Category: Referrals

How would YOU feel if someone did this to you?

November 28th, 2018 by

How would you feel if someone gave you consistent (and free) quality life advice?

I’m sure you’d really appreciate it, right? Well, this is exactly what you can provide for your clients or prospective clients, with the Values-Based Quality of LifeNewsletter

This newsletter will give your clients advice that goes beyond their bank account and financial future:

It addresses the key areas that help people live their best quality of life, including physical health, relationship health, and even career health.

I don’t know about you, but I’d be delighted to receive this kind of quality advice, on a consistent basis.

And that’s exactly how your clients will feel when you gift them this newsletter. After all, isn’t great customer service all about delighting your customers?

Once your clients or prospective clients see that you care about them beyond the financial services you’re charging them for, they’ll be more willing to open their hearts to you and spread the word about your business.

Hundreds of happy Advisors everywhere are already enjoying the benefits that come with this act of goodwill—you, too, can use this simple strategy to ensure YOUR business success.

Ready to get started?

Click the link below to discover more about the Values-Based Quality of Life™ Newsletter and to see if it’s a right fit for your business.

“The comments we get about the Quality of Life newsletter from our clients is very positive. One comment we get the most is, “It’s the one thing I read every month.” This is one reason why we have been sending out this non-financial newsletter for at least 11 years.”  – Greg C.


Quickly Build an Ideal Client Community so You can Enjoy Your Ideal Business and Life

June 27th, 2018 by

The strategy is very simple: create a vision for your ideal life by defining your ideal business and developing your very clear ideal client profile. Then convert some of your existing clients into ideal clients and acquire more ideal clients, by referral only, from your existing ideal client referrals.

That’s the strategy, no need for a long strategic planning conference where some high paid consultant takes you through some onerous process. Simple. Elegant. Perfect.

And then you implement the tactics, which are complete, proven, and ready to go in our repeatable processes.

What you need to make that happen are repeatable processes that are proven to work for scheduling meetings with your existing clients, creating a very compelling experience, that will inspire them to want to upgrade and become a member of your ideal client community, and the ability to deliver on a comprehensive, holistic client value promise. Notice, I called it a promise… Not a proposition. Propositions are for hookers and John’s not for financial advisors and their clients. Then of course you need a repeatable process for generating referrals, warm introductions, and following up effectively, so some of the referrals come in for a meeting and then become Ideal clients.

The glue that makes it all work are your people and communication skills.

You can learn and master everything you need to build a better business, deliver more value for your clients, and generate all the money you need to live a fabulous quality of life by becoming a member of The AdvisorRoadmap Virtual Training Platform community.

If you want to, as quickly as possible, build an ideal client community as the foundation for your ideal business so you can live your idea life, then the first step is for you to invest the whopping sum of 900 bucks and join the AdvisorRoadmap Community. Check out all that is included by going to,

4 Characteristics of Great Opening Questions

August 9th, 2016 by

people at dinner partyThe 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: (more…)

[VIDEO] Ask yourself…Are you confident in the future?

March 2nd, 2016 by

Ask yourself…Are you confident in the future? In the new world of the DOL Fiduciary Standard, Robo-Advisors and other industry disruptions, it’s possible for you to not only survive, but to THRIVE!

How? By focusing on the key areas that you can control and develop the skills and confidence needed to acquire high net-worth clients in any market and effectively manage yourself and your business. You control your client acquisition process and activities. You control the value you deliver to each client. You control how you lead your team and your business. You control how you manage your time and set your priorities. You control your quality of life and work / life balance.

Watch this two minute video and find out how to learn a 30-year proven process that’s completely turn-key for only $50 / month from Bill Bachrach.

Learn more or join the AdvisorRoadmap Community today.

(VIDEO) It’s Not About Retirement Planning Anymore, It’s About Life Planning: Increase Your Revenue By Improving Your People Skills

October 22nd, 2015 by

Kevin Knull, David Bach and Bill Bachrach discuss why people skills for financial professionals are more important than ever to succeed right now and in the next 5, 10, 20 years. In today’s world, it’s not about retirement planning, it’s about life planning.

Learn more about how to embrace technology and double down on your people skills here:

Bill Bachrach has teamed up with MoneyGuidePro® and FA Magazine to present a 3-Day Workshop & Online Course, Mastering the Art of Client Acquisition & Business Development: The 7 Critical Conversations to Building a Seven-Figure Financial Advice Business.

A 3-Day Workshop + Online Course. Earn 16.5 CE Credits. Register at Use Promo Code BAI1K to receive $1,000 off tuition.

November 13th – 15th, 2015 in Atlanta, Georgia.

What If There’s No App For That

October 13th, 2015 by

no-appI love the modern world. I love the computer, transportation, TiVo, and my iPhone.

Perhaps one of the reasons technology is so quickly embraced by us human beings is because we struggle to delay gratification. We spend more than we earn to live a lifestyle we can’t really afford, we get duped into believing we can get rich quick and without risk, we waste billions of dollars a year on fad diets that promise weight loss without effort, and we do the same with fitness equipment and programs that promise to make us fast and strong without breaking a sweat. Most of us joined the Financial Services industry, in part, for the unlimited income and total time freedom.

The “app” is the ultimate promise of instant gratification. Just download the app and you’ve got a way to do something you want done right now. It’s very cool. I love apps! Wouldn’t it be great if there was an app for everything? Need referrals instantly? There’s an app for that! Need to execute a brilliant client interview right now? There’s an app for that! Need to know the right advice to give a client so they achieve their goals for a meeting in 10 minutes? There’s an app for that! Need to hire a great assistant tomorrow? There’s an app for that! Need to know what to say to engage strangers at a social or business networking event so they want to meet you for business tomorrow? There’s an app for that! Need more confidence to build your business? There’s an app for that! Need to know how to get wealthy people to trust you with all of their money? There’s an app for that! And of course they are either free or only 99 cents and there is very little effort involved in using them and the results are guaranteed.

Sorry. I was being tongue in cheek to make a point. Of course, there are no apps for these things because not everything can be taken care of with an app.

What technology can’t change, not even the brilliance of the iPhone or the iPad or the many apps, is the fact that there are universal laws and principals that govern real and lasting success in life and in business. No matter how cool the technology becomes there will never be an app for those things that require mastery.

This is good news and bad news.

The bad news is that there is no app for that.

The good news is that there is no app for that.

There’s no app that will make you a black belt martial artist. Becoming a black belt will require a good instructor, lots of practice time, commitment, implementation in the real world, and dedication over several years.

Scratch golf? Sorry, no app for that.

Triathlete? Sorry, no app for that.

Tennis? Sorry, no app for that.

Guitar? Sorry, no app for that.

Piano? Sorry, no app for that.

Successful businessperson? Sorry, no app for that.

Good Spouse? Sorry, no app for that.

Good Parent? Sorry, no app for that.

Engineer? Sorry, no app for that.

Doctor? Sorry, no app for that.

Lawyer? Sorry, no app for that.

Mechanic? Sorry, no app for that.

Cop? Sorry, no app for that.

Firefighter? Sorry, no app for that.

Financial Planner or Advisor? Ditto. No app. Bummer.

There’s no app for conducting brilliant client interviews, effective implementation and progress meetings, asking for referrals, making follow-up calls, building the administrative and technical expert team to help you serve your clients. It’s all do-able, but there is no shortcut or silver bullet to produce results at the most important things in business and in life.

There’s no app, but there is a formula: a good instructor, lots of practice time, commitment, implementation in the real world, and dedication over several years.

The flip-side is that most Financial Advisors waste years, even decades, seeking and trying to circumvent a truth that cannot be escaped: there’s no app for lasting success. No shortcut. No silver bullet.

How is this good news? If you are one of the few who are actually willing to do the work, over time, to build these skills you have a distinct and substantial advantage over what will no longer even be called the “competition.” Embark on the Master’s journey and you will acquire all the Ideal Clients you need to generate all the business revenue to cover your expenses, pay your taxes, and have all the net income you want for a great present lifestyle, and all the money you need to fund your future goals and financial independence.

What does a Financial Advisor need to master in order to build a successful business? Just 6 things.

Client Service Mastery. Help your clients get their entire financial house in perfect order and keep it that way forever. This starts with the implementation meeting, which is the first meeting after you’ve been hired, and cycles through 3 meetings per year to help your clients keep their financial house in perfect order.

Click Here To Continue Reading, “What If There’s No App For That.’

Upcoming Webinars

Webinar #1: Introduction Webinar for Mastering the Art of Client Acquisition and Business Development

Date & Time: Thursday, October 15th at 11:00am PDT – Learn More / Register

Webinar #2: A Casual Conversation with David Bach

Date & Time: Wednesday, October 21st at 12:30pm PDT – Learn More / Register

If you cannot make a live webinar but would like to watch the replay, go ahead and register and we will send you a webinar replay link shortly after the live presentation.

(VIDEO) Why You Cannot Afford to Miss This Workshop & Online Course with David Bach, Kevin Knull and Bill Bachrach

October 8th, 2015 by

Bill Bachrach has teamed up with MoneyGuidePro® and FA Magazine to present a 3-Day Workshop & Online Course, Mastering the Art of Client Acquisition & Business Development: The 7 Critical Conversations to Building a Seven-Figure Financial Advice Business.

A 3-Day Workshop + Online Course. Earn 16.5 CE Credits.

Register at 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.

Who Are the Keynote Speakers?

Kevin Knull, President of MoneyGuidePro® – As the president of MoneyGuidePro®, Kevin has a unique perspective on the action-able data that will help you make better business decisions and elevate the value of your client experience. In this session you will discover why and how being a great financial planner is also great for business.

David Bach, 9 Times New Work Times Best Selling Author / Expert Financial Services Marketer – You will learn how you can grow your business applying the same “people skills” that David used to become a 9x best-selling author, making over 100 appearances on the Today Show as their go-to financial guy, and appear 6 times on Oprah.

Bill Bachrach, Chairman & CEO of Bachrach & Associates, Inc. – Bill Bachrach has 27-year track record of training the best financial advisors in the world and those who aspire to be as measured by value delivered to the client, financial success, and quality of life. Hall of Fame speaking skills and humor combined with practical content that consistently produces excellent results have made him a popular resource for advisors who choose to be the best.

What Will Be the Result of Registering?

You will more effectively engage higher net-worth prospects, more rapidly convert prospects to clients, inspire clients to consolidate all of their business with you and get more referrals. In short, you will generate more revenue and grow your business more than you’ve ever thought possible. Don’t believe us? Check out just a few of our success stories here:

Register or learn more at Make sure to use Promo Code BAI1K to receive $1,000 off tuition during registration.

7 Critical Conversations

October 6th, 2015 by

How-to-Measuring-IngredientsThere are vital ingredients necessary to engage people in the conversations that turn leads into prospects, prospects into clients, and clients into people who take action on your advice and refer you to their friends, family, and colleagues.

These vital ingredients are easy to understand but hard to master.

Let’s first examine the vital ingredients, The 7 Critical Conversations.

Critical Conversation #1: Mastery of the first conversation.

Every future Ideal Client relationship starts with a stranger. However you choose to prospect and market, your ability to engage strangers is critical to your success.

How do you engage a person or couple, in any situation or environment, in a way that inspires them to want to talk to you again without coming across like a schmucky financial salesperson trolling for business?

This is a skill that anyone who is dedicated can master. It’s about asking the right questions, listening with empathy, hearing what’s most meaningful, important, significant, and compelling to them, and then being able to make an offer to take a simple first step that’s relevant FOR THEM.

Critical Conversation #2: Mastery at scheduling the appointment.

How do you inspire people, both spouses, to come to your office with all of their financial documents? Given all the demands on their time and all of their options for getting financial education, information, advice, and products… what will be the reason they agree to take the time to get their financial documents together, carve time out of their busy work schedules or retirement activities to come see you?

It won’t happen by accident. It’s a skill that can be mastered. Scripted, practiced, and executed in the real world.

CRITICAL-CONVERSATIONSCritical Conversation #3: Mastery at opening the first face-to-face meeting is vital.

People have embedded in their subconscious minds an imaginary trust dial. And everything you say and do moves the needle on the trust dial one direction… or the other. We’re talking about the first 45 to 60 seconds. It HAS to be scripted. It has to be scripted word for word and you have to practice those words over and over and over again until you are brilliantly effective. Not just at delivering the words, but with the right tonality, the right facial expressions, and with a totally trustworthy way of being.

Do you remember that scene from the movie Jerry McGuire where Renee Zelweiger’s character said, “You had me at hello?” That’s your goal: to have them at hello.

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 their 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 their goals without laying an emotional foundation of why they want what they want. The skill to set this emotional foundation is crucial. Why always precedes what.

Continue Reading the 7 Critical Conversations.


The Relationship Bridges

September 21st, 2015 by

“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.

September 18th, 2015 by

Mastering the Art of Client Acquisition and Business Development: The 7 Critical Conversations to Building and Maintaining a Seven-Figure Financial Advice Business

MoneyGuidePro-LogoMoneyGuidePro® 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 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.

About MoneyGuidePro®

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,