Category: Webinars

How to Get Your Ideal Clients without Sounding Like Every Other Financial Advisor

December 11th, 2018 by

I’ll let you in on a secret…..

We find ourselves more interesting than anyone else.

Talking only about yourself is a one-way ticket to boring your prospects. But you’ll see Financial Advisors being guilty of this all the time.

So, why is it that when Financial Advisors talk to a potential client for the first time, they talk about themselves for much longer than they should?

It boggles my mind that’s how they think they’ll win over the business of their ideal clients. They don’t let the prospect say a word.

‘Being interested is more important than being interesting”  Ann Landers.

Today, you’ll learn you how to win over high-value(dollar) clients without coming across as a total sleazebag.

Before we get into that, think about your best clients. The ones that make you the most money and give you the most satisfying feeling.

You might recall meeting them in various situations like charity events, networking, and other social events.

It wasn’t a planned meeting; it was spontaneous. How do we make the most of those situations?

If you meet someone who would make a perfect client, you need to ask the right questions.

Please don’t ask them tedious and superficial, ‘Hey how’s the weather?’ Type of questions. You’re going to put them to sleep. You’re a Financial Advisor, not a sleep doctor.

Your questions should get them talking about something that’s meaningful to them. One question you can ask is, ‘Tell me something good that’s happening in your world today?”

Short and sweet but very useful. This question elicits a positive emotional state no matter how bad the other person’s day is. They might talk about:

  • Something fun they did this weekend.
  • Something great that’s happening in their family, maybe a marriage or a childbirth.
  • A new fitness program they’ve stated that they wanted to brag about to anyone who’d listen.

Nothing puts a smile on a face faster than being able to talk about something that matters. Additionally, you could ask questions about any of the following categories to get a similar result:

Friends, family, fitness, fun, faith, career, philanthropy and passion.

Guess what? No one wants to talk money and assets with a person they just met. But they’d love advice from a person they like (and they trust).

Building this rapport gets you into the door and is the first building block toward a profitable relationship.

Well, tailored questions build rapport and help get your foot into the door.

The best way to get good at this is to practice. Next time you want to spark up meaningful conversation ask a sincere question.

Watch their eyes light up, like a thirst they hadn’t quenched in years.

If you want clients to more quickly trust you, hire you, move all their money to you, implement the advice from your planning process, and introduce you to everyone they know… you need to have strong communication skills. Join me on my December 12 LIVE web training at 11:00am PT / 2:00pm ET to find out how to do this.

To reserve your seat NOW, go to https://youradvisorroadmap.lpages.co/communication-12-12-18/.  

 

Every Financial Advisor on the planet should be doing this.

December 8th, 2018 by

“Listening to recordings of a potential client interviews has been the most valuable professional development experience of my entire career”Mike T.

Do you know how the best Football players in the world stay at the top? Well, they don’t do it by guessing what they did, they do it by watching exactly what they did.

They have entire facilities like these dedicated to watching game footage.

Like the best football players, many successful Advisors record their meetings.

Now, I understand that you might be a little hesitant at first to try this out. It’s new territory, and it’s a bit uncomfortable taking the first step.

I completely get it; there’s nothing more painful than listening to a recording of yourself. Being under the microscope is terrifying.

But if you’re not recording yourself, you are:

  • Not making as much money as you should be. If you listen to your recordings, you can learn from your mistakes and get better. That’s how you command the best fees.
  • Not getting the ‘cream of the crop’ clients you deserve. There’s no way to know why clients don’t choose you until you hear it for yourself.
  • Missing out on details that can come back to bite you. Notes can only take you so far; there’s nothing like having a recording of your interaction, and compliance loves it too.

So, how do you get started? If you’re like most FA’s out there, you’re terrified to tell a prospective great client that you are going to record the meeting.

What if they say no?

Will I lose this potential great client?

Don’t worry, I’ve got you covered. I’ll share with you the script all my students use to have client’s opt-in for a recorded session. Here it is: 

“In addition to asking lots of questions and taking copious notes, we’re also going to record this session. And the reason that we record, is because we’re very thorough. 

Do you know how you can watch a movie a second or third time and see things you didn’t see the first time?

[PAUSE and wait for them to respond] 

Well, your financial life is more important than a movie. So, should we decide to work together, my team and I will listen to this recording once more. That way we can make sure our advice is just right for you.” 

That’s how you turn an awkward conversation in a strength and another reason for your client to trust you.

If you’ve been reading up to this point, you probably want to start recording right away. Before you start using your phone to record – hold on.

You need to know how to use your recordings. If you’re going to spend that much time going over your game footage, you want to make sure you get something out of it.

Here’s what I want you to do. When you listen to your recordings make sure to note the following:

  1. What are two things that I did well?
  2. What’s one thing I can do to improve?

You’ll be able to zero in on both your strengths and your weaknesses. You’ll be able to formulate a personal game plan on how to be a better communicator (and an even better Financial Advisor).

If you can make recording your sessions a habit, you’ll be able to get more out of every client and prospect meeting.

You’ll get more clients wanting to do business with you and who let you handle ALL their investments.

Not to mention, refer all their wealthy friends to you.

If you’d like to discover exactly what to say and what NOT to say in order to attract and retain the clients you really want, you’re invited to attend the free web training on December 12 at 11:00am PT / 2:00pm ET.

Register now by going to https://youradvisorroadmap.lpages.co/communication-12-12-18/.

 

The Key to Getting More and Better Clients

December 6th, 2018 by

If you want clients to trust you, hire you, move all their money to you, implement the advice from your planning process, keep working with you in any market or economic conditions, and introduce you to everyone they know… you need to have strong communication skills.

Words matter a lot. What you say, how you say it, and when you say it can make all the difference in the world to your success or failure.

If you’d like to know exactly what to say and what NOT to say in order to attract and retain the clients you really want, you’re invited to attend a free webinar training with Bill Bachrach on December 12 at 11:00am PT / 2:00pm ET.

When you learn to speak the language of trust you can create relationships where people trust you enough to do business with you in a fairly short period of time.

Everyone has an imaginary “trust dial” embedded in their subconscious mind. Everything you say and do moves the needle on their trust dial in one direction or the other.

What moves the trust dial most effectively is an emotional connection that comes from understanding who people are and what’s truly important to them.

Join us for this free web training and discover how to speak the language of trust, so you can move the needle “trust dial” in the right direction, on-purpose. As a result, your clients will get more value and you will generate more revenue from planning fees, advice fees, AUM, and insurance and annuity business.

Register right now by going to https://youradvisorroadmap.lpages.co/communication-12-12-18/

The Key to Getting More and Better Clients

November 6th, 2018 by

If you want clients to trust you, hire you, move all their money to you, implement the advice from your planning process, keep working with you in any market or economic conditions, and introduce you to everyone they know… you need to have strong communication skills.

 

Words matter a lot. What you say, how you say it, and when you say it can make all the difference in the world to your success or failure.

 

If you’d like to know exactly what to say and what NOT to say in order to attract and retain the clients you really want, you’re invited to attend a free webinar training with Bill Bachrach on November 8 at 11:00am PT / 2:00pm ET.

 

When you learn to speak the language of trust you can create relationships where people trust you enough to do business with you in a fairly short period of time.

 

Everyone has an imaginary “trust dial” embedded in their subconscious mind. Everything you say and do moves the needle on their trust dial in one direction or the other.

 

What moves the trust dial most effectively is an emotional connection that comes from understanding who people are and what’s truly important to them.

 

Join us for this free web training and discover how to speak the language of trust, so you can move the needle “trust dial” in the right direction, on-purpose. As a result, your clients will get more value and you will generate more revenue from planning fees, advice fees, AUM, and insurance and annuity business.

 

Register right now by going to https://youradvisorroadmap.lpages.co/communication-11-08-18/

I’ll let you in on a secret……

October 31st, 2018 by

We find ourselves more interesting than anyone else.

 

Talking only about yourself is a one-way ticket to boring your prospects. But you’ll see Financial Advisors being guilty of this all the time.

 

So, why is it that when Financial Advisors talk to a potential client for the first time, they talk about themselves for much longer than they should?

 

It boggles my mind that’s how they think they’ll win over the business of their ideal clients. They don’t let the prospect say a word.

 

Think about your best clients. The ones that make you the most money and give you the most satisfying feeling.

 

You might recall meeting them in a situation like the ones you see below.

 

It wasn’t a planned meeting; it was spontaneous. How do we make the most of those situations?

 

If you meet someone who would make a perfect client, you need to ask the right questions.

 

Please don’t ask them tedious and superficial, ‘Hey how’s the weather?’ Type of questions. You’re going to put them to sleep. You’re a Financial Advisor, not a sleep doctor.

 

Your questions should get them talking about something that’s meaningful to them. One question you can ask is, ‘Tell me something good that’s happening in your world today?”

 

Nothing puts a smile on a face faster than being able to talk about something that matters.

 

Guess what? No one wants to talk money and assets with a person they just met. But they’d love advice from a person they like (and they trust).

 

If you want clients to more quickly trust you, hire you, move all their money to you, implement the advice from your planning process, and introduce you to everyone they know… you need to have strong communication skills. Join me on my November 8 LIVE web training at 11:00am PT / 2:00pm ET to find out how to do this.

 

Click the link here to reserve your seat NOW => https://youradvisorroadmap.lpages.co/communication-11-08-18/

Do you want to work less and make MORE?

September 27th, 2018 by

If the answer is YES or DUH…, then let Bill show you how you can do it!

Chances are very high that your current approach to client acquisition practically guarantees that you will work too many hours, for too little money, and for too many of the wrong clients.

Ironically, most Advisors want exactly the opposite: more money, less hours, and more of the right clients.

  1. More Money.
  2. Fewer Hours at the Office.
  3. Fewer Clients (but HIGH DOLLAR clients)

Bill Bachrach will share case studies, stories, and examples of what the best Advisors do well and what most Advisors are doing wrong.

In order to work fewer hours, acquire the RIGHT clients, and make more money, join us LIVE for this training session on October 9 by clicking this link. https://youradvisorroadmap.lpages.co/clientacquisition-10-09-18/.

Join Bill on this powerful training session to help you accelerate your results, so you can stop working too many hours, for too little money, and with too many of the “wrong” clients.

Income seldom exceeds personal development.―Jim Rohn

When you attend the LIVE training, you will have access to a special and valuable BONUS you only get when you show up for the LIVE webcast. We know how busy you are and how easy it is to register and then get distracted by something else when the time for the online training rolls around, so here’s an incentive for you to carve this event into your schedule in stone.

The bonus training video includes the 5 key habits of top Advisors who build businesses with 50 or fewer clients who each pay them $36,000 per year, or more. Whether you want to build a business exactly like this or not, these 5 key habits will help you build a stronger, better, and smarter business.

Show up for the Master Client Acquisition web training and Claim Your Bonus Training Video.

 

Would you like to know how to get the clients you REALLY want?

September 25th, 2018 by

Do you have a process for attracting the type of clients you REALLY want to be working with?

If YES, could that process be even better, so you more quickly get even better results?

If NO, you need one!  Otherwise, you’ll get caught up in the cycle of working too many hours, for too little money, and serving too many of the wrong clients!

Join Bill Bachrach on October 9 at 11:00am Pacific / 2:00pm Eastern for a FREE LIVE TRAINING, Client Acquisition Mastery in the World of Digital Advisors and Disruptive Technology.

Don’t Miss Out and Claim Your Spot for The Free Training Now!

The industry is changing to become totally transparent, let me be totally transparent with you right now.

Most Advisors say they work too many hours, for too little money, and with too many of the wrong clients.

More importantly, this problem will NOT fix itself.

In a survey we recently conducted,

  • 93% of Advisors say they need or want to make more money,
  • 83% say they want to work fewer hours per week and take more REAL vacation every year, and
  • 98% say they would like to have a smaller total number of clients who each pay them more.

If this is you, claim your spot for our FREE Training on October 9 at 11am Pacific Time / 2pm Eastern Time!

If you have a sincere desire to work less, get paid more, and work with the ‘right’ clients, you want to attend this free training.

In addition to getting the most clear and concise definition of “client acquisition” you’ve ever heard, Bill will answer the following questions:

  1. Who should be your target client and why?
  2. Why is it easy to “steal” (rescue, as we like to call it) the best clients from established advisors?
  3. What’s the BIG mistake that most advisors make and what to do about it?
  4. What are the keys to successful Client Acquisition, like where to find higher-net-worth prospects and convert them to clients.

Bill also shares case studies, stories, and examples of what the best advisors do well and what most advisors are doing wrong.

In order for you to work fewer hours, acquire the RIGHT clients, and make more money so you can improve your qualify of life, join Bill Bachrach “LIVE” for this training session.

Claim Your Spot for The Free Training Now!

Join us for  this powerful training session to help you accelerate your results.

 

Would you like to know how to get the clients you REALLY want?

September 5th, 2018 by

Do you have a process for attracting the type of clients you REALLY want to be working with?

If YES, could that process be even better so you more quickly get even better results?

If NO, you need one!  Otherwise, you’ll get caught up in the cycle of working too many hours, for too little money, and serving too many of the wrong clients!

Join Bill Bachrach on September 11 at 11:00am Pacific / 2:00pm Eastern for a FREE LIVE TRAINING, Client Acquisition Mastery in the World of Digital Advisors and Disruptive Technology.

Don’t Miss Out and Claim Your Spot for The Free Training Now!

The industry is changing to become totally transparent, let me be totally transparent with you right now.

Most Advisors say they work too many hours, for too little money, and with too many of the wrong clients.

More importantly, this problem will NOT fix itself.

In a survey we recently conducted,

  • 93% of advisors say they need or want to make more money,
  • 83% say they want to work fewer hours per week and take more REAL vacation every year, and
  • 98% say they would like to have a smaller total number of clients who each pay them more.

If this is you, claim your spot for our FREE Training on September 11 at 11am Pacific Time / 2pm Eastern Time!

If you have a sincere desire to work less, get paid more, and work with the ‘right’ clients, you want to attend this free training.

In addition to getting the most clear and concise definition of “client acquisition” you’ve ever heard, Bill will answer the following questions:

  1. Who should be your target client and why?
  2. Why is it easy to “steal” (rescue, as we like to call it) the best clients from established advisors?
  3. What’s the BIG mistake that most advisors make and what to do about it?
  4. What are the keys to successful Client Acquisition, like where to find higher-net-worth prospects and convert them to clients.

Bill also shares case studies, stories, and examples of what the best advisors do well and what most advisors are doing wrong.

In order for you to work fewer hours, acquire the RIGHT clients, and make more money so you can improve your qualify of life, join Bill Bachrach “LIVE” for this training session.

Claim Your Spot for The Free Training Now!

Bill is looking forward to having you join him on this powerful training session to help you accelerate your results.

 

 

Do you want more clients?

July 17th, 2018 by

The responses from our recent advisor surveys indicate that this is true:

  • 93% of Advisors say they need or want to make more money.
  • 83% say they want to work fewer hours per week and take more REAL vacation every year
  • 98% say they would like to have a smaller total number of clients who each pay them more.

Is this you?

Chances are very high that your current approach to client acquisition practically guarantees that you will work too many hours, for too little money, and for too many of the wrong clients.

Ironically, most Advisors want exactly the opposite: more money, less hours, and more of the right clients.

1. More Money.
2. Fewer Hours at the Office.
3. Fewer Clients (but HIGH DOLLAR clients).

If this applies to you, enroll yourself in this complimentary, LIVE training session with Bill Bachrach on July 24 (https://youradvisorroadmap.lpages.co/clientacquisition-7-24-18/).

In addition to getting the most clear and concise definition of “client acquisition” you’ve ever heard, in about an hour, you will discover the answers to 4 vital questions: 

1. Who should be your target client and why?
2. Why is it easy to “steal” (rescue, as we like to call it) the best clients from established Advisors? 
3. What’s the BIG mistake that most advisors make and what to do about it?
4. What are the keys to successful Client Acquisition, like where to find higher-net-worth prospects? 

In order to work fewer hours, acquire the RIGHT clients, and make more money, join Bill LIVE on July 24 for this training session by clicking the below link or going to https://youradvisorroadmap.lpages.co/clientacquisition-7-24-18/.

Bill is looking forward to having you join him on this powerful training session to help you accelerate your results.

Note: When you show up on this live event, you will receive a special bonus to help you create your ideal business and life.

 

Are You Sick and Tired of Being Sick and Tired?

May 17th, 2018 by

If you are sick and tired of being sick and tired, join Bill Bachrach’s LIVE online training where you will discover the answers to 4 vital questions:

 

  1. Who should be your target client and why?
  2. Why is it easy to “steal” (rescue, as Bill likes to call it) the best clients from established advisors?
  3. What’s the BIG mistake that most advisors make and what to do about it?
  4. What are the keys to successful Client Acquisition, like where to find higher-net-worth prospects?

 

Not only will you get the answers to these questions, Bill also shares case studies, stories, and examples of what the best advisors do well and what most advisors are doing wrong.

 

In order to work fewer hours, acquire the RIGHT clients, and make more money, so you can improve your quality of life, join us LIVE for this training session. Register at: https://youradvisorroadmap.lpages.co/clientacquisition-5-24-18/.

 

Note: Too little money, too many work hours, and too many of the wrong clients didn’t happen by accident. This problem will NOT fix itself.