High-Trust Leadership™

How to be the "CEO" of your Financial Services Business.

In this high-content what-to-do webinar, Bill Bachrach and special guest, Tom Voccola – author of The Accidental CEO, will present immediate action-able ideas so you can be a better leader. These are the key skills that are crucial in order to break through to higher levels of production and stay there.

You will learn:

  • To build and lead an organization that will help you deliver superior value for your clients,
  • Keys to hiring quality staff and team members who serve you and your clients in a way that frees you to contribute your strengths to your business instead of the minutia of managing people,
  • How to work more effectively with subject-matter-experts like accountants, attorneys, money managers, and insurance people.

Let's face it, financial advisors were never really trained on how to lead even a relatively small organization. You're busy with marketing, prospecting, client meetings, client issues, compliance, plan creation, etc, etc, etc. When do you find time to be an effective leader? Yet being a good leader is an important skill to develop in order to surround yourself with the effective people who can support you in serving your clients, having a successful business, and the quality of life you want.


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