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

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.



Alternative Advice

According to Investopedia, an alternative asset is any non-traditional asset with potential economic value that would not be found in a standard investment portfolio.


This column uses alternative investing as a springboard to explore how alternative client conversations and advice can help distinguish your client value promise from your competitors to increase client loyalty and grow your business. What is alternative advice? Alternative Advice is advice outside of what is considered to be the traditional domain of financial planning or wealth management: tax, money management, estate planning, and insurance.


You will discover 3 aspects of alternative advice: Financial Organization, Identity Theft, and Health.


When is it appropriate to give your clients “alternative” advice? Any time it would be valuable or helpful for them.


Financial organization is the process where you get ALL of your financial documents and data organized and simplified. What would your life be like if all of your account numbers, user IDs, passwords, and security questions for every bank account, credit card, insurance policy, investment account, reward program, passport, driver’s license, computer, tablet, phone, and cell service…virtually everything with a statement and online access…was completely and fully up-to-date and organized? If something happens to you, how easy will it be for your spouse or children to open your computer and find all the docs and access details necessary to keep your life working or transition your financial affairs in the worst-case-scenario? Obviously, getting this done even with a power of attorney would be a nightmare. Where is the password for your computer and the code to open your tablet and mobile phone? Who knows that besides you? Wouldn’t it be amazing to be this financially organized? If financial professionals aren’t this organized, imagine the state of the general population. Even the most financially successful people who pay tens or hundreds of thousands of dollars per year for financial advice are not very financially organized.


On a scale of 1 – 10, one being a total disaster and ten being a perfect example for the world to follow, when it comes to being financially organized, most of the financially successful people I ask say they are at a level five or below. In fact, not a single person I’ve asked has said they are higher than seven. When asked if they would like to be a 10, they always enthusiastically say, “yes!” They often tell me that getting financially organized is a project they’ve been meaning to get to… for many years. Sadly, their financial planners, wealth managers, accountants or any other advisor has never mentioned it or offered to help.


This is the kind of alternative advice and help that elevates your client value and can move the needle on the trust dial in the right direction. Yes, you can charge for getting clients financially organized. And, yes, you can charge annually to “audit” their financial organization and bring everything current. Recurring revenue is not just for AUM. In a world where compensation for financial products and investment management continue to decline, perhaps the next generation of financial professional will be the financial organizer.


Our industry tends to focus an inordinate amount of energy on what can’t be controlled: the market, the economy, politics, and world events. Instead of wasting time having a client conversation about Trump’s latest tweet, have the alternative conversation about financial organization.


The financial organization conversation leads very naturally to the alternative client conversation about identify theft. Do you know anyone who has had their identity stolen? If you do, then you know what a nightmare it is. What do your clients do with all of those paper and digital statements? Where do they store them? Are they secure? How can you help? How valuable would it be for your client to have the maximum identity theft security?


Do all of your clients have a fireproof safe in their home? What’s supposed to go in that safe? How do you know if what’s supposed to be in the safe is actually in the safe? Where is the combination? Where are the back-up documents for everything that’s in the safe? What should be in a safe deposit box instead of the home safe? What documents can be held only electronically and the paper shredded and future paper statements discontinued? Where are their paper account statements? All too often, in an unlocked filing cabinet or desk drawer where the housekeeper, handyman, babysitter, or any other worker has easy access. What kind of shredder do they have and do they use it? I’ve been in a friend’s home office where a stack of sensitive documents is piled next to the shredder in plain sight. When I ask when they will be shredded, their “process” is to shred every week or so. In the meantime, that pile is identity theft nirvana. Are all shredders created equal? Nope. Do you know which shredders do the job and which delight identity thieves? Why not just give every client the best shredder with instructions for use? It’s not a gift like a bottle of wine, it’s a deliverable.


If a fire or other disaster is threatening their home and evacuation is necessary, what physical documents should be taken? That’s a trick question because the answer is NOTHING. All any family should have to worry about is themselves, their family members, their pets, and whatever personal memorabilia they can carry as they evacuate. Why? Because the few original physical documents are protected in the safe or safe deposit box and all digital documents are secure, encrypted, and backed up. Even if they can’t grab their laptop, they’re covered. Or should be, shouldn’t they?


For more information to help you help your clients, check out


What would happen to the quality of your client relationships if you had the alternative client conversation about identity theft and provided this service?


Many financially successful people feel that having money helps them maximize quality of life while they are healthy and provides the money to pay for things that improve their health that health insurance doesn’t cover.  It’s often said about money, “it’s better to have it and not need than to need it and not have it.”


Smart financial advisors work with clients in their 50s, 60s, 70s, 80s, and beyond. For the obvious reason that these are the people who have all the money and, therefore, the discretionary funds to pay for financial advice. As we age, we have to work harder to maintain health and fitness. Regular checkups and procedures become more frequent and more hours per week are required to stay fit. More if you’re battling a chronic disease like MS or diabetes or waging war on health challenge that’s trying to kill you.


Here’s a good question to get this alternative conversation started, “How hard are you fighting to maintain a high degree of physical health and fitness?” The older you get the more you understand the term “fighting.” Your clients easily engage and appreciate this conversation.


It’s not a deep dive, but you can use the following basic information to frame the alternative client conversation that their time and energy are better invested in maintaining a high level of health and fitness to enjoy their money, rather than wasting time and energy worrying about how things that can’t be controlled will affect their money. You take care of their money so they can focus on taking care of themselves. This is really good advice and it’s appropriate they hear it from their financial advisor.


The 5 basic areas are: Cardio. Strength. Flexibility. Balance. Nutrition.


  1. Cardio is mostly about heart health. According to the CDC, heart disease is the leading cause of death for men and women. For too many men, the first symptom they have heart disease is death.
  2. Strength is muscle mass and muscle mass begins declining after age 30 without a deliberate program to keep it. Why do you want to be strong?
  3. Flexibility or limberness refers to the range of movement in a joint or series of joints, and length in muscles that cross the joints to induce a bending movement or motion. Who wouldn’t want more of that? Being more flexible doesn’t happen by accident.
  4. It’s not the broken hip that kills people. It’s the hospital stay and the “recovery.” Best to avoid the fall that breaks the hip in the first place. Read this interesting piece in wikipedia about balance:
  5. Nutrition is the science or practice of consuming and utilizing food. You are what you eat it. No truer words ever spoken.


Develop a relationship with the Executive Health program at the best hospital in your town and refer your clients. These programs are typically one or two-day extensive health exams. They have all the latest, greatest data and resources for improving cardio, strength, flexibility, balance, and nutrition. They are usually not covered by insurance, but cost a fraction of what your clients are probably paying you.


For your next client appreciation event, hire a health and fitness expert speaker instead of a money manager or economist. Your turnout will increase, as well as the feedback.


“My financial advisor beat the market.”

“My financial advisor helped me prepare for retirement.”

“Is that all? My financial advisor saved my life.”


Besides referrals and your greater sense of fulfillment, the longer your clients live the better for your business, right? For all the talk about generational wealth transfer, do you really want to work with the children of most of your clients? Have you met their kids? Do you like their kids? Do their kids meet your Ideal Client Profile. Very often the apple fell far from the tree. If they have 3 kids and the money is divided 3 ways, after taxes and after they pay off their debt and the grandkid’s debt, remodel the house, buy a new car, and take a vacation, how much of the original money remains? How much more work will you have to do for less money? If all 3 of the kids stay with you, now you have 3 families to serve. Every advisor I know has horror stories on this subject.


Alternative advice is good for your clients and good for you.


To discover more about how Bill and his team can help you be a more direct and candid communicator who helps clients make better decisions, check out the state-of-the-art AdvisorRoadmap™ Virtual Training at  

Do you want more clients?

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 (

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

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 communicating with your clients enough?

Are you currently sending your clients and prospects valuable content each month that they look forward to reading and keeps YOU on top of their mind?

This is a really good newsletter, it’s well done. I didn’t throw it in the trash like I do with 99% of what comes in here.”–Scott P’s client

Research has shown that it is easier to keep your great clients when you reach out and “touch” them 24 times per year (2 times per month). This shows them that you care and that you’re there to help them.

This communication can be in the form of a birthday or special occasion card, a phone call, a progress meeting, a high-value newsletter, etc.

If you’re not currently communicating this frequently with your clients and prospects, you can start doing this right away.

This is a great strategy for retaining your clients for the long-term and getting even more referrals.

“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.

One of the most effective ways to deliver communication is through a high-value newsletter that gets sent out in the mail (yes, I said the mail).

Emails are easily missed; however, when a newsletter arrives in the mail from someone you know, like, and trust… odds of that being opened and read are very high.

Wouldn’t it be great if you could easily have your own personalized high-value newsletter and didn’t have to write it?

You can!!!

“I’ve been using these Quality of Life newsletters since day one as a financial advisor and have never missed a month! I get the most positive comments from my clients about these newsletters. My clients continually say they love receiving them and I even get calls about certain articles in the newsletter. My clients love the fact they aren’t business oriented and it truly helps them be a better person.” –Jack W.

The Values-Based Quality of Life™ newsletter, is a done-for-you personalized newsletter that you can use to keep in contact with clients and prospects, without you and your team having to do all of the work.

To check out the Values-Based Quality of Life™ newsletter, and discover how you can have a turnkey, personalized newsletter done-for-you, at a low investment, click here. (

“I am really enjoying the newsletters, they are excellent! Your newsletters are great quality and I’ve been passing them along, as long as they give them back to me. They’re all about physical health, relationship health, inner health and career health. Just fantastic! To me I think this is great information that people can actually use.” –Dean K.’s client

Use the monthly high-value Values-Based Quality of Life newsletter to keep in contact with clients and prospects.  There is nothing financial in the newsletter (because you take care of that for them)—it is all about things in life people can’t delegate (physical health, inner health, mental health, career health, and relationship health).

Check out this high-value, client-centric, very affordable, and personalized newsletter by going to


Check Out The New Accountability Minute Briefing on Alexa, Google, and iTunes!!!

My wife, Anne, has managed to get her Accountability Minute Briefings on Alexa, so you can subscribe to it at  You can also subscribe to The Accountability Minute on Google Home and Apple HomePod.  If you listen to any of these and find the messages of value, please leave her a review and let her know what you think.


If you don’t use any of these devices, you can always subscribe to get your daily dose of  The Accountability Minute brief message on iTunes by going to


If you like longer high-value messages, you can subscribe to her iTunes Podcasts (typically 7-15 minute episodes) by going to


Create Your Ideal Life, Define Your Ideal Business, and Develop Your Ideal Client Profile Complimentary Course

Check out the powerful complimentary course to help you Create Your Ideal Life, Define Your Ideal Business, and Develop Your Ideal Client Profile, by going to


During This Free High-Value Course, You Will:

  • Get crystal clarity on your goals and your vision for your Ideal Life.
  • Learn exactly what you need to do to generate a consistent, predictable flow of enough business revenue so that after you pay your business expenses and taxes, there’s enough personal income left to pay for your present lifestyle, get your financial house in perfect order and fund your goals.
  • Know exactly what your Ideal Business needs to look like in order to create your Ideal Life. You’ll develop your “Ideal Client Profile” and you’ll understand exactly how many Ideal Clients you need to reach your goals.


This training course is currently 100% complimentary and you can have immediate access right now simply by clicking on the link below. Create your username and password and you will get access to the free high-value course, so you can create, more clearly, your game plan to have your ideal business with ideal clients, and your ideal life. Go there right now and get started…



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

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,

Could You Come Up With $400 If Disaster Struck?

If a financial emergency struck — say, a health problem or a car that needed repair — would you be able to come up with $400? According to the Federal Reserve Board, 47 percent of Americans would have trouble doing so — they would have to sell something, borrow money or simply couldn’t pay.


And this is true even for people who consider themselves middle class. Neal Gabler is one of them. He’s a successful writer with five books under his belt, and he’s a visiting professor at the State University of New York, Stony Brook. But in a new article in The Atlantic, he admits to having “financial impotence”:

“I know what it is like to have to juggle creditors to make it through a week. I know what it is like to have to swallow my pride and constantly dun people to pay me so that I can pay others. I know what it is like to have liens slapped on me and to have my bank account levied by creditors. I know what it is like to be down to my last $5 — literally — while I wait for a paycheck to arrive, and I know what it is like to subsist for days on a diet of eggs. … And I know what it is like to have to borrow money from my adult daughters because my wife and I ran out of heating oil.”

Gabler spoke with NPR’s Rachel Martin about this secret “shame” of millions of Americans, and why he wants to redefine what it means to be a success.


Interview Highlights

On what success means

I think by many measures in society I’m a success, I like to think. And if you were to look at me, you certainly wouldn’t think that I would have trouble scrounging up $400. Or if you were to look at my resume you wouldn’t think that — I’ve written five books. If you looked at my 1040, you probably wouldn’t think that.


But that is really the whole point. Despite all of those things, I still have a difficult time making ends meet, as many, many, many Americans do.


On how he ended up needing to borrow money from his adult daughter

Well, simple answer is — and I think this is true for many people — too little income, in a society where wages have been stagnant for almost 40 years, and too many expenses. I am in a situation that tens of millions of Americans share. And I’m not talking about poor people. I’m not poor. We’re talking about middle-class Americans, even upper-middle-class Americans, who live paycheck to paycheck.


On the disconnect between the official end of the recession and many people’s finances

Well, there’s a gigantic gulf between macroeconomics and microeconomics. The macroeconomic figures do not reveal what’s going on in the microeconomic world. People are having a difficult time living. There is always a car that needs repair. A pet — my dog — who’s limping. A faucet that leaks. There is always an emergency, and we live within that.


On whether people are living beyond their means

I think that’s part of it. I think we’ve been taught to expect more. We have been taught that a middle-class existence is … maybe a $250,000 house, and a vacation every year, and a car for each adult, and education for the children. And, indeed, those are the very metrics that the commerce department has used in defining what a middle-class life is. But as I point out in the article, if you put a price tag on that middle-class life, as USA Today did several years ago, the price tag for that middle-class life is $130,000. Only 1 in 8 Americans makes $130,000. So the middle-class life that we’ve all been taught is ours — if only we work for it — is out of the reach of all but a very small number of us.


On the shame of “financial impotence”

That shame weighed on me — and I am not overstating the case — on not only a daily basis, but an hourly basis. It keeps you up at night. It is ruinous for relationships, the shame is so great. The ongoing sense of shame, that in a country where we are told anyone can be successful, and where, as Donald Trump has told us endlessly, if you don’t make it you’re a “loser.”


So, yes, did I feel like a loser? You bet I did. But what can you do with that sense of shame? You can’t share it with anybody, because to expose it is, like sexual impotence, something you just don’t want to talk about.


On redefining what it means to be part of the American middle class

We do need to redefine that. But that’s a very, very tall order. But the beginning is to have Americans who are suffering from financial impotence — which is nearly half of America if you believe this data — it’s them coming out and saying, “You want to know something? I’m tired of feeling like a failure because I’m told that everybody in America ought to be rich if only they work hard.”


Surveys show, and I don’t cite this in the article, that Americans are the only people who believe that in the industrialized world. If you look at the English or the French or the Germans, they don’t believe that they’re totally responsible for not having achieved financial success. Americans do. And we’ve got to stop people telling us that it’s all in our hands as to whether we’re going to be successful, because frankly it is not.


This Article was taken from NPR on April 23, 2016

The 7 Critical Conversations to Build & Maintain a 7-Figure Business – Part 7

Critical Conversation #7: Mastery to articulate your value promise and make your offer for them to become a client.


This is where the rubber meets the road. If you do not get hired by the clients you would like to get hired by, all of the time and effort up to this point is wasted. This is where you monetize.


How succinctly and effectively can you articulate your value promise? How well can you answer the two simple client questions, “How much does it cost?” and, “What do I get?” without over-explaining the details or giving a lecture that would only interest a graduate student in economics, but bores your prospects and clients to tears.


If you “had them at hello” you can easily lose them here. The conversation virtuoso orchestrates the face-to-face meeting so the client has a great experience and is more inclined to say, “let’s get started” rather than, “We need to think it over.”


The most brilliant financial planning technician, the most savvy investment advisor, the most talented wealth manager, or the most knowledgeable insurance, estate planning, or tax expert does not stand a chance of building an Ideal Clientele without a high level of skill and confidence with these 7 Critical Conversations.


The collective mastery of these 7 Critical Conversations will give you the skill and the confidence to talk to anyone, anytime, anywhere. The skill and confidence to speak with any one, anytime, anywhere is how you get the clients you really want, build the business you really want, and live the life you really want.



AdvisorRoadmap™ Virtual Training for Financial Advisors is a web-based, virtual training platform unlike anything in the industry. This state-of-the-art platform will help you maximize your client value promise, grow your business, and master client acquisition. The training utilizes Adult Learning Theory which helps to accelerate learning, retention, and results. This unique training platform takes most of what Bill has been teaching for the past 25+ years and condenses it down so you receive proven processes and skills (via interactive training courses, videos, scripts, interviews, live webinars with Bill, monthly podcasts, and demonstrations) in the following 4 main areas:

  1. Client Acquisition
  2. Client Service
  3. Leadership
  4. Time / Priority Management


To discover all 7 Critical Conversations in depth, go to:


Are You Tired of Working Too Many Hours and for Too Little Money?

If you are, you can change it!


When you participate in the upcoming LIVE, online training, 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 that can help you more quickly grow your business: 

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 and covert them to clients?


Bill Bachrach 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, join us LIVE for this training session on June 21 by clicking the REGISTER NOW by going to


Register for this powerful training session to help you accelerate your 2018 results so you can stop working too many hours, for too little money, and with too many of the “wrong” clients.


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.