‘Video’ Archive

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

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

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: www.peopleskillsnetwork.com

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 www.peopleskillsnetwork.com. Use Promo Code BAI1K to receive $1,000 off tuition.

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

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

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 www.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.

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: https://peopleskillsnetwork.com/results/

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

The Relationship Bridges

“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.

Continue Reading

How to Speak the “Language of Trust”

PeopleSkills_LogoNew_1What’s more vital to your success and happiness as a Financial Advisor, your technical skills or your people skills? Tough question? Not really. It’s your people skills. Hands down. No contest.

How do you know that your people skills are more crucial to your success and happiness as a Financial Advisor than your technical skills? 1) It is your people skills that get you hired in the first place. 2) Everything technical can be outsourced or delegated and nothing “people” can be outsourced or delegated.

You can hire technical experts to write the financial plan, do the asset allocation, manage the money, assess risk and recommend appropriate insurance, do the tax planning and prepare the tax returns, and do the legal work.

But none of your people skills can be outsourced. You can’t hire someone else to be charming for you, ask good questions, listen with empathy, be trustworthy, build rapport, give advice with confidence, provide leadership, and hold people accountable to implement.

bigstock-Communications-607298I’m not suggesting that you can be a financial moron and be a successful financial advisor. What I am suggesting is that you invest more time in your people skills than your technical skills because it’s your people skills that get you in front of prospects and your people skills that get you hired. It’s your people skills that manage your clients’ expectations. It’s your people skills that help you help your clients manage their emotions during turbulent times. It’s your people skills that generate referrals and convert referrals into clients.

Continue Reading

(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.

(VIDEO) How to Become a Trusted Financial Advisor

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 info@billbachrach.com or call 619-255-4888 if you wish to learn more.

Be In the Top 1% of Financial Advisors Worldwide

www.billbachrach.com

(VIDEO) Elevate Web Series – Webinar #1 How to Overcome Robo-Advising

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 info@billbachrach.com or call 619-255-4888 if you wish to learn more.

Be In the Top 1% of Financial Advisors Worldwide

www.billbachrach.com

Create A Compelling Vision for Your Ideal Life

ideal_lifeThis business is a great business. Regardless of markets, economics, politics, regulations, or world events, you are in a profession where you control your destiny. People always need advice about their money. It’s a great business for at least 3 reasons:

  • Ideal Life Income.
  • Time freedom.
  • Helping people.

Watch a segment from one of Bill Bachrach’s keynote speeches (6 mins.) and complete the exercise to start building Your Ideal Life today. After you complete the exercise, share the exercise with your wife, husband, kids, mother, and father; whoever can benefit from such an eye-opening exercise. Your Ideal Life is not something that is unattainable or something that needs to happen later in life. First, you need to create a compelling vision of Your Ideal Life and we can help. Take 6 minutes, watch this keynote and complete the exercise.

Watch Bill’s keynote 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 info@billbachrach.com or call 619-255-4888 if you wish to learn more.

Be In the Top 1% of Financial Advisors Worldwide

www.billbachrach.com

(VIDEO) Don’t Be A Drum Machine. Be Like Neil Peart.

The drum machine only replaced the bad drummers. The same will be true for Robo-Advisors. Make sure you are prepared.

www.billbachrach.com/elevate

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

www.billbachrach.com