire clients to consolidate all of their business with you, and get more referrals.
Register or learn more at peopleskillsnetwork.com.
What is The Singularity? According to Wikipedia: “The technological singularity is the hypothesis that accelerating progress in technologies will cause a runaway effect wherein artificial intelligence will exceed human intellectual capacity and control, thus radically changing civilization in an event called “the singularity”. Because the capabilities of such an intelligence may be impossible for a human to comprehend, the technological singularity is an occurrence beyond which events may become unpredictable, unfavorable, or even unfathomable.”
Why does it matter to your clients? Because the future they are preparing for is likely to be very different than the one being envisioned when you are working with them to create their plan. Most significantly, they are unlikely to die when they think they are, therefore, all of the projections for how much money they need are wrong. Way wrong.
Why does it matter to you? Because you care about your clients it’s your job to help them make the decisions today to prepare for a better future. And your future, professionally and personally, is likely to be very different than you think. Since you are just as unlikely to die when you thought you were, you are going to need a lot more money than you planned. You will likely work much longer than you intended in a world changing so rapidly that you may not feel equipped to handle it.
Listen to a short video from me, Bill Bachrach, about how to attract better clients, generate higher planning fees (up-front & ongoing), gather more assets, inspire clients to more quickly act on all of your advice to fully implement their plans and get more referrals.
What is The Singularity? According to Wikipedia: “The technological singularity is the hypothesis that accelerating progress in technologies will cause a runaway effect wherein artificial intelligence will exceed human intellectual capacity and control, thus radically changing civilization in an event called “the singularity”. Because the capabilities of such intelligence may be impossible for a human to comprehend, the technological singularity is an occurrence beyond which events may become unpredictable, unfavorable, or even unfathomable.”
Why does it matter to your clients? Because the future they are preparing for is likely to be very different than the one being envisioned when you are working with them to create their plan. Most significantly, they are unlikely to die when they think they are, therefore, all of the projections for how much money they need are wrong. Way wrong….
Watch this informative, what-to-do webinar, and Bill Bachrach will uncover 3 truths:
The following is an excerpt from a testimonial written by one of Bachrach & Associates, Inc. Trusted Advisor client’s. The Trusted Advisor has been working with Bachrach & Associates, Inc. since 2010 and is currently on his journey to build his Ideal Life by building an Ideal Business with Ideal Clients.
When I first engaged with my Trusted Advisor I was frustrated and somewhat out of control. In hindsight I didn’t really know where I was going, what I was doing and whether it was sustainable. Today I’m calm, focused, pointed in the right direction and know substantially where I am going.
Firstly, they embodied all of my financial affairs including its current status, immediate goals and future planning into a single document. This included all my core agreements, trust deeds, mortgage arrangements, investments, insurance and wills, all gathered, scanned and archived onto a single disc so that they are readily available not only to myself but to my internal tax advisers and the lawyers for the purpose of drawing up my wills. It was really a breath of fresh air. This part alone is one of the best services that I have ever seen an organization provide.
It was the second bit, though, that made it all work. This was to bring together all of the different players that my Trusted Advisor has at his fingertips and because of his experience – they where identified and utilized as required. In my case he identified that I needed a productivity specialist to help me better organize my workflow and calendar. He then identified that I actually needed somebody to do the legwork for my personal bookkeeping. My Trusted Advisor also identified coaching from a lifestyle viewpoint and he introduced me to a specialist lifestyle coach who has been absolutely fantastic. The ability to bring together a truly outstanding team has made all the difference in my life.
The first webinar in our 5-Part Web Series was last Friday and we’ve been hearing some great feedback.
“Thought-provoking…inspirational…exactly what I needed to hear.”
Watch a short video below that contains some clips from Webinar #1 – How to Overcome Robo-Advising: Why You Shouldn’t Compete With The Machines.
To learn more about the Elevate Web Series CLICK HERE.
Bill Bachrach and his team train the best Financial Advisors in the world, and those who aspire to be, to create their Ideal Life, build their Ideal Business, and work with Ideal Clients. Email us at firstname.lastname@example.org or call 619-255-4888 if you wish to learn more.
Be In the Top 1% of Financial Advisors Worldwide
One hundred years ago, the average lifespan was about 42. That’s now doubled. People are living longer and trying to stretch their income to make ends meet and stay ahead of inflation, but that’s not the inflection point financial advisors are really concerned about-that’s just the everyday blocking and tackling on behalf of client portfolios. The emerging challenge goes way beyond that.
Scientists have found the mechanisms that govern aging and are already doing experiments in rats on how to reverse it. They’ve found species that do not die of old age, such as the jellyfish Turritopsis.
This week I was asked to speak at a conference that was unlike any conference I’ve spoken at before, Exponential Finance 2015. This two-day conference by CNBC and Singularity University brought together top experts, such as Ric Edelman, Michael Rhodin, Peter Diamandis and Marc Goodman, to inform financial services leaders how technology is impacting business.
This year’s program provided insight regarding technologies that leaders need to understand in order to make the most of the accelerating changes happening across business sectors.
Aside from having a great panel discussion with Ric Edelman, my time there was nothing short of brilliant and gave me even more insight into the future of the financial services industry and advice.
Check out this article from Singularity University about some of these changes and learn how you can adapt today to be ready for tomorrow.
If you are interested in learning more, I am presenting an exclusive Web Series, ELEVATE. These webinars are focused on the current market trends and issues that Financial Advisors are facing right now all over the world including Robo-Advising, Fixed-Fee for Advice, Transparency and how to generate more business revenue now AND in the next 10-20 years.
To learn more or to enroll, please visit www.billbachrach.com/elevate.
The drum machine only replaced the bad drummers. The same will be true for Robo-Advisors. Make sure you are prepared.
Bachrach & Associates, Inc. is presenting a new live webinar series made up of 5 live webinars personally conducted by Bill Bachrach. These webinars are focused on the current market trends and issues that Financial Advisors are facing right now all over the world including Robo-Advising, Fixed-Fee for Advice, Transparency and how to generate more business revenue now AND in the next 10-20 years.
Learn more or enroll at www.billbachrach.com/elevate