Transform Your Business by Focusing on Your Ideal Client Acquisition Activities, using a Powerful Referral-Only Process and Turn-Key Business Model

How We Do ItChoose to partner with Bachrach & Associates, Inc. to implement the Values-Based Financial Planning Turn-Key Business Model and accelerate to achieving your Ideal Life in four years or less.  You will learn how to create your Ideal Business in terms of value delivered to your clients, financial success and quality of life by building an Ideal Client Community from referrals only.

You will create and learn to present with confidence a powerful and impactful value proposition that will propel you to the top 1 percent of all financial advisors; develop a client acquisition method so you can work by referral-only; build a team of A-players that you lead effectively; manage your time, priorities and calendar, allowing you to save time, which will move you more quickly toward your goals and fill your time with high-payoff activities.

How We Help You

Complimentary Call with an Accountability Coach

Success Road MapsTake advantage of BAI’s complimentary Success Road Map® one-hour consultation that will clarify what is truly important to you in life, clearly define your goals and establish your business and personal success metrics to build the foundation for acquiring Ideal Clients so you can have your Ideal Business and experience your Ideal Life much sooner.

Success Road Map® Consultation

Accountability Coaching

Committed Advisor ProgramOnce you have completed your Success Road Map® Consultation, you and your coach may determine that the Ideal Life Evaluation Program described below is a good fit for you. Both programs below include one-on-one guidance from a BAI Accountability Coach, a professional consultant who has been trained to help you achieve your goals for the reasons that are important to you.

Accountability Coaching

Ideal Life Evaluation Program

Accountability CoachingTake advantage of the invitation-only Ideal Life Evaluation Program and experience something like no other program in the industry today, specifically designed to help you define your Ideal Life and learn how you can create your Ideal Business in four years or less.   As part of this program, you will evaluate the Committed Advisor Program to determine if it is a good fit for you.

Ideal Life Evaluation Program

Committed Advisor Program

Ideal Life Evaluation ProgramWhat would your Ideal Business look like? What would having your Ideal Life feel like? If invited, you will join the hundreds of top financial advisors we have helped attain truly fulfilling work with people they like helping while enjoying an ideal income and time freedom. The Committed Advisor Program allows serious, committed advisors to achieve their goals in their timeframes.

Committed Advisor Program

Schedule your Success Road Map® now, or call us directly at (858) 558-3200.