‘Video’ Archive

The Academy Experience: Importance of Role Playing

How often do you role-play your initial client interview and get valuable feedback from a professional coach and your peers? Our Trusted Advisors do this four times a year for six straight days at the Bachrach & Associates, Inc. Academies.

To learn more about Bachrach & Associates, Inc. visit: www.billbachrach.com/top-financial-advisor-training

Financial Advisor Magazine Bill Bachrach Two Bridges Article – Part 1

The above video and below text is from the website, Perfect Client reviewing Bill Bachrach’s article, ‘Crossing the Relationship Bridges.’ It’s always nice to hear others giving us a review about our work and how we train the top Financial Advisors in the world, and those who aspire to be. Enjoy!

*We will be doing a 3 part series on the article “Two Bridges” by Bill Bachrach in Financial Advisor magazine.

According to Bill Bachrach, there exist two bridges for clients.

For the first bridge, on one side, clients like you and trust you enough to do some business with you. On the other side of this first bridge, clients trust you so much they give you all of their business.

For the second bridge, on the other side, clients do all their business with you AND they introduce you to their friends, family and colleagues. This entails a very high level of trust since they are risking their relationships by referring you.

But, the key here is getting your clients to cross the bridge. By crossing the bridge, your clients are making a statement about you. You have done the work to make them come to you. Now, how do you get clients to cross the bridge? In this blog post and video, we cover Bill Bachrach’s first two strategies.

1) Don’t be in relationship denial.

As an advisor, you have to come to terms with the fact that some of your very best clients may have money with other advisors.

2) Elevate your client value using these four words:

Visual: Make everything you create visually interesting.

Engage: Engage all parties about their future and the financial decisions needed to make that future a reality.

Compelling: Make every recommendation more compelling.

Experiential: Improve the experience of working with you and every human and non-human element of your process.

But, we believe Bill Bachrach is not addressing a critical piece of the puzzle.

You have to develop the relationship first or else none of these strategies matter. Without a strong and trusting relationship, there is no way you can get your clients to cross these bridges.

Lastly, who are you developing this relationship with? Who exactly do you want to cross these bridges? At Perfect Client, we develop relationships with centers of influence, in most cases CPAs, which provides the benefit of strategic leverage. When you do that, the CPAs’ best clients are going to cross the bridge with them.

Stay tuned for part 2 and 3 of this series!

Crossing the Relationship Bridges

Take a sneak Peak into the Webinar Series with Bill Bachrach. View this clip from the first webinar in the series titled, ‘Crossing the Relationship Bridges’.

It’s not too late to enroll! If you wish to learn more about this 5-part Webinar Series with Bill Bachrach or to enroll, please visit: www.billbachrach.com/thrive.

Dan Talks About Overcoming Fees With Clients And Building Trust

Are you worth your weight in gold to your clients? Listen to this inspirational story from Dan, one of our Trusted Advisors and how he overcame the fear of charging such a high fee to his clients. Money follows value delivered to the client.

Does Dan’s success story resonate with you, talk to Bachrach! Contact us (858)558-3200 or schedule your Business Accelerator Meeting at http://bit.ly/1BvQtCG

Debbie Sets Goals That Once Seemed Impossible

We love sharing success stories of our Trusted Financial Advisors! Watch Debbie discuss setting and reaching goals that once seemed impossible or just a dream!

Does Debbie’s success story resonate with you, talk to Bachrach! Contact us (858)558-3200 or schedule your Business Accelerator Meeting at http://bit.ly/1BvQtCG

What Has Financial Training Done For You?

Watch these Financial Advisors share their whole story in the videos to follow.

Learn more about the program at:
http://www.billbachrach.com/top-financial-advisor-training/

Get Started At:
http://www.billbachrach.com/business-accelerator/

(VIDEO) Cut Off Distractions!

How can you be a more successful Financial Advisor? Cut off distractions! Seems easier said than done, right? NO!

Listen to Bill Bachrach discuss ways to avoid the distraction-producing machine that overwhelms the financial services industry. Bill provides single, simple, doable things that the most successful Financial Advisors are doing to not only avoid distractions, but to grow their business and distinguish themselves from the competition.

If you are a Financial Advisor interested in growing your business and building your Ideal Life, Bachrach & Associates, Inc. offers a free 60-minute consultation to help you build an effective business plan so you can rise above the competition! To schedule this, visit www.billbachrach.com or call (858)558-3200.

If you are interested in hiring Bill Bachrach to speak at your next conference, please visit www.billbachrach.com/speaker.

(VIDEO) If Comfort Is Your Goal, Success Is Not In Your Future!

Watch the video below to hear an important message from Bill Bachrach that will help you achieve your goals so you can build your Ideal Life by building an Ideal Business with Ideal Clients.

To find out how we can help you achieve the above, schedule your complimentary appointment today! To schedule this, visit www.billbachrach.com or call (858)558-3200.

If you are interested in hiring Bill Bachrach to speak at your next conference, please visit www.billbachrach.com/speaker.

(VIDEO) Get Satisfied With Your Results From Your Initial Client Meetings

Watch one of our Trusted Financial Advisors discuss the benefits of implementing Values-Based Financial Planning™ and the Financial Road Map®.

One of the major benefits is that a Trusted Financial Advisor will feel more satisfied with the results from initial client meetings in terms of maximizing your planning or advice fee, all while adding more value to the client.

Other benefits discussed in this video is that the Financial Road Map® gives more clarity to the purpose of the initial meeting, as well as every client progress meeting once you are hired (Yes, get hired more often and in the first meeting with prospective clients). Additionally, be able to answer the 10 pivotal questions that prospective clients are most likely to ask in the initial meeting.

To find out how we can help you create your Ideal Life by building an Ideal Business with Ideal Clients, schedule your complimentary appointment today! To schedule this, visit www.billbachrach.com or call (858)558-3200

If you are interested in hiring Bill Bachrach to speak at your next conference, please visit www.billbachrach.com/speaker.

(VIDEO) Life Is Difficult

Life is difficult. Once we truly know that life is difficult and we understand and accept it, then life is no longer difficult. Once it is accepted, the fact that life is difficult, no longer matters.

Listen to Bill Bachrach discuss this in further detail and relate it to Financial Advisors interested in growing their business.

Don’t let the difficult things keep you from building an Ideal Business with Ideal Clients and creating Your Ideal Life. It may be difficult, but it’s worth it.

To find out how we can help you create your Ideal Life by building an Ideal Business with Ideal Clients, schedule your complimentary appointment today! To schedule this, visit www.billbachrach.com or call (858)558-3200.

If you are interested in hiring Bill Bachrach to speak at your next conference, please visit www.billbachrach.com/speaker.