‘Video’ Archive

(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

(VIDEO) Increase Your Advice Fee, Generate More Commissions, and Receive More Referrals

Learn how Chris, a Trusted Advisor, increased his predictable fixed-fee, generated more commissions, and received more referrals with the Financial Road Map®.

Get started today by scheduling your Business Accelerator Consultation here or calling us at 619.255.4888.

www.billbachrach.com

(VIDEO) Top Financial Advisor Training

Are you a successful Financial Advisor looking to improve your client value and build a better business? Watch this short message from industry expert, Bill Bachrach.

Sign up today for a 60-minute business consultation with Bill Bachrach and Bachrach & Associates, Inc.? CLICK HERE and fill out the request form or call (858)558-3200.

Bill Bachrach and his team specialize in helping successful Financial Advisors transform themselves into Financial Advisor leaders who work with financially successful clients. They train the best financial advisors in the world and those who aspire to be, as measured by value for the client, financial success and quality of life.

www.billbachrach.com

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