Over Promise & Over Deliver

Bill Bachrach, CSP, CPAE,author of Values-Based Financial Planning and leading Financial Advisor Coach and Best Selling author, consultant, and speaker Rick Barrera, CSP will show you how the powerful concepts in Rick's highly acclaimed and best-selling book Over Promise and Over Deliver can quickly help you establish a powerful client-winning brand and dramatically increase client loyalty to give you a significant advantage in today's challenging marketplace.


Rick Barrera

Because of the recent market meltdown, you may have some clients who feel that you under-delivered. Prospective clients may be looking to change advisors, but they are more skeptical than ever about who they hire for financial advice. You can turn that around by establishing a radically different brand promise and then over-delivering on that promise in a way that is aligned with your core strengths. Join Bill Bachrach and Rick Barrera for another what-to-do and how-to-do-it webinar with immediately actionable ideas that get results fast.

  • How to differentiate your practice in the most crowded marketplace on Earth
  • Why the Overpromise and Overdeliver methodology works in all market conditions
  • How you can spend less on marketing and get a greater return
  • Why focusing on only 3 Touch Points will transform your business and free up your time


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