The 7 Critical Conversations for Building a 7-Figure Financial Advice Business

Bill Bachrach will discuss the 7 Critical Conversations to building and maintaining a seven-figure financial advice business.

  • Critical Conversation #1: Mastery of the first conversation.
  • Critical Conversation #2: Mastery at scheduling the appointment.
  • Critical Conversation #3: Mastery at opening the first face-to-face meeting.
  • Critical Conversation #4: Mastery at making an emotional connection.
  • Critical Conversation #5: Mastery at helping people define clear goals.
  • Critical Conversation #6: Mastery at financial benchmarking.
  • Critical Conversation #7: Mastery to articulate your value promise.

During this informative what-to-do session, Advisors will discover specific action-able people skills that will help them acquire and retain great clients.

Bill Stage 2

To check Bill’s availability or to schedule him for your next speaking engagement, contact us online or call Anne Bachrach, Financial Services Speakers Network, directly at (619) 269-4491.