The Totally Trusted Financial Advisor

  • Examples illustrating patterns of how successful advisors move the needle on the "trust dial" to the maximum.
  • 3 keys to speaking the language of Trust.
  • Common mistakes financial professionals make that unwittingly move the needle on the "trust dial" in the wrong direction.
  • Great questions that move the needle on the "trust dial" in the right direction.
  • Inspiration about why this is a great business and why you should be the most successful Financial Professional you can be.

The participants will leave this session with more clarity about why trust is so crucial, what to do to move the needle on the "trust dial" in the right direction with existing clients and more rapidly establish trust with prospective clients, how to implement immediately in the real world, and inspiration to implement.

The impact of deliberately building a high-trust client relationship is quickly evident by clients who are more willing to pay for financial planning and advice, more assets gathered, clients who implement the advisor's advice, and clients who are more inclined to refer.

Bill Bachrach's programs are powerful, timely, and enriched with content designed to be meaningful to advisors serving all types of clients. His refreshing point of view and commanding style are tailored to motivate advisors, of all calibers, to achieve greater levels of success.

– Chris Flint
President, Lincoln Financial Services

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.