In another what-to-do and how-to-do-it webinar, Bill Bachrach interviews successful advisor, Karen Padgett, who will discuss how you can do what she has done to be financially successful and have an excellent quality of life.
In 2002, in the middle of a terrible economy and a down market, Karen Padgett became a financial advisor. Previously she was an engineer with take-home pay of about $60,000 /year; working 45+ hours a week with 2 weeks paid vacation. In 9 years she built her financial planning practice from no clients and $0 revenue to 58 Ideal Clients with gross business revenue of $440,000/year and a net take-home pay of $180,000/year.
In this content-rich webinar Karen will share some of the specific tactics she used to acquire Ideal Clients; have a work/life balance while building her business; and turn her friends, family, former colleagues and clients into all the marketing she needed to build her business. These are not pie-in-the-sky ideas. Bill and Karen will discuss practical and actionable tactics that any advisor who is committed to being their best can implement and get results.
Bill Bachrach, CSP, CPAE and his team help Financial Advisors achieve their Ideal Life in 4 years, or less, by building an Ideal Client community, by referral only, using the Values-Based Financial Planning™ Turn-Key Business Model. Bill is also a regular contributor to FA Magazine and a frequent speaker at company and industry events.